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Welcome to the team!

We're thrilled to have you. This onboarding form marks the beginning of an exciting journey together, where we'll collaborate closely to elevate your marketing strategies to new heights. Your insights and goals are at the heart of everything we do, and we are committed to crafting tailored solutions that exceed your expectations. Please take a moment to share some essential details with us, allowing us to kickstart our partnership on the strongest foundation possible. Here's to achieving remarkable success together!

Let's start with some basic questions...

First Name

Last Name

Birthday *

Business Name *

Legal Business Name

Full Business Address *

What is your best email for lead communication? *

What is the best phone number for customers to reach you? (We will be setting up a tracking number that forwards here) *

Time Zone: *

What is your current website URL? *

Your Insta/Facebook Page Link (If you do not have one please put “Need to create”) *

Desired area code for the phone number that we purchase for your marketing communication with clients: *

Please list two area codes incase the first one is not available.

Ok cool... now let's get some more details about your business...

Who are your biggest local, national, or international competitors? *

What's your Unique Value Proposition? (Why do you think customers would choose you instead of your biggest competitors?) *

Can you describe your ideal service process for clients?

*Start-ups can leave this question blank if no service process has been defined

What services do you Offer?

Upload a file or website link that details your products or services (name, description, duration, ingredients, price, any other important info)

EIN Number:

If your business doesn't have an EIN number, you won't be eligible for a local phone number.

What locations do you service? *

What is your current main sales process? (Where do you get most of interest in your business from?)

Do you have any ideas for offers you'd like to run in the campaign I'll be building? If you leave this blank, I'll brainstorm the best offers and send them to you for approval.

Which niches (industries) would you like a list of potential businesses of for partnership purposes? Please list them in order of desirability.

This is only for clients that have hired us to generate lead lists.

Do you have existing marketing materials (fonts, images, videos, copy) that you want to incorporate?

Upload your Logo, Colors, Photos, Videos.

Access/Passwords:

Please upload a file with all neccessary access to assets listed in our contract.

May include: Website Login, Domain Login, Google Login (GMB), Canva Login, Social Media Logins, Etc

We're almost done...

How would you define success with our partnership? (What specific metrics or results are you hoping to achieve?)

Any Additional Notes