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Step 1 of 4:
Time to fill out the onboarding form
First Name
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Last Name
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What is your Phone number?
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Email
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Business Name
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What's the main business phone number?
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What is the business email?
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What is your business address?
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What is your business City?
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What is your business State?
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What is your business Postal code?
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What is your business country?
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How many years of experience does this business have in the industry? / How many years of experience do the people who work for the business have?
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How many jobs have you been a part of in any capacity whatsoever?
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Please type out all of the people who you want to have access to the CRM we are building your system with. Do this even if you already use a different CRM. Share their FULL names, emails, and CELL numbers as shown in the example below.
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When a lead comes in, we assign it to a user who is then responsible for making sure they reach different parts of the sales pipeline. We can assign a lead to ONE user. Which user that you listed above should be assigned the leads by default? NOTE: you can always assign a different user inside the CRM if you want to assign the lead to a different sales person or team member when expediting the leads.
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What cell phone should receive lead notifications? (you can choose multiple cell phones and separate them with commas)
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Client Email Notifications
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If you have a website, what is the website address? (type "nowebsite.com" if you don't have one) *
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What State(s) do you do business in?
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What is the central location of your business? *
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What is the service radius from your business's central location? *
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What is the maximum travel time (in minutes) from your business location to provide service? *
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What Cities do you do business in? (Make sure to cover all the cities you offer your service in along with their postal code as shown in the example below.)
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How much money per day do you want to spend on the ad campaign? (We recommend at least a $50 per day spend, but the more the better)
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Can you provide the Google Drive link containing all your company resources?(Paste the Google Drive link to your company’s resources (e.g., company logo, pictures of your work, pictures of your team, or any video of work you have).
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