🧪 Beta · Test mode — use card 4242 4242 4242 4242 with any future date & CVC, or paste your FOUNDING code at checkout for free access
Step 0 of 7 · 30 minutes
Let's build your platform.
Answer these questions and our AI will codify your method, build your brand kit, connect your CRM, and generate your first sample homework — all in under 15 minutes. The more you give it, the sharper it gets.
About your business
Basics — who you are, where you work, your team.
Your methodology
Tools, exercises, philosophy — the heart of the AI lock.
Your brand
Logo, colors, voice — applied across every email and PDF.
Your CRM
Native sync (GHL, Gingr, PocketSuite, more) or Zapier.
Clients & delivery
How and when homework reaches your clients.
Existing materials
Drop in anything we should learn from. Optional but huge.
Tip: Have your logo file, brand colors, and a sample of homework you've sent before ready. You'll move twice as fast.
Not started
Section A · 1 of 7
About your business.
The basics. Takes about 5 minutes.
Pick as many as apply.
Family petPuppyBehavior modificationService dogSport / IGP / agilityProtectionDetection / scentBoard-and-trainOther
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Section B · 2 of 7
Your methodology.
This is the most important section. The AI learns your method here — what you teach, what you refuse to teach, and how you say it. Take your time. ~10 minutes.
Your philosophy
In 2–3 sentences, describe your training philosophy. What makes your method different?
Minimum 100 characters. The longer and more specific, the better the AI learns.
Tools you USE
Tap everything you regularly use. Add custom tools at the bottom.
Add the exercises that make up your program. These become the AI's curriculum spine — every homework draft is built from these.
0 of 10–15 minimum
Don't have these written down? Just type quick versions now — you can refine them when the AI generates your sample homework for review. Voice-recording mode coming soon.
Reward markers & verbal cues
What you say when the dog gets it right.
What you say to end a behavior.
Your homework style
Drop in any phrases the AI should mimic. The more, the better.
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Section C · 3 of 7
Your brand.
Logo, colors, voice — applied across every homework PDF, email, and client touchpoint.
Logo
Upload your existing logo. PNG, SVG, or PDF — transparent background preferred. Required.
logo.png
— KB
Don't have a logo yet? Get one made on Fiverr or Canva first, then come back. Your platform looks 10x more professional with a real logo.
Drop in 2–3 examples of your existing client comms — emails, IG captions, blog posts. This is gold for training the AI on your real voice.
Saved
Section D · 4 of 7
CRM & integrations.
Pick your CRM and we'll wire it up. Native sync for the big ones, Zapier for the rest, and a built-in roster if you don't have one yet.
Which CRM do you use?
Native
Go High Level
Click below to connect Go High Level. You'll authorize FetchNote inside GHL, then we'll automatically map your pipeline stages, sync clients + dogs, and push every homework recap back to the contact record.
Sync session notes to GHL contact record
Every homework recap appears as a timeline note on the client's contact.
Auto-advance pipeline stage on homework sent
Move the deal from "Session complete" → "Homework delivered" automatically.
Send homework email via GHL (not FetchNote)
Use your existing GHL email templates and tracking. Off by default.
Map dog data to GHL custom fields
We'll auto-create custom fields for Dog Name, Breed, Age, Program, Curriculum Stage.
Native
Gingr
Click below to connect Gingr. We'll sync your client roster, dog profiles, and appointment data — and push every homework recap back to client notes.
Sync session notes to Gingr client records
Auto-email homework via Gingr instead of FetchNote
Native
PocketSuite
Connect PocketSuite to sync your client list, appointments, and invoices. Note: PocketSuite's API is more limited — we can pull data but can't push notes back. We'll email homework directly to clients instead.
Send homework as PocketSuite client message
Native
Time To Pet
Time To Pet uses API keys instead of OAuth. Grab yours from Settings → Integrations → API Access and paste below.
Native
MoeGo
Click below to connect MoeGo. We'll sync services, appointments, and auto-attach homework PDFs to each dog's profile.
Zapier
Your CRM
Your CRM doesn't have native FetchNote sync yet, but it connects via Zapier. We've built two templates for you:
New client in your CRM → Create FetchNote client (auto-syncs new contacts in)
FetchNote homework sent → Log to your CRM (writes recaps back to notes)
Or skip and set this up later — you'll still be able to use FetchNote standalone.
