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What do I do after I finish my account in the chat?
What do I do after I finish my account in the chat?

This article goes into detail about what to do next after you set up your account in the chat window.

Michelle Adams avatar
Written by Michelle Adams
Updated over a week ago

Congratulations! You have purchased one of our formation services and your business documentation is being prepared for the state. You just made a huge step towards fulfilling your business dreams!

After you finish the payment, we will still need a few bits of information about your business before we can send off your paperwork to make your business official. Your account has been created, and you will be taken to the Company Onboarding flow, within your Company Rock dashboard.

There will be other needed steps as you go through the Onboarding flow, and you'll be able to check where you currently are in the Onboarding steps:

It usually takes about 2-3 minutes to enter all of the relevant info. If you log out or stop while you are halfway through the process of filling out that additional information, you can always just come back again to start back up where you left off.

If you log out of your dashboard before you finish this process, you will have to log back into your dashboard to finish the steps and start the formation. If you do not enter all of the required info, your business paperwork will not be sent to the state. All you have to do to log back in is click the "Log in" button in the top right of the Company Rock home page, or just simply log back in through here.

After you fill out all the needed Onboarding flow steps, you'll be taken to your Dashboard. Here, you can view your formation status and access the products and services you selected from that page. Your dashboard has a formation tracker that will let you know exactly where your business is at in the formation process. These are the steps that will display:

Here’s a quick overview of what to expect during the formation process.

  1. Formation Review

    Our Customer Success team will begin by reviewing your order and checking your state’s database to confirm that your business name is available. If there’s any issue with the name, we’ll contact you to suggest an alternative.

  2. Document Submission

    Once your business name is confirmed, we prepare and verify all necessary documents before submitting them to the relevant state agency.

  3. Formation Approval

    The Secretary of State or the appropriate state authority will review and officially file your new business entity.

  4. Document Delivery

    You’ll receive an email confirmation once your business is officially formed. This email will include a link to view and download your business documents from your dashboard.

  5. Ongoing Services

    We offer continued support to ensure your business remains compliant and thrives as it grows.

Should any exceptions arise, a member of our Customer Success team will reach out to you right away, to get any additional information. For any other questions or assistance, our customer service team is always here to help!

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