Let's get you set up.
Fill out the form and we'll reach out to schedule your onboarding consult. The whole setup takes a few days and you don't have to touch a single setting.
01
We review your submission
We'll confirm your CRM compatibility and reach out to schedule a consult.
02
Short onboarding consult
We gather your branding, headshot, and any custom details. Takes about 20 minutes.
03
We build and deliver
Your branded intake page, pipeline routing, and QR code. Ready to share.
04
You share one link
That's it. Leads flow in, you get notified instantly, pipeline updates automatically.
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Switchboard does not sell, share, or utilize your data for any purpose outside of your onboarding and service delivery.