Get Started — Tradebolt Onboarding

Get Live
in 24hrs

Fill out your business details and we'll have Tradebolt configured and running inside your account within 24 hours.

01
Business Info
Name, location, services, rep name
02
CRM & Technical
Calendar link, escalation contact
03
Review & Submit
Confirm and go live
Your info is secure. Connection credentials are encrypted and only used to connect Tradebolt to your account. We never share your data.
Step 01

Business Info

Tell us about your business so Tradebolt knows who it's working for — and how to represent you.

The Basics
The name your AI agent will use when texting leads. Should sound like a real team member.
Used to qualify leads and schedule estimates within your available hours.
List everything Tradebolt should know how to discuss with leads.
Cities, counties, or ZIP codes you serve.
Ballpark for your most common job — used when leads ask "how much?"
Social Proof & Trust
This is what Tradebolt uses to build trust with leads and handle objections.
1–2 sentences. Used to handle "why should I pick you?" objections.
From your Google Business Profile — used by Beacon to request reviews after jobs.
Leave blank if none.
Service Options
Emergency / Same-Day Service
Tradebolt will flag emergency requests differently from standard estimates
Step 02

CRM & Technical

We need a few details to connect Tradebolt to your account.

🔒 Nothing technical needed here. We handle the GHL connection on our end during setup — you just need to give us your calendar link and escalation number below.
The direct URL to your estimate booking calendar in GHL
When Tradebolt can't handle a lead it texts this number immediately with the full conversation
Step 03

Review & Submit

Double check everything looks right. Once you submit we'll have Tradebolt configured within 24 hours.

Something went wrong. Please try again or contact [email protected]
⚡

You're Live.

We've received your setup details. Tradebolt will be configured and running inside your GHL account within 24 hours. Check your email for confirmation.

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