Onboarding

Begin Onboarding/Start Trial

Get set up in minutes - we'll handle the heavy lifting

Answer a few quick questions so we can configure your account.

When you submit, we'll redirect you to the secure stripe link to activate the trial on your selected plan.

(You can see a full setup timeline below)

Get Your Trial Started!

Plan Selected*
(Standard & Pro: 1)

Timeline:

  • Submit this form

    • Provide your contact details and select your plan

  • Redirect to secure checkout

    • You'll be taken to our Stripe page to start your trial

  • Business information form

    • After trial activation through Stripe, you'll be automatically redirected to a short form collecting your business details

  • Account setup (24-72 hours)

    • Our team configures and customizes your AI knowledge bases, system revenue tracking, general intake workflows, and gets a phone number tied to your service that is A2P Compliant for client communication.

    • Within 24-72 hours, you'll receive your login credentials and onboarding guide via email.

Want Help?

Book a session with one of our team members below, and we will walk you through each step of the onboarding process!

GulfPoint Assistance

Empowering businesses with innovative solutions, we are committed to providing 24/7 support and fostering growth for your business. Connect with us for a brighter, smarter future!

Quick Links

© GulfPoint Assistance LLC. 2025. All Rights Reserved.