Short-term forklift hire
Counterbalance hire · Reach truck hire · Emergency replacement hire
YOUR DEALERSHIP / AN ILLUSTRATIVE EXPERIENCE
Your dealership.
Ready for what’s next.
Your plan, setup checklist and reports. Explore the proposed dealer portal below, this is a illustrative demonstration, not a live client account.
✓ No passwords requested✓ No uploads or payments✓ Sample data only
EXAMPLE DEALERSHIP · PRO
SAMPLE ONBOARDING SCREENWelcome to Forklist.
Here’s what happens next. We guide you through each step.
Setup checklist1 of 5 steps complete · example only
Your dealership & goals
Services, local areas, offers and enquiry owners.
Review your agreement
Scope, costs, start date and cancellation terms.
Connect your accounts
Google, Meta, website and agreed enquiry channels.
Review & test together
Approve adverts, pages, messages and routing.
Approve launch
Workspace walkthrough, final checks and agreed launch date.
The right starting point.
We confirm these details with you before building campaigns. This fictional example shows what we ask for; it does not submit or save information.
Manchester & nearby towns
Manchester · Trafford Park · Salford · Bolton · Stockport. Agree delivery radius and excluded areas.
£1,000, example only
Separate from the service fee. Google and Meta allocation, spending limits and changes require your approval.
Up to five names or websites
Tell us who you compete with locally. We review public adverts, visible channels, offers and landing pages.
Competitive research, without guesswork.
We use public sources and authorised research tools. Observed adverts show activity, not exact spending. Any estimated budget is labelled with its source, date and limitations. We do not impersonate customers, seek private account access or claim to know confidential budgets.
We also ask who answers enquiries, what makes your offer useful and which trucks or services you want to prioritise. A walkthrough helps resolve anything you’re unsure about.
ILLUSTRATIVE SUMMARY · NOT FOR SIGNATURE
DRAFT EXAMPLEYour service agreement.
The final agreement is reviewed before you commit.
- Provider
- Credo Inc Ltd, trading as Forklist
- Client
- Example Dealership, fictional
- Example package
- Pro · £1,450/month + VAT
- One-off setup
- £795 + VAT. Includes agreed initial account setup, campaign and page preparation, enquiry routing, follow-up testing and a workspace walkthrough. Final scope confirmed before payment.
- Scope
- Managed Google Ads and Meta retargeting, agreed local pages and search work, dashboard, CRM and scoped follow-up/channel setup.
- Your exclusive Dealer Growth territory
- Locations, services and boundaries to be agreed in writing after an availability check. One Dealer Growth client per agreed territory. Marketplace participation is separate.
- Separate costs
- Advertising paid to the platforms. Phone, messaging, WhatsApp provider and AI usage agreed in writing.
90 days to start. Then 30 days’ notice.
Proposed terms: an initial 90-day service period, followed by monthly service with 30 days’ written notice. Notice can be given during the initial period, with the service ending no earlier than the end of that period and after the notice period has expired. Fees properly due for the agreed period remain payable.
This summary is not the full contract and cannot be signed here. The final agreement must confirm dates, deliverables, responsibilities, cancellation arrangements and data handling before work starts.
Read existing draft service terms ↗Access without the headache.
We send a checklist tailored to your setup and walk the account owner through it. You keep ownership of your accounts.
Google Ads
Identify your Ads account and administrator. Approve the agreed access request through Google. We never need your Google password.
Meta
Identify the business portfolio, Page and ad account owner. Grant the agreed business access through Meta’s permissions.
Your website
Create a named user with the access needed for the work, where supported. We agree any hosting or domain access separately.
Old agency or missing access?
Tell us early. We help map who owns what and the next steps. Launch timing depends on access being resolved.
No passwords in forms, chat or email.
Use platform invitations wherever possible. If a credential is unavoidable, agree a secure sharing method first. Complete verification codes yourself. This demo does not collect or store credentials.
Your information, explained.
Current enquiry details are held in Credo’s existing HighLevel account. Connected email is handled in Google Workspace. Billing will use Credo’s connected Stripe account; no payment collection is enabled here.
