Client Onboarding — RapidScale Solutions

Step 1 of 5

Your Business

Tell us about you. This information goes directly into your account setup and all automated communications.

First Name *

Please enter your first name

Last Name *

Please enter your last name

Business Name *

Please enter your business name

Business Email *

Please enter a valid email address

Business Phone *

Please enter your phone number

Business Website *

Please enter your website URL (include https://)

City *

Please enter your city

State

Step 1 of 5

Step 2 of 5

Online Presence

We connect these accounts to your AI system on Day 1. Having them ready speeds up your setup by 2 to 3 days.

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Why we need this: Your Google Business Profile powers the review engine and call tracking. Your social accounts connect to the Social Planner for automated posting. All links are only used to configure your system.

Google Business Profile URL *— search your business on Google Maps, copy the link

Please enter your Google Business Profile link

Facebook Business Page URL — optional but recommended

Instagram Handle — optional

LinkedIn Profile or Page URL — optional

Which platforms do you want to post to? — select all that apply

Google Business Profile

Facebook

Instagram

Current Review Platforms — where do clients leave you reviews?

Google

Zillow

Realtor.com

Facebook

Current Google Star Rating — if you have one

Step 2 of 5

Step 3 of 5

Your Market

Your AI assistant needs to know your exact service area so it can qualify leads by location and reference local market data.

Primary Service Area — Cities / Zip Codes *

Please describe your service area

Target Client Type — who are you primarily trying to reach?

First-time buyers

Move-up buyers

Sellers

Investors

Refinance clients

Commercial clients

Portfolio investors

All types

Average Transaction Value

Closings Per Month (Average)

Current CRM or Software — what are you using today?

Team Size

Step 3 of 5

Step 4 of 5

Your Challenges & Goals

The more specific you are here, the better we can configure your AI system to solve your exact problems from Day 1.

What are your biggest challenges right now? *— select all that apply

Missing calls and losing leads

Slow lead follow-up

Not enough online reviews

Inconsistent social media

No past client follow-up

Manual appointment booking

No performance reporting

Losing to faster competitors

What does success look like for you in 90 days? *

0 / 500

Please describe your 90-day goal

Anything else we should know? — special requests, specific automations, past experience with AI tools

How did you hear about RapidScale Solutions?

Step 4 of 5

Step 5 of 5

Your Branch & Package

Select the branch that matches your profession and the package that fits your goals. No contracts. Cancel anytime.

Which branch are you? *

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RE Agent

Licensed agent or broker helping buyers and sellers

📋

Mortgage Broker

Loan originator helping clients secure financing

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RE Consultant

Investment advisor building client portfolios

Select Your Package *

Entry

Starter

$497 / mo

$497 setup

Popular

Growth

$797 / mo

$997 setup

Advanced

Premium

$1,297 / mo

$1,497 setup

Full Build

Elite

$1,997 / mo

$2,497 setup

Preferred Kickoff Call Time — Central Time

Anything specific you want covered on the kickoff call?

Step 5 of 5

✓

You're In!

Your onboarding form has been submitted. Ann will review your information and reach out within 24 hours to confirm your kickoff call time.

What Happens Next

Within 2 hours: You will receive a confirmation email at the address you provided with a summary of your submission.

Within 24 hours: Ann will personally review your form and reach out to confirm your kickoff call and answer any immediate questions.

On kickoff day: Your sub-account will already be pre-configured. The call is for review, training, and your first AI test.

Within 72 hours: Your full system goes live — AI voice agent, missed call text back, review sequence, and daily morning report.