Agency profile
CompleteConfirm agency name, niche, market promise, production tier, and operating model.
Accepted onboarding
Set up the agency once. Get back to placements.
Talivon walks accepted agencies through the business layer: profile, website, team, integrations, contracts, payments, and operating standards.
Talivon identity
ReadyReserve northstar-revenue.talivon.com and Talivon forwarding aliases while keeping Gmail or Outlook as the mailbox.
Brand kit
In progressUpload logo, set colors, refine voice, and approve proof language.
Website content
In progressBuild homepage, practice pages, candidate intake, and client intake.
Team access
PendingInvite recruiters, operators, and admins with role-based permissions.
Tool connections
PendingConnect Loxo, Stripe, PandaDoc, Gmail or Outlook, and LinkedIn capture.
Create workspace
Use the accepted profile to create the agency account.
Identity plan
Launch with a Talivon identity without becoming an email host.
Forwards to kai@northstarrevenue.com
Forwards to intake@northstarrevenue.com
Forwards to nora@northstarrevenue.com
Talivon provides forwarding identity first. Agencies keep Gmail or Outlook as the mailbox.
Connection plan
Connect the tools. Keep one clean operating hub.
LoxoCRM / ATS
ConnectedMap custom job stages
Stripe ConnectPayments
ReadyEnable platform fee rules
PandaDocContracts
ConnectedAttach retained-search template
GmailEmail
Read-onlyAllow draft creation
LinkedIn captureSourcing
ManualInstall save-to-Talivon extension