Short setup brief

Pick your setup.
Capture the essentials.
Then move into payment.

This page is intentionally simple. Choose the package, tell us how you want to talk to your agent, answer a few fast questions, and we lock in the setup brief first. If checkout is enabled for your package, you move straight into it. If not, we follow up manually with the payment link and next step.

Tell us the minimum we need before onboarding.

The short brief reduces friction before deeper onboarding. You’ll answer the more personal questions after this step.

Setup brief captured

Setup brief captured.

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