Welcome to BSA in a Box. Please complete your onboarding form below so we can build your operations around your business. This is the final step before your support begins.
You're Almost In
Your agreement has been received. Complete this onboarding form so our team at ClearVoice Services can set up your systems, review your operations, and prepare your BSA in a Box support. Be as detailed as possible — the more we know, the faster we can get to work.
Step 3 of 3
Enter your initials to acknowledge the Login Safety section.
Enter the date you are completing this form.
1. Client Information
Please complete this form after signing your BSA-IN-A-BOX Service Agreement. Do not submit any logins until your agreement has been signed.
Example: Eastern Time (ET), Central Time (CT), Pacific Time (PT).
Example: Mon–Fri 9am–5pm ET; Saturdays 10am–1pm ET.
2. Business Status
Answer the questions below to help us understand your current business setup.
Tell us whether you’re new or already operating, and how many clients you currently have.
3. Brand Information
Share your brand details so we can prepare client-facing assets and messaging.
Example: #0B5FFF, #111827, #FFFFFF
4. Domain and Website Information
Provide your domain and website details so we can plan launch and system access.
5. Business Email Information
Provide details for your professional business email so we can configure CRM, messaging, and automations.
Enter the Gmail address you would like to use.
6. Phone System Information
We use this to set up phone routing, texting, voicemail, and call forwarding.
7. CRM / Client Management System
Provide CRM details so we can help organize your pipeline and automations.
8. Credit Repair Software / Dispute System
Tell us about your dispute and monitoring system to streamline your workflow.
9. Payment System Information
We collect payment-system details to ensure billing workflow is set up correctly. Do not submit any card details.
Paste your current package/pricing information (no payment card details).
10. Calendar / Booking System
Provide booking details so we can configure scheduling and appointment routing.
11. Social Media Pages
Paste links to your profiles/pages so we can match brand and tracking.
12. Facebook Page Access
Provide access details for your Facebook and Meta assets. Do not share passwords unless you have signed the Service Agreement.
13. Chat and Communication Systems
Provide chat system and lead routing preferences.
14. Lead Capture / Forms
We’ll use this to configure lead forms and onboarding capture.
15. Automation Information
Tell us what automations you have and what you want help setting up.
Examples: Lead form submission, Welcome email, Agreement email, Appointment reminders, Payment reminders, Client follow-up, Missed call text back, New client onboarding.
16. Documents and Uploads Needed
Upload any available files or paste links. Include your agreement, SOPs, and screenshots if you have them.
17. Current Business Process
Describe your current flow so we can identify gaps and streamline onboarding.
Briefly describe your current payment flow (links, checkout, etc.). No card data is needed.
18. Goals and Support Needed
Help us understand your target outcomes and priorities.
19. Login Safety Acknowledgment
I understand that I am submitting login information for business setup and audit purposes only. I understand that I should change my passwords after setup or support is completed if I choose to do so. I confirm that I have signed the BSA-IN-A-BOX Service Agreement before submitting any logins or account access.
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