Client Onboarding
Welcome to iVon Digital LLC
Let's build a marketing system that helps your business capture more opportunities, follow up faster, and operate more efficiently.
We are excited to help you build and organize the marketing systems your business needs to capture leads, follow up with customers, schedule appointments, request reviews, and operate more efficiently.
Please watch the short onboarding video before completing the form. It explains what information we need and how to help prevent delays.
Watch this video first to understand the onboarding process, required information, account access, approvals, and next steps.
Answers
Frequently Asked Questions
We want your setup to be clear, organized, and as smooth as possible. Review these common questions before submitting your information.
After you submit the onboarding form, iVon Digital LLC will review your business information, services, goals, brand details, and system requirements. We will use this information to begin planning and building your marketing system.
We may contact you if an important detail, login, image, document, or approval is still needed.
Depending on the services you selected, you may be asked to provide your business contact information, address, service areas, services, hours, logo, brand colors, website, social-media links, photos, testimonials, customer questions, appointment preferences, current offers, domain access, Google Business Profile access, and other relevant account information.
Providing complete and accurate information helps prevent delays.
Some systems require access to your existing accounts so we can connect, configure, test, or improve them.
This may include your domain provider, website platform, Google Business Profile, calendar, email account, advertising account, phone system, or customer relationship management software.
Access will only be requested when necessary for the services you purchased.
Please do not send sensitive passwords through regular email or text unless specifically instructed.
Whenever possible, use secure account invitations, delegated access, team-member access, or the secure password-sharing method provided by iVon Digital LLC.
Never send banking passwords, personal identification numbers, or unrelated private account information.
You will need a domain if your project includes a new website, landing page, or branded online system and you do not already own one.
Whenever possible, the domain should remain registered in your name or your company's name. iVon Digital LLC may assist with connecting or configuring it.
You retain ownership of the business information, original images, logos, customer data, and other materials you provide.
Ownership and access to website designs, templates, software, workflows, phone numbers, licensed tools, and custom-built systems may depend on the service plan and agreement you selected.
Review your service agreement for exact ownership, licensing, access, and cancellation terms.
Services may include:
- Business websites and landing pages
- Lead-capture forms
- Appointment-booking calendars
- Missed-call text-back
- Automated lead follow-up
- Email and text-message campaigns
- Customer reminders
- Review-request systems
- Past-customer reactivation campaigns
- Virtual receptionist systems
- Customer relationship management systems
- Sales pipelines
- Website chat
- Reputation-management tools
- Local-business marketing automations
This depends on your selected service.
Some plans may include a virtual receptionist, automated phone assistant, missed-call text-back, voicemail routing, call forwarding, or another call-response solution.
We will configure the system according to your business hours, call-handling preferences, services, service area, and appointment rules.
Yes, when appointment booking is included in your plan.
Customers may be able to request or schedule appointments based on your availability, service rules, operating hours, and calendar settings.
Some businesses may prefer appointment requests to be reviewed before confirmation. We can configure the process based on your needs.
Yes. During onboarding, you may review and approve important customer-facing messages, including:
- Missed-call responses
- Appointment confirmations
- Reminder messages
- Follow-up messages
- Review requests
- Promotional messages
- Reactivation campaigns
- Frequently asked question responses
Yes. We will use the information you provide to match your preferred tone and customer experience.
You may request a professional, friendly, conversational, direct, helpful, formal, warm, or local tone.
Please provide examples of phrases, greetings, or wording your team normally uses.
That depends on your current phone provider and the services being installed.
In some cases, your existing number can be forwarded, connected, or used with the system. In other cases, a new tracking or business number may be recommended.
Do not cancel or transfer an existing business number until the process has been reviewed with iVon Digital LLC.
Yes. We may improve, connect, replace, or build around your current website depending on its condition and your selected service.
If your existing website performs well, we may only need to connect forms, calendars, chat, tracking, or automated follow-up.
Website copy may be included depending on your service plan.
You are responsible for reviewing all business information, service descriptions, prices, claims, licensing details, guarantees, and policies for accuracy before publication.
We may use images supplied by you, licensed stock images, or approved generated graphics when included in the project.
Original photos of your team, vehicles, completed projects, office, products, or customers often make a local-business website feel more trustworthy.
You must have permission to use any images you provide.
Yes, provided they are genuine and you have permission to use them where required.
Please do not submit fabricated testimonials, altered reviews, or claims that cannot be verified.
Setup time depends on the services purchased, project complexity, account access, content availability, required approvals, and how quickly requested information is provided.
Delays most commonly occur when logins, branding materials, service details, or approvals are missing.
You can help the project move smoothly by:
- Completing the onboarding form fully
- Providing accurate account access
- Responding promptly to questions
- Submitting your logo and brand materials
- Reviewing copy and messages carefully
- Approving requested items promptly
- Avoiding major changes after the build has started
Yes. When appropriate, you will have an opportunity to review important parts of the system before it is fully launched.
You are responsible for checking names, phone numbers, service areas, pricing, business hours, links, offers, and other customer-facing information.
Reasonable revisions may be included according to your selected service agreement.
A revision means adjusting existing work. A completely new direction, additional page, new campaign, added integration, or major change in scope may require an additional fee.
Please notify iVon Digital LLC as soon as possible.
