Implementation setup

Ready to move forward? Give Harborline what it needs to prepare the build.

Complete this form after reviewing your audit, or when you already know you want Harborline to build and manage the system. It is not required to receive the free audit. Most businesses can complete it in about 5–7 minutes.

Start implementation setup Read setup FAQs

Draft saves in this browserNo passwords requestedWritten-first process

Questions before submitting?

Access, callbacks, software costs, data, and ownership are explained on one FAQ page.

The setup form now asks only for the information needed to evaluate and prepare your implementation.

Read the FAQ

Step 1 of 425%

Business and decision-maker

Tell us who we are serving and who can approve the setup.

Your full name

Your role

Business name

Business type

Business email

Direct phone

Website or booking page (optional)Enter a website, booking page, or public profile if you have one. Leave this blank if the business does not have one.

Service area

What would you like Harborline to do first?

I am authorized to approve the systems, customer messaging, and reasonable third-party costs involved, or I will include the person who is before setup begins.

Operations and callbacks

We need only the details required to route and recover leads correctly.

Business hours

Main services you want more leads for

How should messages to your customers sound? Harborline will use this preference when drafting missed-call texts, lead follow-ups, review requests, and other customer messages.

Do you offer emergency or after-hours service?

How quickly should a staff member call a new lead back?

Primary callback person and role

Primary callback phone or email

Backup callback person (optional)

Systems and required access

Enter platform names only. Do not enter passwords, private links, API keys, or customer records.

Phone or call system

CRM, booking, or lead system

Website platform

Business email or shared inbox

Texting, review, or other customer systems (optional)

Who controls access to these accounts?

I understand limited, role-based access is required. If we move forward, I will invite Harborline as a separate user or manager to the systems included in the approved setup.

Priority, baseline, and commitments

Rough estimates are fine. Leave optional number fields blank if you do not know them.

Which result should Harborline focus on first?

About how many new calls and website inquiries do you receive per month? (optional)

About how many go unanswered or do not receive follow-up? (optional)

About how much revenue does one typical completed job bring in? (optional)Enter the approximate amount a customer usually pays for one completed job, before business expenses. Leave blank if you are unsure.

I authorize Harborline to establish a simple 30-day baseline from the approved connected systems when reliable figures are unavailable.

If we move forward, my business will provide the approved role-based access, assign someone to handle human callbacks, approve any disclosed third-party costs before activation, and provide accurate, lawfully usable business data.

I have reviewed the Privacy Policy and Terms Cancel service.

After submission

Harborline reviews fit and scope, then replies in writing. See the full process in the FAQ.

Your draft is saved only in this browser. Do not use a shared computer for confidential business information.

What happens next

A written path from submission to launch.

1. Fit and scope review

Harborline reviews the submission and identifies the first workflow worth implementing.

2. Written plan and costs

You receive the scope, responsibilities, Harborline pricing, required systems, and any outside costs.

3. Agreement, payment, and invitations

After approval, you sign the agreement, pay through a secure hosted checkout, and receive the required role-based invitation checklist. See the approved-client start process.

4. Build, approve, test, launch

Harborline configures the system, you approve messages, and the workflow is tested before activation.