Step 1 Fill Out This Survey
Pre Onboarding Intake Form
Please Fill Out This Information PRIOR To Your Onboarding Call.
First Name
*
Last Name
*
Phone
*
Email
*
Your Time Zone
*
Select your time zone
GMT-10:00 Pacific/Honolulu (HST)
GMT-08:00 US/Alaska (AKDT)
GMT-07:00 America/Los_Angeles (PDT)
GMT-07:00 America/Phoenix (MST)
GMT-06:00 America/Denver (MDT)
GMT-05:00 America/Chicago (CDT)
GMT-04:00 America/New_York (EDT)
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Tech Information
Do you have access to your site builder? (if no, you will need access to it)
Yes, I have access
No, I don't have access
I do not have a website
Your Website URL
Where is your site built?
Where is your domain hosted? You'll need to login here during your onboarding call.
*
Would you like to connect Stripe to invoice and sell products through the CRM?
*
Yes
No
Not Sure
Business Information
Business Name
*
Business Phone Number
*
Business Email
*
Business Address
*
Hours of Operation
Additional Hours of Operation
Upload Your Business Logo
Upload as many versions as you have. Transparent background is recommended.
Social Media URLs
Business Facebook URL
Business Instagram URL
Business Twitter URL
Business LinkedIn URL
Business YouTube Channel URL
Yelp Review Request URL
CRM Setup
Where would you like to receive SMS notifications?
*
Where would you like to receive email notifications?
*
The CRM Comes With A Phone Number, What Area Code Would You Prefer Your Phone Number To Be In?
*
In case that area code is not available, what other area code would you prefer your phone number to be in?
Which Address Would You Like To Send Marketing Emails From?
*
