Skip to content

New client setup

Let’s build your agent

This is the first half of onboarding — who you are, what you do, and how your phone works today. It takes about ten minutes. Lazrua handles the rest with you on a call, because the fiddly parts go faster spoken than typed.

Prefer Spanish? Este formulario en español.

Your business

How your agent introduces itself, and who we call about the build.

If everyone calls you "Martinez Air," put that — not the LLC name.

Only if it is not obvious. Spell it how it sounds — "Kende" is "KEN-dee."

What you do, and what you don't

This is the part that stops your agent taking a job you cannot service.

Cities, counties, or a radius in miles. Be specific.

Optional, but this is one of the most useful answers on the form — it is how your agent turns down work you don't want.

How your phone works today

So we forward calls correctly.

A name. We work out the full rules on the call.

Included in every plan, whichever you pick.

Some states require telling a caller the line is recorded. This sets your greeting correctly.

Permissions

Four separate things. Read them — none of them is boilerplate.

You can leave this unticked and still submit the form. We will not sell or share your number, and we do not send marketing texts.

Nothing goes live until you have called your own agent and approved it in writing.