Let's get your LeadPace system live

First, who's setting this up?

The main person we'll keep in the loop, and who gets the login.

Your full name * Your role e.g. Owner, Office Manager. Your email * This is where your login invite will be sent. Use your own email, not a shared office inbox. Your mobile phone *

Your business

A few official details, one time only, so the phone carriers approve us to text your leads on your behalf. That's the only reason we ask, and it stays private.

Legal business name * Exactly as registered with the government, e.g. on your business licence or tax documents. How does your business operate? *

Please pick one to continue.

If a corporation or partnership, the exact legal entity name e.g. "Dr. Jane Smith Inc." Leave blank if sole proprietor. Business Number (BN) * 9 digits, sometimes ending in RT0001. It's on your CRA documents or tax filings. (US businesses: your EIN.) Industry / what you do * e.g. Dental practice, Mortgage broker, Real estate. Registered business address * Street, city, province/state, postal/ZIP, country. Business website * Main business phone * Main business email *

Your offer and your leads

This is what your texts and emails get written from, so make it yours. Plain words beat marketing speak.

What do you sell? One sentence. * e.g. "Invisalign and cosmetic dentistry" or "1-on-1 business coaching for gym owners". Who are the leads this system will be talking to? * Describe the actual person receiving the messages, e.g. "homeowners in Surrey thinking about a mortgage renewal". What do you call the people you serve? *

Please pick one to continue.

What should the intro call be called? This shows on your booking page and confirmations. Leave blank and we'll use "Discovery Call". How long should that call be? *

Please pick one to continue.

Who should texts and emails be signed from? * The name your leads should see, e.g. "Dr. Jane Smith" or "Sarah at Apex".

Where should new lead alerts go?

The moment a lead comes in, we'll ping whoever works your front desk so no one is ever missed.

Who should get an instant alert when a new lead comes in? Name + email + cell. You can list more than one person.

Make it yours (optional)

Helps us match the system to your brand. Skip anything you're not sure about.

Upload your logo We'll automatically pull your brand colours from it. PNG or JPG. Anything we should know about how you talk to your patients or clients?