Customer onboarding

Give the system the facts it needs to represent your business accurately.

Complete one secure business questionnaire covering services, coverage, estimates, approved answers, notifications, and human handoff rules.

Customer setup

Fields marked * are required. Save passwords, API keys, payment cards, and private customer lists for a secure setup session—never place them in this form.

1. Business and contact details

Business name *

Primary contact *

Business email *

Business phone *

WebsiteLeave blank if you do not have one yet.

Customers served *

Tools used today

2. Services, coverage, and operating rules

Services the system may discuss *Include services you offer and anything you do not offer.

Service area *

Business and response hours *

Minimum job or service rules

3. Lead response and estimate workflow

Where leads come from today *

Describe your normal estimate process *

How should estimates or appointments be offered? *

Existing scheduling link

Target first response *

4. Approved answers and brand voice

Approved FAQs, pricing facts, and claimsThe system will not invent missing facts.

Preferred communication style *

Words, promises, or topics to use or avoid

5. Notifications, handoff, and success

Where should lead notifications go? *

When should a conversation be handed to you? *

What should improve in the first 30 days? *

I confirm these details are accurate and may be used to prepare my LeadFlow Local configuration. I understand that submitting onboarding does not activate service or create a charge.