Client Onboarding & Resource Center
Welcome to Better Solutions AI. This secure client portal provides everything you need to complete onboarding and prepare for your new system.
Follow the steps below to submit your information, upload materials, and review expectations. Completing these items helps us launch your system faster and more accurately.
⏱ Estimated Time: 10–15 minutes
Please gather your logo, photos, and business details before starting.
This page is password protected. Please keep this link and your access details handy so you can return here at any time during your project.
Step 1 — Complete Your Business Information
Begin by completing your onboarding form. This provides us with the core details needed to begin building your system.
Start with your primary onboarding form, then review the website expectations so you know exactly what to expect during the build.
Step 2 — Upload Branding & Business Materials
Upload your company logo, photos, branding assets, and any materials that help us build your site and automation accurately.
All branding materials, photos, and business details will be uploaded during the main onboarding process. Please complete Step 1 to begin.
If you are unsure which files to provide, you can review the detailed guidelines in the “Website Build Resources” section below.
Website Build Resources
Helpful guides and resources to ensure your website is built efficiently and correctly.
Photo Guidelines
Recommended image types, sizes, and examples for best visual results.
Logo Requirements
File formats, versions, and variations to ensure your logo displays clearly everywhere.
Content Writing Tips
Simple prompts and examples to help you share clear, conversion-focused copy.
Revision Process Overview
Learn how revisions work, what changes are included, and how to submit updates clearly.
Website Timeline & What to Expect
Learn what to expect during your website build, from getting started to final launch.
Communication & System Setup
Follow these steps to connect your phone, messaging, and scheduling tools.
Phone Forwarding Setup
Connect your phone system so inbound calls route correctly into your new workflows.
Text Messaging Setup
Configure compliant text messaging so leads receive timely, automated follow-up.
Email Setup Instructions
Connect your sending domain and configure email so messages land reliably in the inbox.
Calendar Connection Guide
Sync your calendar so new appointments and consultations flow directly into your schedule.
Training Video Library
Training videos will be added here soon. As your system grows, this section will become your go-to training resource for new employees and daily operations.
On-demand training videos to help you master Better Solutions AI.
Browse the categories below to access step-by-step video walkthroughs. New training content will be added here as your system grows.
Dashboard Basics
Overview of your main dashboard, navigation, and key performance views.
Lead Management
Managing new leads, tracking follow-ups, and optimizing your pipeline.
Appointments & Calendar
Booking, managing, and automating appointments and calendar events.
Team & Employee Setup
Adding team members, assigning permissions, and managing user access.
Training & Support Resources
Access training materials and support tools to help you get the most out of your system.
Dashboard Training Guide
Learn where everything lives inside your Better Solutions AI dashboard.
How to Respond to Leads
Best practices for replying quickly and converting new inquiries into booked appointments.
Reporting Overview
Understand your key metrics and how to read your reports with confidence.
Submit a Support Request
If you get stuck at any point, send us a quick support request and we’ll guide you through.
Important Notes
Important Reminder
Completing each step carefully helps us build your system faster and reduces delays during development.
If anything is unclear or you are unsure how to answer a question, please reach out. Our team is here to walk you through each step so you feel confident and supported.
Need Help During Onboarding?
If you have questions or need assistance completing any step, our team is here to help.
You can always return to this Client Onboarding & Resource Center using your secure link to review steps or access resources again.
Better Solutions AI
AI-powered business systems that help home service companies capture every lead and never miss a call.
Contact
Serving home service businesses across Southwest Florida and beyond.
Get Started
Policy - Terms of Service
Website & Automation created and powered by Better Solutions AI
© 2026 A Better Solutions Consulting, LLC d.b.a. Better Solutions AI. All rights reserved.