Welcome to Your Seamless Onboarding Experience – Start Here!

Pre Onboarding Intake Form

Please Fill Out This Information PRIOR To Your Onboarding Call.

First Name *

Last Name *

Email *

Phone *

Step: 1/6

Business Information

Business name *

Business Email *

Business Address *

City *

State *

Country *

Postal code *

Upload Your Business Logo

Upload as many versions as you have. Transparent backbround is recommended

Step: 2/6

Social Media URLs

Business Tiktok URL

Business Facebook URL

Business Instagram URL

Business LinkedIn URL

Business YouTube Channel URL

Step: 3/6

Project Managment Tool Onboarding

We use clickup as a project management tool and would like to onboard you there.

Please provide the details below.

1:

Name User One *

Email User One *

2:

Name User two

Email User Two

CRM (GoHighLevel) Setup

Where would you like to receive email notifications? *

Which Address Would You Like To Send Marketing Emails From? *

Step: 4/6

Tech Information

Website URL *

Where is your site built?

Where is your domain hosted?

Please provide credentials for the domain:

Username

Password

Is your company registered with an EIN number? *

Yes

No

Step: 5/6

Business Information For A2P 10DLC

Company Name as displayed on Legal Documentation (if applicable) *

Business Type *

Business Industry *

Business Registration ID Type *

Business Registration Number *

Business Regions of Operations *

Step: 6/6

Thank You for Your Input!

We appreciate you taking the time to complete our onboarding survey. Your responses will help us tailor our services to better meet your needs and ensure a seamless experience. We’re excited to have you on board and look forward to supporting you every step of the way!

Let's Get Your CRM Set Up

You'll be a well oiled machine in no time!

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