Please submit separate tickets for each individual request.

First Name *

Last Name *

Email *

Phone *

What do you need help with? *

What positions do you want us to train?

How many people will attend the training?

What skills or tools do you want us to cover?

How would you like the training to be conducted?

Live via Zoom

Recorded videos

On-site training

Combination of both

What is your target start date for the training?

What role do you need to hire for?

What main tasks will this person handle?

How many hours per week and what time zone?

What is your budget range for this role?

When do you want the staff to start?

What do you want to do with the phone number connected to the CRM?

Set up a new phone number

Buy a new CRM phone number and connect my existing number via call forwarding

Which country are your calls or texts coming from?

Do you want calls recorded for quality purposes?

Yes

Do you understand that purchasing a phone number will incur a monthly rental fee, and that any texts or calls will be billed separately based on usage?

Yes, I understand and agree.

No, I do not agree and would like more information.

Please note any special billing or usage requirements.

Please upload a file (document) or share a Google doc link that has the Escalation rules

Booking details (if the voice bot can book)

List of words and phrases for the voice bot to avoid:

Compliance & privacy notes (if any) for the voice bot to learn:

Please note: We require a minimum of 2 weeks lead time to set up your campaign from start to finish. This timeframe includes strategy development, content creation, approval cycles, and any necessary revisions.

Daily Ads Budget

₱

Start Date of Ad Campaign:

End Date of Ad Campaign:

Time of Event (if any):

Date of Event (if any):

Advertising Details:

What's your target location?

Will you provide the ad creative or do we need to create it?

Yes, I will provide the ad creative.

No, please create the ad for me.

Would you like us to create a Facebook Lead Form ad or a Landing Page ad?

Facebook Lead Form Ad

Landing Page Ad

How would you like your ads launch?

Please launch it for me

Create an Ad Template and I’ll handle it myself

Please include the Google Drive (or Dropbox) Link of the creative if it will be provided. Otherwise, you may put N/A.

What would you like to ad to redirect to? Landing Page, Form, etc?

Please confirm that all details of the ad needed are included above and complete.

Yes, all the information is correct.

No, I would like to book a call to further clarify what I want.

What is the goal of your email campaign?

Welcome new lead

Promote products/services

Reconnect with old customers

How many emails should we write in the sequence?

What tone do you want for your email?

Friendly

Professional

Persuasive

Do you already have an email list?

Yes

What topics should we write about?

How many blog posts do you need per month?

Who is your target reader?

What pages should we focus on improving?

What keywords do you want to rank for?

Do you already have Google Analytics or Search Console?

Yes

What type of videos are these?

Reels / Shorts

Tutorials

Ads

Long form video

Do you have footage ready?

Yes

How many videos do you need edited?

Add your style or reference link (optional):

Upload or link your logo and color references:

What size or format do you prefer?

Do you have sample designs you like?

Yes

Are you satisfied with the details provided in your request? If not, would you like to speak with one of our Account Managers?

Yes, everything looks great!

Not yet, I need to speak with an Account Manager. I have few clarifications.