Onboarding Form

BUSINESS INFORMATION

Business Name *

First Name *

Last Name *

Email *

MPOC Cell *

Registered Business Address *

Registered Business City *

Registered Business State *

Registered Business Zip *

Registered Business EIN *

Registered Business DUNS Number

Articles of Organization

Branding Assets

Notes

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

SELECT PACKAGE

Good Package: Database Reactivation & Google Search Ads

Better Package: Database Reactivation, Google Search Ads, & Meta Ads

Best Package: Database Reactivation, Google Search Ads, Meta Ads, & SEO

Good Package

Website URL *

Website Hosting Provider *

Website Hosting Username *

Website Hosting Password *

Where Should Ads be Geofenced? *

Do ads need to be on a schedule? (Not Recommended) *

A Scheduler is necessary; their responsibilities include: answering inbound calls before calls go to voicemail & calling people that submit a form on our website within 3 mins off submission.

Scheduler First Name *

Scheduler Last Name *

Scheduler Email *

Scheduler Cell (For sms updates of form submissions) *

Scheduler Headshot (for landing page) *

Scheduler’s Title (for landing page) *

Phone Number to route inbound calls to for scheduler: *

What year was the business established? *

Are you accredited by the BBB?

Yes

What is your Google Rating? *

Are you a locally owned or family owned business? *

Yes

Screenshot of service area map *

What 3 area codes would you like a tracking number in? *

How big is your database? *

Upload your Database as excel or .csv file *

Logo (high resolution is best) *

Notes

CRM

If anyone else would like to be added to the CRM enter their first name, last name, email, & cell phone below:

FINAL TOUCHES

Is your Launch Meeting Scheduled? *

Yes

Do you have any questions? *

Notes

CLIENT ONBOARDING FORM