Step 1 of 8
Client & Company Details
Basic information about your organisation, primary contacts, and the CRM receiving leads. All fields marked * are required before we can begin your build.
CRM & Technical Setup
Step 2 of 8
States & Coverage
Select every state you want to receive MVA leads for. Each state requires its own dedicated funnel, survey and workflow — confirm your states carefully before sign-off.
Active States Required
Step 3 of 8
Qualification Criteria
Define exactly who qualifies as a billable lead. These criteria are built directly into your workflow logic — any lead matching your SLA qualifiers is billable, regardless of whether another agency has previously sent that contact.
Billing Policy: Any lead that meets the agreed SLA qualification criteria below will be invoiced as a billable lead. Duplicate claims from other agencies do not constitute grounds for non-payment where our lead independently meets these criteria.
Accident Types Accepted
Accident Date — Acceptable Range
At Fault — Acceptable Responses
Treatment / Injury — Acceptable Responses
Attorney — Acceptable Responses
Step 4 of 8
Disqualification Rules
Define which answers trigger a hard disqualification. DQ'd leads are gated in the workflow and will never reach your CRM. Confirm these precisely — they are locked into your SLA and signed agreement.
At Fault — DQ Triggers
Accident Date — DQ Triggers
Treatment / Injury — DQ Triggers
Attorney — DQ Triggers
Step 5 of 8
Webhook & Technical
Every qualified lead is delivered as a real-time POST webhook to your CRM endpoint. We need the exact details below before build begins — no system goes live without a confirmed and tested endpoint.
Must be a POST endpoint. Not a browser or dashboard URL.
TrustedForm
TrustedForm Certificate Required — All Leads
A valid TrustedForm certificate URL is captured on every lead submission. This is mandatory for all MVA Leads Direct programmes and is included in your payload automatically.
Payload Format
Test & Go Live
Step 6 of 8
Payload Field Mapping
Confirm the exact field names your CRM expects. Enter your CRM's field name in the left column — our standard reference is shown on the right. Add any additional fields your CRM requires below.
Standard Fields — Confirm Your CRM Names
Your CRM Field Name
Our Standard Field
Additional / Custom Fields
Any fields your CRM requires beyond our standard set.
Step 7 of 8
Notifications
Configure how your team is alerted on every new qualified lead.
Fields to Include in Notifications
Step 8 of 8
Commercial Terms
Select your programme structure. All programmes require payment upfront — no credit terms are offered. These terms will be incorporated into your DocuSign agreement before build begins.
Payment Policy: All commercial arrangements require cleared upfront payment before your pipeline build commences. No net terms, credit, or deferred billing is available under any option.
Select Programme Structure — choose one
Lead Return & Dispute Policy
Duplicate / Parallel Agency Clause: Any lead independently generated through the MVA Leads Direct pipeline that meets the agreed SLA qualification criteria is billable in full. A lead being previously submitted by another agency does not constitute grounds for non-payment or dispute where our lead meets all SLA requirements.
Agreement & Sign-Off: A DocuSign agreement incorporating all details from this onboarding brief will be issued before any build commences. No pipeline, funnel or workflow will be created until the agreement is signed and upfront payment is cleared. By completing this form you confirm all information is accurate and authorised.
Complete
Onboarding Brief Generated
Your client brief is ready. Follow the steps below — this must be completed before your build can begin.
What To Do Next
Three steps required before your pipeline build begins.
1
Review Your Brief
Read through the summary above carefully. Every detail — qualifiers, DQ rules, webhook endpoint, field names, and commercial terms — will be locked into your DocuSign agreement. If anything is incorrect, go back and update it now before proceeding.
2
Print or Save as PDF
Use your browser's print function (Ctrl+P / Cmd+P) and select "Save as PDF". Keep a copy for your records. This document will be referenced throughout the build and onboarding process.
3
Email Your Brief to MVA Leads Direct
Copy your full brief using the button below and email it to us. This triggers your DocuSign agreement and upfront payment request. No build begins until both are complete.
📧 [email protected]