Visitor prepares: review trial and pricing. SmartBiz verifies: trusted account entitlement after checkout. Next: paid dashboard access.
Property-agent onboarding readiness
Know the SmartBiz path before you pay or request channel setup.
This page explains the safe path from public SmartBiz pages to verified Advisor X access and later owner-assisted WhatsApp or Messenger setup. It does not create an account, start checkout, connect providers, send messages, or enable automation.
Public-to-paid launch path
From first trial to supervised channel setup
Your public launch plan is not saved. After sign-in, SmartBiz uses your actual account and property data to show progress.
The handoff is semantic and navigational, not a transfer of visitor answers.
Provider connection is a later owner-assisted step. It is not part of these seven preparation milestones.
Visitor prepares: one owned listing. SmartBiz verifies: saved property record. Next: property workspace.
Visitor prepares: location, price context, buyer angle, and FAQ/source notes. SmartBiz verifies: trusted saved facts. Next: repair missing facts.
Visitor prepares: approved photos or floor plan. SmartBiz verifies: saved media summary. Next: add safe media if missing.
Visitor prepares: positioning, nearby anchors, FAQs, and safe source notes. SmartBiz verifies: knowledge checks. Next: clean unsafe source content.
Visitor prepares: draft-only reply review. SmartBiz verifies: owner-reviewed readiness checks. Next: review queue.
Visitor prepares: supervised setup review request. SmartBiz verifies: trusted setup request attached to an owned property. Next: supervised setup review.
SmartBiz support may guide an owner-assisted provider step later. WhatsApp and Messenger are not connected from this page, and nothing is sent automatically.
Step 1
Review public pages
Start with the homepage, free buyer readiness tool, pricing, support, privacy, terms, and data deletion pages so you understand the product and safety boundaries.
Step 2
Use the free tool
The Buyer Readiness Score helps you understand the SmartBiz idea before paying. It is not a payment step and does not activate a trial.
Step 3
Start Advisor X
Paid access requires completed and verified Stripe Checkout. Public pages do not mean trial activation or payment success has happened.
Step 4
Request setup review
After verified access, property agents can request owner-assisted WhatsApp Business or Messenger setup review using safe business details only.
Step 5
Run ads after gates
Ads should wait until website, support, opt-out, payment, channel, and manual handoff gates are verified in production smoke.
First seven days
What a property agent should do during the 7-day trial
Use the trial to prove one practical workflow: prepare one real property workspace, review buyer-safe replies, and understand whether SmartBiz fits your daily follow-up process.
Public pages never activate a trial. Trial access starts only after Stripe Checkout is completed and verified. Current public terms are 7 days free, then USD 49.00/month unless cancelled before billing starts. Stripe Checkout shows the exact amount due before card entry.
Review pricing, support, privacy, terms, and channel readiness before starting checkout.
Create a clean workspace for one owned listing. Do not add private buyer data or chat exports.
Add safe property facts, approved photos, buyer questions, and source notes you are allowed to use.
Use draft-only reply review to improve buyer follow-up. Nothing sends automatically.
Choose whether WhatsApp, Messenger, or both should be reviewed later. Setup review does not connect a provider.
Continue only if the property workspace and reply review feel useful. Use support for cancellation or billing help; never send card details through chat.
The first seven days are for proving SmartBiz value, not for launching live automation. WhatsApp/Messenger provider setup, AI live replies, outbound messages, and n8n remain off unless later approved through a separate supervised phase.
What SmartBiz helps you do
SmartBiz Advisor X is strategy intelligence for property agents. It helps turn buyer conversations into clearer concern diagnosis, viewing momentum, follow-up direction, and client intelligence reports.
- Understand hidden buyer concerns.
- Prepare better next-message strategy.
- Use listing context for Advisor X reports and roleplay practice.
- Prepare future channel setup without pretending automation is live.
Current safety states
- Payments use live Stripe Checkout; no payment success is assumed from public pages.
- Trial activation requires completed and verified checkout.
- WhatsApp/Messenger automation is not live unless later announced.
- Automated buyer replies are not active.
- Buyer message sending is not active.
- Messenger remains a later setup track.
- Public users cannot connect WhatsApp or Messenger directly from this page.
Before paying
Review the product, pricing, and channel readiness pages. Do not enter card details unless you intend to use Stripe Checkout through the official signup flow.
After verified checkout
Use Advisor X and the dashboard for buyer strategy/report preparation. Then request owner-assisted channel setup review if WhatsApp or Messenger matters for your workflow.
Before live channels
Channel authorization, verified message receiving, AI draft testing, and buyer message sending require separate owner-approved gates and production smoke.
What paid subscribers can expect later
- Advisor X buyer strategy workflow.
- Support and owner-assisted setup path.
- Channel readiness checklist.
- Manual and controlled onboarding before automation.
- No self-serve live messaging until separately approved.
Do not send card details, passwords, login codes, private account settings, screenshots of private configuration pages, full chat exports, or private customer data through chat, WhatsApp, Messenger, email, or support forms.
After a channel setup request
Possible setup status states
These states explain what may happen after a future setup request. They are not live account status and do not mean WhatsApp or Messenger has been connected.
Submitted
Your setup details were received for manual review.
Owner review
SmartBiz/Jerry reviews safe setup details before any next step.
Needs more information
You may be asked for safe business context only, not secrets or private customer data.
Rejected: sensitive data
Card/payment details, private account access details, full chat exports, phone numbers, and private customer data cannot be processed.
Support handoff
Privacy, deletion, payment, or sensitive-data issues move to support/manual handling.
Blocked
Live channel setup, automated replies, and buyer message sending remain blocked until separately approved.
Trusted account intake and email fallback are both manual review paths. Neither path connects channels, enables live automation, or sends buyer messages.