Onboarding Form General InfoCompany NameMain Company Email AddressMain Company PhoneUVPFormation DateTagline/Slogan# of EmployeesPayment Methods AcceptedCashVisaMasterCardDiscoverAMEXInvoicePersonal CheckFinancingContractor/License/Insurance #sProfessional CertificationsCurrent/Past MarketingCharitable WorkMissionVisionValuesAreas ServedStates, Counties, Cities/TownsPrimary ContactWho will be our first point of contact during the project?NameEmail AddressPhoneSecondary ContactWho will be our secondary point of contact during the project?NameEmail AddressPhoneWeb & TechnicalGoogle Account EmailGoogle/Gmail account email addresses you'd like us to share access with. If you don't have one you can register your existing email address with Google here - https://accounts.google.com/SignUpWithoutGmailGoogle Business Profile URLLinkedIn Profile URLFacebook Page URLInstagram Profile URLNextdoor Business Page URLX (formerly twitter) Profile URLEmail Marketing SystemE.g. MailChimp, ActiveCampaign, etc.Software You Use: CRM, Job & Project Management, Accounting, etc.Email Provider for Company EmailsGoogle WorkspaceOffice365GmailYahooOtherLead Notifications EmailWhat email should we send your leads to?Lead Notifications SMS PhoneWhat phone should we text your leads to?Local SEO / MarketingDo you have a lists of past customers or leads/prospects?Yes, customers and leadsYes, customers onlyYes, leads onlyNoneIn what format or in what systems are your lists?Contractor SidekickTeamNames, titles, phones, and emails for staff that need access.SubmitSave as DraftPlease do not fill in this field.
