Post-purchase setup

Send us the details we need to build your SETTEROS workspace.

Complete this once after checkout. It gives the setup team your offer, lead sources, calendar path, handoff rules, training audience, and add-ons so your dashboard launch starts clean.

1. Business profile

Buyer name Buyer email Business name Website or landing page Phone number Package purchased

2. Offer and audience

Primary niche Main offer or appointment type Ideal customer Disqualifiers

3. Lead sources and booking

Current lead sources CRM or inbox used today Calendar or booking link Booking rules

4. AI behavior and handoff

Top questions leads ask Qualification questions Human handoff rules Brand tone

5. Add-ons and training

Add-ons purchased or wanted Voice AI Dedicated phone number Recovery or reactivation campaign Social Growth Engine Agency sub-account expansion

Who needs training? Social Growth notes

Open Training Portal

Submitting opens a prepared email to SETTEROS with your intake details.