Step 1 of 5
Tell us about your business.
This sets up your branding across all portals. Everything can be changed later in Settings.
Appears in your client portal and proposal pages
Paste your logo URL — auto-populates across all portals
Insurance
Real Estate
Mortgage
Financial Services
Law / Legal
Contracting
Medical Sales
Software / SaaS
Other
Step 2 of 5
Add your team.
Add everyone who will use the platform. Click the 🗺️ button to select which states each person is licensed in. You can add or remove anyone anytime.
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Role permissions: Owner sees everything including revenue and all team. Sales sees their own leads, book, and Ralphy. Admin sees all operations, docs, and client requests. Service sees client requests only.
Step 3 of 5
Where do you want leads?
Select your target states and industries. The Lead Engine only scrapes from active states and routes to licensed team members.
Only active states get scraped. Toggle anytime.
🏗️ Construction
🍽️ Restaurant / Bar
🏠 Landlord / Property
🛍️ Retail
🚗 Auto Services
💻 Technology
🏥 Medical / Dental
💇 Salon / Spa
🌿 Landscaping
🚚 Trucking
Step 4 of 5
Set up your warm touch.
This message goes to every new lead automatically. Only businesses that respond get a call — so every conversation is already warm.
📱 Text Message
📧 Email
Use {business_name} {city} {industry} {state} as variables. Keep under 160 chars for SMS.
Hi! We noticed Martinez Construction LLC just registered in Berlin — congrats on the new business. We help construction businesses in CT get the right coverage before their first job. We put together a free checklist — want us to send it? No cost, no pressure.
Step 5 of 5
Connect your tools.
Paste your API keys. You can skip any and add them later in Settings — nothing breaks.
GoHighLevel (GHL)
Required · CRM + text/email sequences
Not connected
GHL → Settings → API → copy your key
VAPI (AI Voice Agent)
Required · Outbound AI calls + live transfer
Not connected
VAPI dashboard → API Keys
Anthropic (Powers Ralphy)
Required · AI brain of the entire platform
Not connected
console.anthropic.com → API Keys
QQ Catalyst
Optional · AMS sync
Not connected
QQ Catalyst → Admin → API Access