Updates may be included with an active maintenance or software plan. Changes outside the original project or plan may require an additional service fee.
No. iVon Digital LLC does not guarantee a specific number of leads, appointments, customers, sales, reviews, rankings, or revenue.
Results depend on market demand, competition, pricing, reputation, service quality, advertising budget, response time, customer experience, online reviews, location, sales ability, offer quality, and consistent system use.
Our role is to provide and improve systems that help your business capture, follow up with, and convert opportunities more effectively.
The system is designed to support your team, reduce repetitive tasks, improve response time, and help prevent opportunities from being overlooked.
It may reduce the immediate need for additional administrative help, but it should not be presented as a complete replacement for human judgment, customer care, management, or skilled employees.
The system may collect the customer's information, provide an approved response, transfer the call, send a notification, or ask a team member to follow up.
You should provide clear escalation instructions during onboarding for emergencies, complaints, unusual requests, estimates, and sensitive situations.
It can provide approved pricing information when you supply clear rules.
For services requiring inspection, diagnosis, measurements, or special circumstances, the system should avoid guaranteeing a final price. It may instead explain that pricing will be confirmed after an assessment.
You are responsible for reviewing and approving all information about your business.
This includes services, prices, licenses, certifications, guarantees, availability, service areas, financing, promotions, legal claims, and health or safety statements.
Notify iVon Digital LLC promptly if anything changes.
Depending on your setup, leads may be delivered through:
- Text message
- Phone notification
- App notification
- Mobile application
- CRM dashboard
- Sales pipeline
- Calendar notification
Yes, when customer reactivation is included in your plan.
A reactivation campaign may contact past customers about maintenance, seasonal services, unfinished estimates, reminders, renewals, special offers, or other relevant services.
You must confirm that your customer list was collected lawfully and may be used for the planned communications.
Yes. We can set up automated review requests after completed appointments or services.
The system should request honest feedback from real customers. It cannot guarantee five-star reviews, prevent negative reviews, or create fake reviews.
They may be included depending on your selected plan.
Additional charges may apply for phone numbers, call usage, text messages, emails, verification, third-party software, advertising, and other usage-based services.
Businesses are responsible for obtaining and maintaining appropriate consent for marketing and automated communications.
Laws and platform rules may apply to text messages, automated calls, email marketing, customer data, opt-outs, and recordkeeping.
iVon Digital LLC may provide general implementation support, but this should not be treated as legal advice.
A2P registration is a business-verification process used by U.S. mobile carriers for certain business text messages.
You may be asked to provide your legal business name, employer identification number, address, website, privacy policy, terms, consent process, and sample text messages.
Approval is controlled by outside providers and mobile carriers, not by iVon Digital LLC.
Not always.
Some messaging services require business verification, phone-number setup, campaign approval, consent language, and carrier registration before full messaging can begin.
Approval times and decisions are controlled by third parties.
We may help identify the stated reason and assist with corrections or resubmission when included in your plan.
Approval cannot be guaranteed because final decisions are made by the service provider or mobile carrier.
Your agreement should identify which costs are included.
Possible additional costs include:
- Monthly software subscriptions
- Phone numbers
- Voice usage
- Text messages
- Email sending
- Domain registration
- Website hosting
- Advertising spend
- Premium integrations
- Third-party applications
- Payment-processing fees
Training or system walkthroughs may be included depending on your plan.
Training may cover viewing leads, managing conversations, updating appointments, using the mobile application, reviewing reports, changing availability, responding to customers, and requesting support.
Anyone responsible for answering leads, managing appointments, reviewing conversations, updating schedules, or overseeing customer communication should participate.
It is helpful to assign one primary contact who can approve decisions and communicate changes.
After launch, we may monitor the system, correct setup issues, make agreed adjustments, and provide support according to your selected plan.
Your business should regularly review leads, appointments, customer conversations, automation results, and system notifications.
Use the support method provided by iVon Digital LLC.
When requesting support, include your business name, a clear description of the problem, screenshots or examples, the affected customer or campaign when appropriate, the device or browser being used, what you expected to happen, and what actually happened.
Do not include full payment-card information, banking passwords, or unnecessary sensitive customer information.
Pause and cancellation terms depend on your service agreement.
Before canceling, review what may happen to your website hosting, phone numbers, text messaging, automations, calendars, customer data, CRM access, licensed templates, third-party subscriptions, and domain connections.
Some systems may stop functioning when an active subscription ends.
Data access and export options depend on the platform, account ownership, service plan, and agreement.
Before cancellation, request information about exporting contacts, appointments, conversations, and other available business records.
iVon Digital LLC will use your information to provide the requested services, operate the systems, communicate with you, and fulfill related business obligations.
Access may also be required by software, hosting, communication, payment, and integration providers used to operate your system.
Review the applicable privacy policy and service agreement for complete details.
Please contact your assigned iVon Digital LLC representative or use the support information provided on this onboarding page.
For the fastest assistance, include your business name and a clear explanation of what you need.
Need Help With Onboarding?
If you are unsure how to answer a question or provide account access, contact your assigned iVon Digital LLC representative before submitting sensitive information.
- support@workwithivon.com
- Phone
- (301) 859-0250
Support hours: Monday – Friday, 9:00 AM – 5:00 PM