Onboarding takes about 90 minutes of your time across two short calls and one form. Here's exactly what we need, and when.
What starts the 72-hour build clock
Only your website is on the 72-hour clock, and the build runs on two things. Get us these and the clock starts.
1. The assets form.
This is where almost everything we need lives. It collects your business owner name, legal business name and DBA, your services, your service areas, brand colors, guarantees, licenses, any testimonials you want featured, and your domain if you own one. It takes about 30 minutes, and the more complete you submit it, the more dialed-in your site looks at go-live.
2. Photos of your work.
Before-and-afters, equipment shots, team photos, finished jobs. Phone photos are perfectly fine, no professional photography needed. The more the better, but we can launch on placeholders and swap in your real photos as they come.
3. Your EIN and a number to forward to (if you want a business line).
If you're taking a dedicated business line, we need your IRS Employer Identification Number (the 9-digit number, formatted XX-XXXXXXX) for A2P 10DLC texting registration, which is what lets your line send texts at all. It's stored securely and not shared with third parties. Not sure where it is? Check your original IRS EIN letter (Form CP575-G), your LLC operating agreement, or any business tax return.
We also need a working cell or office line to forward to. When your AI receptionist is off, Lockr routes calls from your business line to it. You'll hear a quick whisper telling you it's a Lockr lead, then you can pick up or hand it to the AI receptionist if you're busy. When the AI receptionist is on, it answers those calls instead. Either way, the lead is captured.
What we need for an accurate, complete presence
These don't hold up your website, but they're how we get your name showing up everywhere a customer checks. The sooner you get them to us, the sooner your listings point at your shiny new site.
4. Manager access to the platforms we run.
For the platforms we manage for you, you add Lockr as a manager from inside your own account. Your logins always stay yours, we never ask for your passwords, and you can remove access anytime. We send you the exact steps for each one. For the platforms that only the owner can change, you claim those yourself, on your own time, using the precise step-by-step instructions we hand you. No screen share, no password sharing.
5. Your Google Business Profile, set up and verified.
The one thing only you can do. Google requires the actual business owner to verify their identity, so we can't do it for you. If you don't have a GBP yet, set one up at business.google.com and complete the verification (usually a postcard to your address).
If you already have a verified GBP, you add support@leadlockr.ai as a Manager. Go to business.google.com, click your business, click the three-dot menu, click “Business Profile settings,” click “Managers,” and add it. We'll send you the steps, and if you'd rather do it together, just ask.
If you've lost access to your GBP, tell us on the blueprint call. We have a process to recover it.
Recommended, makes Lockr a lot sharper
6. A CRM.
A CRM isn't required, but it's what makes Lockr genuinely useful. Lockr's intelligence comes from job context: what work you're doing, for which customers, when. A CRM is how it gets that.
If you already run Jobber or Housecall Pro, Lockr's designed to work with it. If you don't, our lightweight built-in CRM comes free with every account and handles the basics, customers, jobs, scheduling, plenty for Foundation. Either way you're never stuck. Without any CRM, Lockr still handles inbound leads, it just can't follow up after jobs, send review requests automatically, or surface revenue patterns. It works, it's just sharper with one.
Most of this gets gathered on the assets form and a couple of quick steps we send you. Plan on about 30 minutes for the form, and we walk through the rest together on your two calls, blueprint and launch.
Questions? Email support@leadlockr.ai.