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

What type of line is that? *

Please select your line type

Phone Carrier : e.g. Verizon, AT&T, T-Mobile, Spectrum

Keep your number, or use a new one? *

Please choose a number preference

Preferred Area Codes * : your AI voice agent needs its own phone number, and we order it in your preferred area code. Give us three in order of preference; availability changes daily, so we work down your list.

First choice

3 digits

Second choice

3 digits

Third choice

3 digits

Business Website * : your assistant is trained on this. If you do not have one, type NONE.

Enter your website URL (include https://) or type NONE

Where else should we learn about your business? * : your assistant has to be trained on something. Tell us where your information lives.

Tell us where we can learn about your business

The questions your callers ask most * : the five or six things people ask every week. This is the single most useful thing you can give us.

Please list a few questions your callers ask most

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.

💡

Why we need this: Your assistant answers messages on your Facebook Page, and it needs to know where you are listed so it can answer questions about your business accurately. 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

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.

County You Serve *

Please enter the county you serve

State You Serve * : may differ from your office

Please enter the state you serve

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

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? *

🏡

RE Agent

Licensed agent or broker helping buyers and sellers

📋

Mortgage Broker

Loan originator helping clients secure financing

📈

RE Consultant

Investment advisor building client portfolios

🔑

Leasing & Rental

Property manager or landlord handling tenants

⛪

Church

Church office handling calls, visitors and member care

🧽

Cleaning & Janitorial

Residential or commercial cleaning company

🤝

Recruitment & Staffing

Staffing desk placing candidates with employers

Preferred Kickoff Call Time : Central Time

Anything specific you want covered on the kickoff call?

Step 5 of 5

✓

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 callback, AI replies on text, Facebook and email, and your reporting dashboard.