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.
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.
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.
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
- Stripe is LIVE_MODE; no payment success is assumed from public pages.
- Trial activation requires completed and verified checkout.
- WhatsApp/Messenger automation is not live unless later announced.
- AI live reply: OFF.
- Outbound messaging: OFF.
- n8n automation: OFF.
- Meta Review: paused/secondary.
- 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
Provider authorization, inbound evidence, AI draft testing, outbound messaging, and n8n automation 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, OTP or 2FA codes, API tokens, webhook signing secrets, cookies, raw logs, Page IDs, PSIDs, phone number IDs, message bodies, 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, tokens, raw logs, Page IDs, PSIDs, 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 provider setup, live sends, AI reply, outbound messaging, and n8n automation remain blocked until separately approved.
Trusted server intake and email fallback are both manual intake paths. Neither path connects providers, enables live automation, enables AI live reply, enables outbound messaging, or enables n8n.