Welcome Aboard!

Let's Get Started With The On-boarding Process!

Please fill out all the forms below to the best of your ability. If you do not have an answer, skip it and we will go over it on the on-boarding kickoff call you will schedule after this. 

  • Enter the main email address you want to be contacted and notified at.
  • Enter the main phone number you want to be contacted and notified at.
  • Just incase we need to display it in the campaign for legal purposes.
  • Business Info

  • (Name, Email, Phone, Address, etc...)
  • (Name, Email, Phone, Address, Calendly link, etc...)
  • E.g. Office, Local Starbucks, At the property.
  • For automated follow up or ISA.
  • Tech Info

  • If you know your Facebooks ads account ID number please enter it here. If not, skip this. We will get access on our on-boarding screen share call.
  • Please link the page you want to run ads from. This is not your personal Facebook page. This is your Facebook business page. If you do not have one we will create it on our on-boarding call.
  • (Provide Login URL, Username & Passwords for your CRM if you have one. Eg. Liondesk, Real Geeks, Follow Up Boss, etc...)
  • (Provide Login URL, Username & Passwords for your Email Service Provider if you have one. **THIS IS NOT YOUR PERSONAL EMAIL** I am talking about drip email automation. E.g. Active Campaign, Mail Chimp, Constant Contact.)
  • (Calendly, Schedule Once, Etc...)
  • If you have any other kind of software or program links and login info you need to provide please do so here.
  • Marketing Info

  • Name at least 3 if you can with highest priority at the top.
  • Anything we can use to improve your campaigns and use to close the appointment.
  • Other Info