You are officially in the Done-For-You build process. This short survey gives our team the business, licensing, website, calendar, branding, and access details needed to build your finished Launch Automation system.
This survey is intentionally focused. It collects only the details needed to start your Done-For-You insurance automation build without making you figure out the tech.
We collect your official business details, public brand name, address preference, city or metro area, and client-facing contact information.
We collect your NPN, licensed states, carriers, products, and experience so your build fits your insurance business correctly.
We collect your logo, headshot, calendar details, social links, Google Business Profile link, and contact list if you want it imported.
Your name and email can be prefilled from your secure onboarding link. Complete the remaining visible fields and submit when finished.
This gives our team what we need to build your website, CRM, calendar, automations, email setup, branding, and launch foundation.
Once the survey is submitted, your build details go to our team so we can review the setup, confirm anything missing, and begin preparing your Done-For-You system.
Our team checks your business, licensing, calendar, branding, and tool information before setup starts.
If something is unclear or access is needed, we will reach out with simple next steps instead of making you guess.
We begin setting up the core system, website foundation, CRM, calendar, automations, and launch structure.