Page 1 of 1

Helpables LeadDock Client Intake

LeadDock helps small businesses capture inquiries, organize leads, send confirmation messages, connect booking, and collect one-time payments without the complexity of a full CRM. Complete this short intake form so we can confirm your setup.

Business Details

Full name

Business name

Business email

Phone number

Website or current lead form

Country and time zone

Business type

Current Lead Process

Approximate number of inquiries per month

0-10

11-30

31-100

More than 100

Where do leads currently arrive?

Website form

Social media

Referrals

Phone or WhatsApp

Other

Choose Your Plan

Which plan do you want?

Best Value - $0 setup + $49/month (six-month service commitment)

Flexible - $149 setup + $49/month (month-to-month)

Account Readiness

What should LeadDock help you improve?

Capture inquiries

Organize leads

Respond faster

Connect booking

Collect one-time payments

Track lead status

Do you already have a Tally account?

Yes

Do you already have a Stripe account?

Yes

Anything we should know about your current process?

Agreement

Terms & Conditions

I confirm that the information provided is accurate and I authorize Helpables to contact me about this service.

I understand that Stripe processing fees and optional third-party subscriptions are not included.

I understand the commitment and setup terms for the plan I selected.

I agree that payments already charged are non-refundable after work begins or a billing period starts.

Submitting this form does not charge you. After submission, use only the secure Stripe link matching the plan you selected: Best Value — $49/month with a six-month service commitment: https://buy.stripe.com/eVqaEW0JX6Qn502ckb4gg01 Flexible — $149 setup today + $49/month, month-to-month: https://buy.stripe.com/3cIfZg0JXgqXdwydof4gg02