Client Onboarding — RapidScale Solutions LLC

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 — optional, leave blank if you don't have one

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 as part of your build. Having them ready helps your setup go smoothly.

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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 — optional, search your business on Google Maps and 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

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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 LLC?

Step 4 of 5

Step 5 of 5

Your Branch

Select the branch that matches your profession.

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

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Leasing & Rental

Property manager or landlord handling tenants

Preferred Kickoff Call Time — Central Time

Anything specific you want covered on the kickoff call?

Step 5 of 5

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You're In!

Thank you for completing the form! We have received your information and will reach out within 24 hours to confirm your kickoff call.

What Happens Next

Within 2 hours: You'll receive a confirmation email summarizing your submission.

Within 24 hours: We personally review your form and reach out to confirm your kickoff call.

Kickoff call: We map your business, customize your system, and handle A2P number verification and setup together.

Within 3 weeks: Your full custom system goes live — AI voice agent, missed-call text-back, review sequence, and daily report.