1. Account basics

These are the fields on the signup form itself.

• Your name — First + last
• Business name — What your customers know you as
• Email — This becomes your login. Use the address you actually check.
• Password — Pick one now, or we'll help you set one on the call
• Phone — For account recovery. We never send marketing texts.
• Website — Your existing site, if you have one (we'll need this for the AI extraction step)
• Business address — Street, city, state, zip

2. Business profile

If you opt into "Improve my Digital Footprint" at signup (recommended), our AI will scrape your existing website and pre-fill everything in this section. You then just review and edit. If you don't have a website, you'll fill these in manually.

• Tagline — Your one-line "what you do"
• About description — Short paragraph (2–4 sentences) about your business
• Logo — PNG file, transparent background preferred
• Brand colors — Primary + secondary, as hex codes (e.g. #1A2B3C) or hex picker on the call
• Services list — Every service you offer with a price. Example: "Real estate photography — $250 for first 1500 sqft" / "Twilight shoot — $150 add-on". Include name, price, and a one-line description for each.
• Team members — For each person on your team: name and role (e.g. "Jane Smith, photographer")

3. Features to enable

We'll walk through these on the call. They're a set of toggles for which parts of eMARCOTT you want active out of the gate. You can change any of them later from Settings.

4. Plan choice

Final step: pick a plan. Your rep will walk through the options on the call, but here's the short version:

• Starter — free — Limited features. Good for trying us out.
• Pro — $45/mo — Full feature set minus Website Builder. The default choice for active businesses.
• Web Builder — $95/mo — Pro + the Website Builder, which generates and hosts a custom site for your business.

If you opt into "Improve my Digital Footprint" at signup, you get a 30-day free trial of Pro with no card required.

5. Optional extras for the call

These aren't required for onboarding, but if you can bring them along, your rep can set them up during the same call instead of scheduling a follow-up. All optional — skip any that aren't ready yet.

• Existing customer list — CSV or list of current clients you'd like imported into your CRM. Include name, email, phone, and any other info you have on each.
• Stripe (or other payment processor) credentials — If you already have a Stripe account, bring login access. If you don't, we'll create one on the call. Needed for taking online payments.
• Tax rate + pricing modifier rules — Your local sales tax rate, plus any rules like rush fees, weekend surcharges, travel / mileage fees.
• Business hours / typical availability — Your normal working hours and any standing days off. Detailed scheduling can be tuned later.

After the call

Your account will be live and you'll be able to log in, view your dashboard, and start using the features you enabled. Your rep stays available for a follow-up if you need help with the post-onboarding configuration (Stripe, tax rates, calendar, customer import).