A REUSABLE START
Tell us about your business and the first workflow. Agencies can check a client inventory and prepare rollout groups here. We confirm the service scope, usage schedule and activation date before billing or moving live work.
The template selects a starting set of workflows. Adjust it below. A requested budget is a planning input, not an activated spending limit or a usage quote.
Keep passwords, API keys, payment details and sensitive customer information out of this brief.
Use the five-column client inventory template. The check runs in your browser; client rows are not uploaded. The submitted brief includes only the number of validated rows. This is preparation, not a GHL contact import or an automatic migration.
Use a stable client key for each business. Keep your downloaded plan: it records proposed groups with outbound actions disabled. No phone numbers are ported, no customers are contacted and no production records are created here.
Your brief is stored securely for our team to review under the website privacy notice. Your optional inventory file stays in this browser.