Request access and make the first-value experience feel immediate
This wizard captures just enough business, service, geography, and opportunity context to seed a starter pack, default sources, demo opportunities, and AI discovery without slowing the client down.
Premium plan architecture
For local operators who want a premium intelligence layer without enterprise complexity.
For multi-service teams that need daily workflow dependence and stronger market coverage.
For aggressive operators expanding geographies, crews, and premium response workflows.
For white-label, multi-brand, regional rollouts, and custom compliance or routing requirements.
Onboarding Wizard
Collect the right inputs once, then let the engine do the heavy lifting
The flow is optimized for business basics, service exclusions, geographies, examples, competitors, urgency, and offer details so Apex Blue can begin producing value within minutes.
Why this wizard exists
Structured intake built for under-5-minute perceived value
The intake captures enough signal to build a starter profile, assign a vertical pack, seed default sources, create a non-empty inbox, and queue AI discovery without asking the client to suffer through a long setup.
Need a faster walkthrough?
If you want Apex Blue to help tune source strategy, pricing fit, or vertical pack selection live, book a strategy call instead of starting cold.