Step 1: Watch Intro Video
🎥 What to expect + how we’ll tailor your CRM experience:
[insert video link here]
Step 2: Fill Out the Onboarding Form
📝 Please complete this form so we can configure your system to fit your business.
Step 3: Use the Chatbot for Quick Help
đź’¬ Ask our AI assistant for answers or escalate to a real team member.
After Submission:
✅ Once you submit the form, we’ll:
Tag your account as “Client Onboarding”
Move you into our active setup pipeline
Reach out within 24 hours to confirm next steps