Full Name *

Phone *

Email *

Legal Business Name *

What is the name of your company that you want to reflect on your marketing? *

Business Address *

Primary Account Holder Information: Name, Email, Phone Number *

Upload Company Logo

What software do you currently use within your organization? *

What are you currently doing to for marketing? *

Do you currently have a lead magnet you drive traffic with, if so can you please provide a copy or link? *

Are you needing sales funnels, email marketing, SMS, and other marketing assets created or do you currently have them? *

Yes, I will need assets built

No, I currently have my own

Do you currently have phone numbers associated with your business? If so, what are they and where do they go (or to whom)? *

Would you like to set up new business numbers for you, or any team member, to create personal business phone numbers? *

Yes

Do you currently have teams within your organization? I.E. Do you have a sales team, customer service, etc. *

Yes

Do you, or team members, need calendars to be able to schedule calls or digital meeting rooms? *

Yes

Are you wanting and needing booking links/calendars created for various events? I.E. “personal meeting room”, “Discovery Call”, “Customer support”, etc. Please list out the types of meetings/calendars you are needing:

Calendar Name 1
Calendar Name 2
Calendar Name 3
Calendar Name 4
Calendar Name 5
Calendar Name 6
Calendar Name 7

Do you currently have scripts or copy for any follow up sequences for calendar booking? If so, can we please get a copy?

Does your business currently have email automations set up? If so, can we get a copy of that copy?

If you are using emails currently, where and when do you currently send those out?

Do you currently have data you need imported? I.E. contact lists *

Yes

If yes, can you please upload a CSV file of your data needing imported?

What segmentation do you currently have to sort leads? I.E. Do you currently label leads or transaction details? *

Do you currently have, or plan to provide, any kind of eCourse or training material within a “membership” area. This could be anything from selling a course to your clients or providing onboarding information to your team via modules, etc. *

Yes

With the help of the CRM, what kind of marketing/promotion are you looking to accomplish? Will you be sticking to what you have previously done or do you plan on implementing a new strategy? *

What do you hope the CRM will provide to you and your team? *

Items to have ready to optimize the integration of your systems:

We will need admin access or an admin user created for all software outside of the following items we can integrate directly into the CRM.
Logins credentials for any of the following that you, or any team members, use:
- Gmail or Outlook (email integration)
- Facebook - Accounts associated with a business page or business manager
- Instagram - Accounts associated with a business page or business manager
- LinkedIn - Accounts associated with a business page or business manager
- Google My Business
- Zoom
- Payment processor (Stripe, PayPal, Authorize.net)
- Shopify
- TikTok
Any personnel(team members) you want added to the CRM, we will need to following:
- Name
- Email
- Phone Number

I confirm that I want to receive content from this company using any contact information I provide.