EGE·SYSTEMS

New Client Onboarding

Let's build your system.

Pick your package and tell us about your business. The more you share, the faster we build — most systems launch in 7–10 business days after we get this.

* Only a few fields are required. Unsure on something? Leave it blank — we'll cover it on your kickoff call.

1 Your Business

Business / legal name *

Your name & title *

Industry / what you do

Email *

Phone / cell

Domain you'll use

Business hours & time zone

Social profiles (Instagram, Facebook, LinkedIn…)

2 Your Package

Which system are you signing up for?

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Starter

Professional site + lead capture to get found and convert.

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Growth

Site + CRM + instant follow-up so no lead slips.

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Pro

Full operating system: CRM, automations, booking, payments.

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Enterprise

Everything, custom-built and white-glove with reporting.

Target go-live date

Any add-ons or specific requests

3 Brand & Design

Email your logo and any brand assets to greg@egesystems.com after you submit.

Brand colors (hex if known)

Preferred fonts (or "your choice")

Overall vibe

✓Clean/Modern ✓Bold/Premium ✓Warm/Trustworthy ✓Minimal

Websites you like (1–3 links + what you like) Do you have professional photos / headshots? Where?

4 Website

Pages you want Your services / products & short descriptions Your main call-to-action (what should visitors do?) Testimonials or reviews we can use

5 CRM & Pipeline

How do leads come in today? Your sales stages Team members who need access (name + email) Moving from another CRM? Which one?

6 Automations & Follow-Up

Turn on

✓Instant lead reply ✓Missed-call text-back ✓Appointment reminders ✓No-show recovery ✓Long-term nurture

What should the first auto-reply say to a new lead? (or "write it for me")

7 Scheduling / Calendar

What appointments do clients book? (type + length) Your availability Meeting location

✓Phone ✓Video ✓In-person ✓Client's choice

Calendar to connect (Google / Outlook) — which email?

8 Payments & Invoicing

Payment tool

✓QuickBooks ✓Stripe ✓Need a recommendation ✓Not now

Services/products & prices to load

9 Client Portal & Reporting

What should your clients be able to see/do? (documents, invoices, messaging…) Top 3 numbers you want to see at a glance

10 Accounts & Access

⚠ Don't enter passwords here. Just tell us where each thing lives — we'll send a secure link to share logins.

Domain registrar

Current website host (if any)

Email provider

Other tools to connect

11 Goals & Notes

What does success look like 90 days from now? Anything else we should know?

By submitting you agree to be contacted about your project. Questions? greg@egesystems.com

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You're in. Your build is queued.

Thanks — we've got your details. Greg will reach out shortly to confirm and kick things off.

One quick next step: email your logo, brand assets, and any photos to greg@egesystems.com so we can hit the ground running.

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