Welcome

Let's set up your Marcus OS account

A few minutes to configure your workspace. We'll save your progress as you go — you can resume anytime with the link we send you.

Step 1 of 6

Tell us about your company

Identity and branding. This appears in your invoices, dashboards, and customer-facing widgets.

Brand / DBA name

Business entity

Year founded

EIN / Tax ID

Website URL

Business email

Business phone

Logo URL (transparent PNG) Used in dashboards and customer-facing widgets. Transparent background recommended.

Primary brand color

Tagline

Step 2 of 6

Where do you operate?

Select all US states where your company offers credit-repair services. Your compliance posture per state is your responsibility as the credit-repair organization.

Select all states where you operate*

Offer DIY-only packages to Georgia residents (state law allows DIY but not done-for-you services)

Click to toggle. Minimum 1 state required. States you don't select will be automatically marked as not-served.

Do Not Call (DNC) registry compliance

Step 3 of 6

Your service packages

What you charge YOUR end customers. This is independent from what Marcus OS charges you.

Step 4 of 6

Configure your AI sales agent

Choose a name, voice, and personality. Your customers will know your agent by this name.

Step 5 of 6

Connect your tools

Link your CRM, payment processor, and communication channels. You can skip optional ones and add them later.

CRM provider If you select GHL, we'll initiate OAuth in the next step to connect securely.

CRM account / location ID (if applicable)

Email sender

Email sender domain

Booking calendar

Step 6 of 6

Team and operations

Operating hours, timezone, and team escalation. Almost done.

Primary timezone

Response time SLA

Owner / final escalation contact* Owner contact is required.

Discount auto-approval threshold (%) Discounts up to this percentage are auto-approved. Higher discounts require manual approval.

Out-of-hours auto-reply message

Welcome to Marcus OS!

Your tenant is active. Your 14-day free trial has started — explore your dashboard, connect your CRM, and configure your agent. We'll email a setup checklist to your inbox shortly.

Tenant ID: —

Go to dashboard