Step 1 - Sign Your User Agreement + Complete Your Onboarding Form

Goal of this step:

Activate your Phoenix CRM account and submit the information our team needs to build your system.

Quick Action Checklist (2–3 minutes)

✔️ Open the email you just received from Phoenix

✔️ Sign your User Agreement

✔️ Complete the Onboarding Form (linked below)

Once both are submitted, our team can begin customizing your account.

Your Required Forms

✒️ User Agreement

Check your inbox — the agreement was just emailed to you. Please sign it before moving forward.

✍️ Agent Onboarding Form ($89 package + $199 package)

Submit your business details, branding assets, and preferences here:

Click to Fill Out the Agent Onboarding Form 

✍️ Agency Onboarding Form ($499 package + $999 package)

Submit your business details, branding assets, and preferences here:

Click to Fill Out the Agency Onboarding Form

If you cannot complete it right now, you’ll also receive a copy via email. Please submit it as soon as possible.

⚡ Why this matters

The sooner we receive your onboarding form, the sooner we can:

Install your branding + complete your agent website

Set up your phone system

Prepare your email deliverability

Configure your CRM workflows

Clients who complete this step within 24 hours are the fastest to launch successfully.

Need Help? Optional Walkthroughs

If you’d like to watch this step in action or follow detailed instructions, choose what you prefer:

▶️ Video Walkthrough (Loom)

A quick visual guide showing exactly where to go and what to click.

https://loom.com/share/2c1f7a4b643e4689859779e41325845b