Before client setup, we agree authorised users, which providers process your data, retention periods and what happens to access and records when the service ends. The live portal’s authentication and permissions still need configuring and testing.
Read the current preview privacy notice ↗A focused page.
A clearer next step.
We create pages around a service and area, with one clear enquiry route. Copy, layout and results are reviewed over time to improve conversion; results are not guaranteed.
EXAMPLE DEALER FICTIONAL PAGE · NO LIVE CONTACT BUTTONS
MANCHESTER / FORKLIFT HIRENeed a forklift?
Need a forklift?
Let’s find the right truck.
Tell our team what you need, where you need it and for how long. We’ll confirm availability and a quote.
Call the hire desk · example CTAAvailability, suitability, delivery and prices confirmed by the dealer.
Local hire page
A service and location headline, relevant truck image, clear benefits, a short enquiry form and a prominent call option.
Service-specific variations
Reach truck hire, counterbalance hire or another agreed service. We use real dealer details and evidence, never invented reviews or availability.
From call to clear record.
- 1. Agree the number setup
Where supported, a tracking number forwards calls to your existing hire desk. We agree number ownership, costs and routing first.
- 2. Connect the campaign
Campaign links and page tracking help identify the enquiry source. Source accuracy depends on the visitor’s journey and the tracking configuration.
- 3. Test the call journey
We test forwarding, answered and missed calls, dashboard records and any approved missed-call reply before launch.
- 4. Follow the outcome
Your team quotes and records won or lost hires. Call volume alone does not prove revenue or profit.
Recording is a separate decision.
Call recording is not assumed or enabled by this demo. Before using it, we agree notices, access, retention and the appropriate privacy arrangements. Tracking and phone usage costs are agreed separately.
SAMPLE REPORT · NOT CLIENT RESULTS
Clear results. Easy to share.
Save this example as a PDF using your browser’s print dialog, then share the file with your team.
forklist.EXAMPLE DEALERSHIP / SAMPLE MONTH
Monthly marketing overview
Enquiries24
Ad spend£900
Quotes recorded8
Hires recorded4
What this example shows: 18 paid enquiries at £50 per paid enquiry, plus 6 enquiries from other sources. Quotes and hires are outcomes recorded by the dealer’s team. These figures do not demonstrate profit or guaranteed results.
Next steps: review outstanding quotes, confirm the source of unassigned enquiries and record the remaining outcomes.
Fictional sample data. No customer details. This demonstration is not connected to live reporting.
PDF: choose “Save as PDF” in the print dialog. Copying does not send anything.
Live report exports and permission-controlled sharing are proposed portal capabilities, pending setup and testing. This local demo has no public report links. Check recipients before sharing real customer information.
BILLING THROUGH STRIPEYour invoices.
BILLING PREVIEW · NOT CONNECTEDYour invoices.
Easy to find.
The planned portal brings your invoices and billing details together, with payments handled by Stripe.
£795 + VAT
Workspace setup, initial agreed campaigns and enquiry pages, account-access support, agreed follow-up, testing and a walkthrough.
EXAMPLE ONLY · NOT AN INVOICE£1,450 + VAT
The agreed Pro service. Your agreement confirms payment dates and recurring payment authority before the service starts.
EXAMPLE ONLY · NO PAYMENT DUEClear costs before you start.
Advertising is paid separately to Google or Meta. Phone, messaging, WhatsApp provider and AI usage charges are agreed in writing. Bespoke work and full website rebuilds are outside the standard setup fee.
What the setup fee covers
- Your plan and access
Agree services, territories, enquiry owners and initial priorities. Help your account owners grant the access needed.
- Your workspace and campaigns
Configure the agreed CRM pipeline, initial campaign structure and enquiry pages within your signed scope.
- Your enquiry handling
Set up supported connections, agreed acknowledgements and follow-up. Confirm who handles each enquiry.
- Testing and handover
Test the agreed journey, walk your team through the workspace and obtain approval before launch.
Credo’s Stripe connection exists, but this demo has no invoice feed, checkout or subscription. Invoice access and client permissions must be configured and tested before launch. Do not enter card details into this demo.