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.