Welcome to Your
Front Office
Setup Portal
Your front office system has been activated, and setup begins immediately.
This portal will guide you through the information, access, and assets SMG Digital needs to configure your website, CRM, lead capture, appointment scheduling, review automation, and communication tools.
Please complete each step as soon as possible. Your setup window is 7 days,
and your 14-Day Revenue Test begins on Day 8.
🔓 Your information is secure and only used for system setup.
Welcome to Your
Front Office
Setup Portal
Your front office system has been activated, and setup begins immediately.
This portal will guide you through the information, access, and assets SMG Digital needs to configure your website, CRM, lead capture, appointment scheduling, review automation, and communication tools.
Please complete each step as soon as possible. Your setup window is
7 days, and your 14-Day Revenue Test begins on Day 8.
🔓 Your information is secure and \only used for system setup.
Your Setup Timeline
Here's what to expect over the next few weeks.
Day 0: Activation
Complete
Your card is securely stored.
No charge today.
Day 1-7: Setup Window
In Progress
SMG Digital builds your system while
you provide required business Info.
Day 8: Revenue Test Begins
Upcoming
Your 14-Day Revenue Test begins
weather onboarding is complete or not.
Your Setup Timeline
Here's what to expect over the next few weeks.
Day 0: Activation
Complete
Your card is securely stored.
No charge today.
Day 1-7: Setup Window
In Progress
SMG Digital builds your system while
you provide required business Info.
Day 8: Revenue Test Begins
Upcoming
Your 14-Day Revenue Test begins
weather onboarding is complete or not.
Setup Checklist
Complete each step to help us build your system faster and more accurately.
1. Business information
What we need:
- Business Name
- Owners Name
- Business Email
- Business Phone
- Service Area(s)
- Business License Nun=mber (if applicable)
Outcome:
We have the info needed to build your business profile and system foundation.
2. Website & Branding
What we need:
- Logo
- Business Photos
- Team Photos (optional)
- Services Offered
- About Your Company & Owner
- Existing Website (if applicable)
Outcome:
We can build your website, forms, and lead capture assests.
3. Login & Mobile App
What we need:
- Create Your Login
- Download the lead Connector App
- Log into your account
- Verify Mobile Access
Outcome:
You can access leads, messages, appointments, and customer communication from anywhere.
Google Connections
Complete in this order
1. Connect Google Calendar
Used for appointment
scheduling and reminders.
2. Connect Gmail
Used for customer notifications,
reminders, and email automation.
3. Connect Google Business Profile
Used for review requests and
reputation management.
Outcome:
Your scheduling,
Communication, and review
systems are fully
connected.
Setup Checklist
Complete each step to help us build your system faster and more accurately.
Business information
What we need:
- Business Name
- Owners Name
- Business Email
- Business Phone
- Service Area(s)
- Business License Nun=mber (if applicable)
Outcome:
We have the info needed to build your business profile and system foundation.
Website & Branding
What we need:
- Logo
- Business Photos
- Team Photos (optional)
- Services Offered
- About Your Company & Owner
- Existing Website (if applicable)
Outcome:
We can build your website, forms, and lead capture assests.
Login & Mobile App
What we need:
- Create Your Login
- Download the lead Connector App
- Log into your account
- Verify Mobile Access
Outcome:
You can access leads, messages, appointments, and customer communication from anywhere.
Google Connections
Complete in this order:
1. Connect Google Calendar
Used for appointment
scheduling and reminders.
2. Connect Gmail
Used for customer notifications,
reminders, and email automation.
3. Connect Google Business Profile
Used for review requests and
reputation management.
Outcome:
Your scheduling,
Communication, and review
systems are fully
connected.
🚀 What Happens Next?
SMG Digital builds your system
We connect you automations
We configure your CRM
We activate your phone system
Your 14-Day Reveue Test begins on Day 8
⚠️ Important
Your setup window is 7 days.
SMG Digital begins building immediately after activation.
Your 14-Day Revenue Test starts on Day 8
weather onboarding is complete or not.
Delays in providing requested information may limit what
can be completed before your Revenue Test begins.
🚀 What Happens Next?
SMG Digital builds your system
We connect you automations
We configure your CRM
We activate your phone system
Your 14-Day Reveue Test begins on Day 8
⚠️ Important
Your setup window is 7 days.
SMG Digital begins building immediately after activation.
Your 14-Day Revenue Test starts on Day 8
weather onboarding is complete or not.
Delays in providing requested information may limit what
can be completed before your Revenue Test begins.
Secure & Private
Your information is encrypted
and protected
Expert Setup
Our team handles the technical
setup and implementation.
Results Focused
Built to help you capture leads,
book appointments, and
generate revenue.
Built For Small Business
We build your system with care so you can focus on running your business.
Copyright: © 2026 SMG Digital Advertising LLC -
All Rights Reserved
Secure & Private
Your information is encrypted
and protected
Expert Setup
Our team handles the technical
setup and implementation.
Results Focused
Built to help you capture leads,
book appointments, and
generate revenue.
Built For Small Business
We build your system with care so you can focus on running your business.