Church Onboarding

Step 1 of 4

Tell us about
your church.

This helps us set up your platform with the right name, branding, and contact info from day one.

Church Name *

Pastor / Lead Pastor Name *

Your Role

Your Name *

Your Email *

Best Phone Number

Church Website (if any)

City & State

1 of 4

Step 2 of 4

Your congregation.

This helps us configure the right workflows — and find the gaps we should close first.

Average Weekly Attendance *

Under 50 members

Small but mighty

50 – 150 members

Growing congregation

150 – 500 members

Established church

500+ members

Large congregation

Denomination or Faith Tradition

Where do people fall through the cracks right now?

First-time guests who never hear from us again

Regular attendees who quietly stop coming

Prayer requests that get prayed for once, then forgotten

Care needs that don't reach the right person

Coordinating and confirming volunteers

Getting announcements to everyone quickly

What happens today after a first-time visit?

2 of 4

Step 3 of 4

Your church's voice.

We write all your messages to sound exactly like you — not like software. Help us get it right.

How would you describe your church's communication style? *

Warm & casual

Friendly, like a conversation with a friend

Warm & professional

Caring but polished and organized

Traditional & reverent

Formal, scripture-grounded language

Energetic & upbeat

Enthusiastic, uses emojis, feels alive

What name do you call your congregation members?

We'll use this in all automated messages

Share an example of how you'd normally text or email your congregation

3 of 4

Step 4 of 4

Almost there —
last few things.

A few final details so we can hit the ground running for you.

What area code would you like for your church phone number?

We'll provision a local number in this area code. If unavailable we'll find the closest match.

Do you currently use any church management software?

What day/time works best for your onboarding call?

Anything else you'd like us to know before we start building?

Optional: church registration details

Before any church can send text messages, the mobile carriers require the church's registered business details. We can gather this with you later, but if you have it handy now we can start that registration on day one instead of waiting on it. Every field in this section is optional.

Church legal name (as registered with the IRS)

Example: First Baptist Church of Loveland, Inc.

Church entity type

Registered address

Street, city, state, and ZIP exactly as it appears on your IRS paperwork.

We have our church's EIN available

Please do not type your EIN here. We will collect it securely with you during onboarding.

Authorized representative — full name

The person authorized to sign for the church. Usually the senior pastor, treasurer, or a board officer.

Authorized representative — title

Authorized representative — email

Authorized representative — phone

4 of 4

Tell us aboutyour church.

Your congregation.

Your church's voice.

Almost there —last few things.

You're all set,Pastor.

Tell us about
your church.

Almost there —
last few things.

You're all set,
Pastor.