Beyond Vision
Client Onboarding — BV-OB-01
v1.0
🪟
Get your team on Beyond Vision
The end-to-end field sales operating system built for window replacement. In the next few minutes, we'll configure your account, select your plan, and get you live.
📋
Field CaptureAppointments, measurements, photos — all in one form
📄
Instant QuotesBranded PDF quotes generated on-site
✉️
Email DeliverySend quotes to customers before you leave
💳
Collect DepositsSecure payment collection via Stripe
1
Company Information
Tell us about your business
Company Name *
Primary Contact Name *
Title
Email *
Phone *
Website
Service Territory *
How did you hear about Beyond Vision?
2
Team Size & Plan
Select the right fit for your team
Number of Field Sales Reps *
Current CRM
Recommended
Standard
1–9 reps · Single market
$3,500
One-time setup
$149 /rep/mo
Monthly per seat
6-month minimum · then month-to-month
Recommended
Growth
10–19 reps · Single market
$7,500–$10,500
One-time setup (scope-dependent)
$139 /rep/mo
Monthly per seat
12-month minimum
Recommended
Enterprise
20+ reps or multi-market
$15,000–$25,000+
One-time setup (scope-dependent)
$129 /rep/mo
Monthly per seat
12-month minimum
What's Included
Platform configuration, product catalog build, quote and email template branding, CRM integration, rep account provisioning, training session, and launch support. Full setup fee breakdown appears in your quote on Step 5.
3
Product Catalog Scope
Which manufacturers does your team sell?
Select All That Apply *
Estimated Product Lines
Custom Products?
Additional Notes
4
Terms & Conditions
Review before proceeding

Scope of Service

Beyond Vision provides an end-to-end field sales operating system scoped to the sales appointment. The platform handles appointment capture, quote generation, branded PDF output, email delivery, and deposit collection. Client branding appears on all customer-facing output including quotes, emails, and payment links.

Setup & Onboarding

The one-time setup fee covers platform configuration, product catalog build from your manufacturer data, quote and email template branding, CRM integration, rep account provisioning, a live training session, and launch support during your first week.

Monthly Subscription

Per-rep monthly fees are billed on the 1st of each month. Seat count adjustments (additions or reductions) take effect on the next billing cycle with 15 days' written notice.

Commitment Term

Standard plan: 6-month minimum commitment, then month-to-month. Growth and Enterprise plans: 12-month minimum commitment. Either party may terminate with 30 days' written notice after the minimum term.

Data & Security

All data is encrypted in transit (TLS 1.2+) and at rest. Infrastructure runs on Railway (hosting), AWS S3 (file storage), Cloudflare (DNS, SSL, DDoS protection, WAF), Stripe (PCI-compliant payment processing), and SendGrid (email delivery). Your data belongs to you — full export available upon request at any time.

Intellectual Property

Beyond Vision is proprietary software owned by Olive on Main Design Studio, LLC. Client receives a non-exclusive, non-transferable license to use the platform during the active subscription period. Client retains ownership of all customer data, photos, and business records entered into the system.

📄
Beyond Vision — Service Quote
Generated
Prepared For
Company
Contact
Email
Territory
Plan Selected
Plan
Seats
Commitment
Setup Fee Breakdown
Platform configuration
Product catalog build
Quote & email branding
CRM integration
Training & launch support
Total Setup Fee
Monthly Recurring
Per-seat rate
Seats
Monthly Total
Year 1 Total
Tax Treatment
SaaS subscriptions do not require depreciation or Section 179 election — the full cost is written off as an operating expense. Consult your tax advisor for specifics.
Secure Your Spot
Setup deposit to begin onboarding
🔒
Setup Deposit
A 50% deposit on your setup fee reserves your onboarding slot and kicks off catalog build and platform configuration. The remaining balance is due at launch.
50% of setup fee · Applied to total
Secure payment processed by Stripe. You'll receive a receipt by email immediately.
Questions? Contact [email protected]
What Happens Next
After your deposit, you'll receive a welcome email with next steps. We'll schedule a kickoff call to collect your product catalog data and branding assets, then begin building your Beyond Vision instance. Typical setup time is 5–10 business days depending on catalog complexity.