SCALER POINT

Scaler Point (FastPlace) Onboarding: New Client Intake

Prepared for Karmisha Miller-Wallace, Exceptional Touch Home Health. Skip anything you're unsure about. We'll cover it together on your onboarding call.

Section 1

Your business

All fields in this section are required.

Business name*

Your name*

Best email*

Best cell for quick texts*

Fast questions during setup get answered fastest by text

Business street address*

Service area*

Section 2

Website and domain access

Your current site stays live until you approve the new one. We only need admin access to make the switch when you're ready.

Current website URL(s)

Where is your domain registered?

Who currently manages the website?

I've sent delegate access

At your domain registrar (GoDaddy, Namecheap, etc.): add vlad@scalerpoint.com as a delegate or DNS manager. Takes 2 minutes, or skip and we'll do it on a screen share.

Section 3

Your current CRM and team

Current CRM

How are your leads organized today?

CRM users

Have a contacts export (CSV)? Bring it to the onboarding call, or email it to vlad@scalerpoint.com.

Section 4

Where your leads come from

A Place for Mom: which inbox do email leads arrive at?

Facebook / Instagram page URLs

YouTube channel link

Other social profiles

Do you run paid ads today? Who manages them?

Have you ever tried running ads?

Section 5

Reviews and public profiles

Google Business Profile link

Paste your GBP link. We'll send a manager invite request to connect it.

Better Business Bureau profile URL

A Place for Mom profile URL

Other public profiles

Section 6

How you qualify leads

This feeds your AI agent's scripts. We mirror your process.

What do you ask a new inquiry?

What makes a lead NOT a fit?

Assessment booking

Who answers your main line today, and on which number?

AI agent hours

After-hours only (recommended to start)

24/7

Section 7

Anything else

Anything we should know?

Logo and brand files: email them to vlad@scalerpoint.com or bring them to the onboarding call.