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
02
CRM & Technical
GHL credentials, calendar
03
Agent Setup
Tone, rep name, messages
04
Review & Submit
Confirm and go live
Your info is secure. Credentials are stored 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.

List everything Tradebolt should know how to discuss with leads.
Cities, counties, or ZIP codes you serve.
Approximate range to share with leads.
Step 02

CRM & Technical

We need your GHL details to connect Tradebolt to your account. These are stored securely and never shared.

Found in GHL → Settings → Business Profile → Location ID
GHL → Settings → API Keys → Create new key with full permissions
The direct URL to your estimate booking calendar in GHL
When Tradebolt can't handle a lead, it texts this number immediately
The approved GHL/Twilio number Tradebolt will text from
How many times to follow up before marking lead as dead
Step 03

Agent Setup

This is how Tradebolt will sound to your customers. Make it feel like a real member of your team.

The name Tradebolt signs messages with. Keep it human.
First SMS sent within 60 seconds of a new lead. Use [Name] for personalization.
Enable Voice Call Follow-Up
Tradebolt will automatically call leads on day 3 if no response
Step 04

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 support.
⚡

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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