Automation Account Information
READ FIRST: Before proceeding with submitting your login information to me, the links to the various softwares that you will need to setup first are down below. Please take time to sign up for these first. If you do NOT already have a domain, I HIGHLY recommend starting with purchasing your domain name, followed by Google Workspace if you want a professional email address using your new domain (ex. email@example.com). From there, you can sign up for the other accounts with your new email address. Additionally, when creating your accounts below, please do NOT sign up for them using a Google account. Instead, sign up for an account via the “old-school” option, which is by entering your email and password you would like to use.
STEP 1: SIGN UP FOR YOUR ACCOUNTS
Calendly Pro Plan (NOTE: Your account will start out as a 14-day trial and you must enter your billing details and purchase the Pro Plan before the trial expires).
GoDaddy Domain (NOTE: This is only required if you do NOT already have an existing domain name).
Google Workspace (NOTE: This is entirely optional, but recommended if you do not already have your own professional business email address. This will significantly reduce the chances of your emails going to people’s spam folders.)
SignNow Business Plan (NOTE: This is entirely optional, but highly recommended. Your account will start out as a 7-day trial and you must enter your billing details and purchase the Business Plan before the trial expires).
Zapier Starter Plan (NOTE: Your account will start out as a 14-day trial and you must enter your billing details and purchase the Starter Plan before the trial expires).
STEP 2: SUBMIT YOUR LOGIN INFORMATION FOR ABOVE ACCOUNTS IN FORM BELOW
Please ensure that all information submitted below is accurate and correct, otherwise there may be delays in getting your system created. Confidentiality is an utmost priority for me, therefore all information submitted is secured and safe.
NOTE: All fields are required unless otherwise stated below.
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For the best possible experience, please use either a desktop or laptop computer.