Jen Galloway MISM · Email Jen

CLIENT SETUP

Let’s get your Managed AI Sales Assistant ready.

Tell us about your business, selected service and inquiry-response preferences. Allow 10 to 15 minutes. Use the email on your order. Enter “not sure” for undecided items, and “not applicable” for website questions if you did not order a website.

Never enter passwords, payment details, client lists or private customer information. We arrange secure access after review.

We review your answers, agreed scope and payment status, then confirm your launch schedule. Submitting this form does not activate service. A prepaid first month begins at activation, with the next renewal one calendar month later. ACH payments can remain pending until your bank completes them.

Privacy notice · Service terms

First Name *

Last Name

Email used at checkout *

Use the same email so we can match your intake to your payment.

Business phone (optional)

Completing this intake does not enroll you in marketing texts.

Confirm your business identity, selected monthly plan and whether you ordered the optional website.

Business, selected plan and service area *

Account access is arranged securely after review. Never enter passwords here.Current website and domain

You can provide approved assets later. Share links you are authorized to use; never paste passwords.Website content and brand assets (optional add-on)

We will confirm supported connections before activation. A full CRM migration is not included.Inquiry sources, volume and current tools *

Do not port or change your number yet. We will check compatibility and review messages with you.Business phone and response preferences

Calendar accounts will be connected securely after review. Do not share passwords.Booking and AI response preferences

This intake does not activate service or authorize a campaign. Payment and setup are reviewed separately.Approvals and messaging readiness *

If something is undecided, say "not sure". We will review it with you.