Pre-ZenBoarding Survey

Please fill out this information PRIOR to your ZenBoarding call. This helps ensure we get you up and running as quickly as possible, and should take no more than 7 minutes.

First Name *

Last Name *

Phone *

Email *

Your Time Zone *

Tech Information

Your Website URL

Do you have access to your site builder? (if no, you will need access to it)

Yes, I have access

No, I don't have access

I do not have a website

Where is your site built?

Where is your domain hosted? You'll need to login here during your onboarding call.

Would you like to connect Stripe to invoice and sell products through the CRM? *

Yes

Not Sure

What do you currently use to communicate with your prospects/clients?

Do you use a social media posting tool?

YES

Social Posting Tool

Do you currently use a calendar tool that allows booking?

YES

Current Calendar Tool

Do you currently use any automated email/sms followup tools?

YES

Automated Email/SMS Follow-Up Tool

Business Information

Business Name *

Business Phone Number *

Business Email *

Business Address

Business Type

CP 575 *

Required for A2P (SMS)

Business Registration Number*

Industry Type

Hours of Operation

Additional Hours of Operation

Upload Your Business Logo

Upload as many versions as you have. Transparent background is recommended.

Social Media URLs

Business Facebook URL

Business Instagram URL

Business Twitter URL

Business LinkedIn URL

Business YouTube Channel URL

Google Review Request URL

CRM Setup

In case that area code is not available, what other area code would you prefer your phone number to be in?

Where would you like to receive SMS notifications? *

Where would you like to receive email notifications? *

Which Address Would You Like To Send Marketing Emails From? *

The CRM Comes With A Phone Number, What Area Code Would You Prefer Your Phone Number To Be In? *

How many users will need set up?