What this means for your business
Start with your website and city or service area. Review the sample preview first. Submitting an email requests the saved plan; merely generating a preview does not mean you purchased anything.
What to do next
Plan follow-up emails include the private plan link and an unsubscribe option. You can reply by email rather than book a call. Checkout and Google account actions require a confirmed email.
Keep in mind
Keep the plan link private because it identifies your saved plan. Do not post another person’s link or paste account details into public chat. See the Privacy Policy for how lead information is used.
Need a specific answer? Email kyle@claritad.com.