Standard plan
$497 setup + $97/mo
5-7 business days
SMB Business Automations
Client Onboarding Forms + E-Sign
New clients fill one intake form, sign your agreement online, and both sides get a copy automatically.
$497 setup + $97/mo
Who it's for: For service businesses that still chase intake answers, signatures, and document copies by email.
- 14-day free trial on monthly plans
- 24-hour monthly setup-fee waiver
- Live support 7 days
Request a phone call
Business Automations > Client Onboarding Esign > Start now
Talk it through or start now
No card is needed for the trial. Choose a paid plan only when you are ready.
How it works
A clear setup process, with your approval before customer-facing work goes live.
- 1
Step 1
A new client gets your intake form link.
- 2
Step 2
Their answers fill your agreement, ready to e-sign.
- 3
Step 3
Signed copies go to both of you and you get an alert.
What's included
Up to 3 forms or agreement templates, unlimited signatures, and signed-document storage.
What we need from you
Your agreement and the questions you ask new clients.
From one of our own brands
A real example from Start My Business or another brand we own.
Our own service onboarding
Start My Business uses one intake path to collect business details, route the right agreement for signature, and keep the finished copy with the order record.
Talk it through or start now
No card is needed for the trial. Choose a paid plan only when you are ready.
Where to find it
Start in your dashboard, or use the secure product links below.
In your dashboard>Business Automations>Client Onboarding Forms + E-Sign>Start now
24-hour setup-fee waiver
Your setup fee is waived when you sign up within 24 hours of your first visit to the dashboard Automations page in a calendar month. A new 24-hour window opens each calendar month. Monthly fees still apply.
14-day free trial
Monthly automation plans include one 14-day free trial per service. No card is needed, and we never charge you without you choosing a paid plan. One-time products and per-use charges are not part of the free trial.
Pricing summary
The same prices shown on your dashboard. Ad spend, carrier fees, message costs, extra minutes, and per-use charges are separate where noted.
Questions, answered
What does Client Onboarding Forms + E-Sign do?
New clients fill one intake form, sign your agreement online, and both sides get a copy automatically.
What does it cost?
Standard plan: $497 setup + $97/mo. Any usage, ad spend, carrier, or third-party costs are listed in the pricing summary.
How long does setup take?
5-7 business days
What do I need to provide?
Your agreement and the questions you ask new clients.
How do the free trial and setup-fee waiver work?
Monthly plans include one 14-day free trial per service, with no card needed. The setup fee is waived when you start within 24 hours of your first dashboard Automations visit in a calendar month. A new window opens each month. Monthly and usage fees still apply.
What consent and result rules apply?
E-signatures follow the ESIGN Act and UETA consent rules. Sensitive numbers are never sent by plain email. Results vary.
Consent and expectations
E-signatures follow the ESIGN Act and UETA consent rules. Sensitive numbers are never sent by plain email. Results vary.
Results vary. We do not guarantee leads, replies, bookings, views, rankings, or sales.
Marketing texts, ringless voicemail, and outbound AI calls go only to people who opted in. STOP is honored. Consent is not a condition of purchase.
Talk it through or start now
No card is needed for the trial. Choose a paid plan only when you are ready.