OnBoarding Form
Business | Organization Name
DBA (Doing Business As)
What is Your Personal "TAG" Line | Motto
Business Niche
Seint Beauty
Financial Services
Marketing & Advertising
Fitness & Lifestyle
Health & Medical
Online Training
Real Estate
Home Services
Restaurants
Legal Services
Retail
E-commerce
Other
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Business Legal Type
Co-Op
Corporation
LLC
Non Profit
Partnership
Sole Proprietor
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Select Your Business "Registration Type"
USA Employer EIN
DUNS Number
Canadian CCN
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Business Registration Number from Above Selection
Select The Areas In Which You Conduct Business
USA / Canada
Asia
Europe
Latin America
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What is Your Preferred "Outbound" Language For Messages?
English
Spanish
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Your Primary Job Position
Director
GM
VP
CEO
CFO
General Council
Owner/Operator
Other
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Business Phone Number Used for Clients to call and text
Toll Free Number (if applicable)
Business Address (leave blank if you do not wish to share with clients)
First Name
Last Name
Email
*
Email Used for Client Interaction
Do You Use Stripe?
YES
NO
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Do You Want To Track Purchases and Data From Your Accounting Software?
YES
NO
MAYBE?
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Add
[email protected]
as an admin. Or Provide a Username and Password Below.
Login to Access Accounting / CRM Software
User Name
Password
Website URL "Domain Name"
Where is Your Website Being Hosted?
Add
[email protected]
as an admin. Or Provide a Username and Password Below.
Hosting Credentials
Username
Login
Do You Want To Move Your Website to Our Preferred Platform to Mangage?
YES
NO
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IF "YES" Please Provide Login Credentials
Enter the URL for the Following Social Media Sites you currently have
Facebook URL
Google+
Foursquare
LinkedIn
Twitter
Yelp
Instagram
YouTube
Google Places
Google My Business (GMB)
Blog RSS
Other
Upload a few of your favorite graphics and your logo/s
Missed Call Text Back Call Message
Do you wish to add additional users to your account?
YES
NO
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Are there any other instructions you would like to share?