Hardest part is over...
Successful Enrollment!
Step 1 of 2:
Time to fill out the onboarding form:
What is your name?
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What is the business owner's name?
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Can we use business owner's name in ads?
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Yes
No
What is your email address?
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What is the business name?
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How many years of experience does this business have in the industry? Alternatively, how many years experience exist amongst the people who work for the business even if it comes from working for other businesses?
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What's the main business phone number?
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If you're using a CRM, do you want the leads sent directly into the CRM so you don't have to enter them manually?
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Yes
No
Please type out all of the people who you want to have access to the CRM we are building your system with. Do this even if you already use a different CRM. Share their FULL names, emails, and CELL numbers as shown in the example below.
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When a lead comes in, we assign it to a user who is then responsible for making sure they reach different parts of the sales pipeline. We can assign a lead to ONE user. Which user that you listed above should be assigned the leads by default? NOTE: you can always assign a different user inside the CRM if you want to assign the lead to a different sales person or team member when expediting the leads.
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What cell phone should receive lead notifications? (you can choose multiple cell phones and separate them with commas)
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What email should receive lead notifications? (you can choose multiple email address and separate them with commas)
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Do you want us to build you a website?
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Yes, I don't have one and need one
No, I have one and don't need one
Yes, I have one but I need a new one
No, I don't have one but I still don't want you to build me one
If you have a website, what is the website address? (type "no website" if you don't have one)
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What State(s) do you do business in?
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Did someone build your website for you? If so, type their email address here so we can have them add a tracking pixel to your site for the ads we are going to run for you. (type "n/a" if you don't have anyone who controls your website)
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How much money per day do you want to spend on the ad campaign? (We recommend at least a $50 per day spend, but the more the better)
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What services do you want to advertise for?
Roofing
Windows
Siding
Gutters
Bathrooms
Kitchens
Fences
Decks
Something else...
Zip Codes you want to target (no limit as too how many but very imporant
Upload your Logo.
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
SEND THIS IN AND PROCEED TO THE NEXT FORM