Onboarding

Please answer these questions as best as you can.

This will be the content of your website.

If anything is unclear or you don't want it included,

leave it blank or contact us. :)

Full Name *

Your Official Business Name *

Official Business Address (It can be your home if you registered it that way) *

Business Phone Number (Must be able to get texts)

Personal Phone Number (For us to contact you) *

Business Email *

Link to your current website (If you have one)

Country *

Postal Code *

City *

State *

Your Time Zone (EST, CST, MST, PST) *

Your "About Us" section (this should be 3-5 sentences about yourself and how you got started with the business (remember we are trying to build a personal brand around you)

Mission Statement: a concise description of business objectives/service goals.

Your location and the Areas that you service. Be as SPECIFIC as possible! (surrounding cities, suburbs, counties, etc.) *

All the services you offer, be as SPECIFIC as possible. Please list at least 6. *

Your Process (The steps you and your potential client go through before you work together). Ex: 1. Contact us 2. Get Estimate 3. Sign Contract 4. Complete Job 5. Final Payment

Accent color of your website (Ex: Dark Blue, Teal, Muted Green, Specific Color Code, or have us choose for you)

List any certifications / trust badges / accreditations you have / year of company foundation / how many years you have been in business (we want to show these off to build trust and professionalism)

Copy and Paste your social media links (Facebook, Instagram, etc.)

Type of business entity (LLC, S-corp, C-corp, Sole Prop)

Your Business Tax ID OR EIN # (this should be 9 digits) - For legal phone registration / A2P *

Your Company Logo (Let us know if you need us to make you one) and your Photos. Please include a nice picture of yourself and / or your team (customers want to know who they will be working with). You can also add pictures of past projects if you have any.

Click to upload

PNG, JPEG or JPG ( max 15 Dateien )

Do you need us to make you a logo?

Yes

Your customer list (IMPORTANT for Google Review requests and reactivation campaigns). Needs to be in file format: XLSX, XLS or CSV.

Click to upload

XLSX, XLS or CSV

Offers / promotions you have run in the past or thought about running

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

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