14-Day Trial Prep Checklist
1
Write the one offer you want leads to book or request.
2
Prepare your calendar availability and booking rules.
3
Prepare one lead form: name, email, phone, service needed, preferred time.
4
Write one first-response message and one no-response follow-up.
5
Choose the first pipeline stages: New Lead, Contacted, Booked, Showed, Won/Lost.
6
List the official training/support links you will use during the trial.
Independent buyer education from Asset Agenda. Confirm current prices/features on HighLevel before buying.