First Name *

Last Name *

Legal Business Name (used in incorporation documents) *

Email *

Phone *

Website *

EIN/Tax ID (required for SMS campaign registration) *

Business Type (LLC, Sole Prop, S-Corp, etc.) *

What is the full address of your business? *

What is the phone number of your business? *

How events do you have per year? *

How many contacts are in your CRM? *

How many inactive clients are in your CRM (clients who haven't paid for your services in at least 1 year)? *

What is your cost to acquire a customer? *

What is the value of your average initial sale? *

What is the value of the average customer for 1 year? *

What is the average lifetime value of a new client? *

What are your offers that are proven to convert? *

What is your team's closing rate? *

Where do your sales appts take place - in-person in your office, at the prospect's home, phone/zoom? *

How long do your sales appointments typically take? 30 min? 1 hour? *

How many appointments can you schedule in a given day? *

What are the available windows for setting appointments on your calendar? (e.g. Mon-Fri 12-4) *

What is the name, email, and cell number of someone at your office who will receive appointment notifications and can answer any customer service questions during the campaign? *