I may be a bit ahead (Call me crazy) but I have officially updated my website to have the questionnaire as well as the the discovery call/calendly/stripe pay etc. However I noticed on your Step 3 your options take you to My doma instead. You may get to this in a future class, but if you don’t can you explain why you switch to that vs how you did Step 2?
For the payment on your website, how do you link this? To your bank account? To another account? Do use a specific program? Does it link to quickbooks?