FollowHarbor Free audit

Client intake

Start your onboarding in under a minute

Just the basics to reach you. This opens a plain email draft to FollowHarbor. No account, database, or client portal is involved. We confirm everything else on a short onboarding call, so you do not need it now.

We reply personally and book your onboarding call, usually within a few hours.

What to have handy for the onboarding call

We ask for these on the call, not here, so this form stays quick:

  1. Public postal address (your CAN-SPAM sender identity).
  2. Primary contact and escalation contact.
  3. Lead sources: web forms, call tracking, chat, marketplaces.
  4. CRM or tooling in use.
  5. Business hours and timezone.
  6. Services and your usual quote or follow-up flow.
  7. Review-platform links.
  8. Brand voice notes: a couple of adjectives and a sample reply in your voice.
  9. Sending domain and DNS access path.
  10. Topics automation must never touch.
  11. SMS consent-capture proof, if any.

SMS is not enabled from this form. Email delivery is the v1 channel; we never text your leads without documented consent.