Checklist

Please Complete The Following Checklist

Please send any questions to support@setandclose.com

Please create accounts & update billing for the following platforms...

**Make note of your password as we will ask you for this shortly

1) Zapier: Starter Plan https://zapier.com/

2) Twilio: https://twilio.com/. Note for Twilio you will have to update billing. Trial Mode will not work. After your account has been updated, go to your dashboard to get the Account SID & Auth token, and enter below.

Twilio Account SID: *

Twilio Auth Token *

Have You Created Accounts & Updated Billing On All Listed Above?

First Name

Last Name

Email *

Phone *