🚨PLEASE READ BEFORE FILLING OUT THE FORM🚨
This onboarding form is made to be filled out in
ONE SITTING
on a
DESKTOP
computer
.
It contains EVERYTHING we'll need to successfully onboard you.
First, please read through it carefully. Then gather everything you need to fill it out.
This form
DOES NOT SAVE
until submitted, your information will be lost if you close out of it.
Remember to click SUBMIT at the bottom.
Personal Information 📃
Full Name
Phone
*
Date of birth
Business Information
Legal Business Name (the official business name that appears on government and legal forms. Example “TWW Investments LLC")
Address
Street Address
City
State
Country
Country
Postal code
Website
Business Hours (These are the days/times we will be booking appointments)
Service Area (how far do you service from your business location)
Advertising Information
Ideal Customer (please include 3 qualifying items that you want to see before an appointment is booked)
What kind of customers do you NOT want?
What Makes Your Company Different Than Everyone Else (Please be specific)
Who are your competitors?
Do You Offer Financing?
Yes
No
Sales Info
How Many Sales Reps Do You Have?
What Is Your Company Wide Close Rate? (Out of how many sit downs do deals get closed)
Do You Have A KPI Dashboard/Spreadsheet to track sales data?
Yes
No
Submit