Quick Launch v1.0Onboarding that gets
Onboarding that gets
your sub-account ready.
You've purchased an AAA service package. Now confirm your identity and business details so we can prepare your account — pre-filled, verified, and ready in minutes.
Verified access
Linked to your CRM contact
PurchaseAAA-ORD-20451
BusinessBrightPath Roofing Co.
IndustryRoofing
How basic setup works
01
Verify your purchase
Sign in with the access link from your purchase email. We confirm your CRM contact — never by email or phone alone.
02
Confirm your details
Purchase info is pre-filled and read-only. Update your phone and company, then add your business address and industry.
03
We prepare your account
Your existing CRM record is updated — no duplicates. Completion is logged for Admin review and Ask AI handover.
Ready to set up your account?
It takes about two minutes. Your purchase is already verified.