Zapier
HubSpot
HubSpot connects via Zapier. We'll sync Contacts and Deals, with homework recaps written to contact timeline notes.
Manual
Squarespace
Squarespace doesn't have a real CRM API for bookings — we'll sync via your scheduling tool instead. Which do you use?
Custom
Other / not listed
Want us to wire this up as a native integration?
Takes 1–2 weeks if there's an API. We'll review and reply.
In the meantime, we'll set you up with CSV import + email-based client capture so you can start using FetchNote today.
Built-in
No CRM
No problem — we'll set you up with FetchNote's lightweight client roster. Add clients manually or upload a CSV when you're ready. If you ever pick up a CRM later, we'll migrate everything in.
How should homework reach your clients?
Multi-select. The AI will use these in order of preference.
Email from your domainEmail from fetchnote.appSMS (Twilio)Through CRM onlyPDF download (in-person handoff)
Calendar sync
Want session reminders auto-added to your calendar?
AI provider keys
FetchNote runs on AI you bring yourself. You pay AI costs at-cost, directly to the provider — full transparency, no markup.
Required. Used for generating homework. Get one at console.anthropic.com — takes ~3 minutes.
Optional. Used as fallback for voice transcription. Get one at platform.openai.com.
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Section E · 5 of 7
Clients & delivery.
A few last details about how you run your sessions.
FetchNote sends homework one-way. Replies go to you, not the app.
Anything the AI should always include or disclaimer?
Vet referral noteService dog docsBehavior modification disclaimerInsurance disclosure
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Section F · 6 of 7
Existing materials.
All optional — but every file you drop in here makes the AI sharper. Existing curriculum docs, sample homework, training videos — anything that captures how you actually work.
Existing curriculum docs
PDFs, Word docs, Google Doc links — your written program.
Sample homework you've sent
PDFs, screenshots, email forwards. The AI mirrors structure and tone.
Training session videos
Drop in YouTube/Vimeo links, or upload up to 5 video files.
Voice memo (5 min, optional)
"Talk for 5 minutes about your method as if onboarding a new trainer." Best signal for the AI's voice model.
Brand assets
A zip of fonts, color guides, photography — anything brand-related.
Saved
Section G · 7 of 7
Review & launch.
One last look. After you pay, our AI starts building immediately — your sample homework lands in your inbox in under 15 minutes.
Business
Business—
Name—
Location—
Focus—
Methodology
Tools used—
Deny list—
Core exercises—
Tone—
Brand
Logo—
Primary color—
Voice—
CRM & integrations
CRM—
Delivery—
Anthropic key—
Solo plan · One-time setup
$299
Then $99/month after launch. AI compute, brand kit, and CRM wiring included. Founding price locked in forever.
Secure checkout via Stripe · 14-day money-back guarantee
Saved
Your build is starting.
Our AI is now codifying your method, generating your brand kit, wiring your CRM, and drafting your first sample homework. Estimated ready time: under 15 minutes.
✓
Intake processed
just now
Parsed 47 answers from your intake
Saved to your build profile
✓ Profile ready
⟳
Method-lock generation
in progress
Codifying your training philosophy
Reading your 12 core exercises
Building deny-list from refused tools
Locking marker words & sign-off voice
→ 12 exercises locked · 11 deny rules · 4 markers
3
Brand kit assembly
queued
Generating PDF homework template
Styling email + SMS headers with your colors
Embedding your logo at 3 sizes
→ Brand kit · 3 templates · ready
4
CRM wiring
queued
Creating FetchNote custom fields in GHL
Mapping your pipeline stages
Testing two-way sync with sample contact
→ GHL connected · 6 custom fields created
5
Sample homework draft
queued
Drafting Week 2 place duration for Bear (Bernese)
Running it through your method-lock
Rendering branded PDF
→ Sample homework PDF · 2 pages · ready for review
6
Final QA & email you
queued
Running spell-check + method-lock validation
Sending preview link to your email
✓ Email sent · check your inbox
Live · 00:00 elapsed
We'll email you the second your sample homework is ready to review. Bear, Bernese Mountain Dog, will be your first test case.