Onboarding Form
First Name
*
Last Name
*
Email (be sure to use the same email you signed up with initially)
*
Phone
*
Business Details
Company Name
*
Best Email For CRM Notifications
*
Current Lead Sources
Website Forms
Instagram DMs
Facebook Ads
Google Ads
Email Inquiries
Phone Calls / SMS
Referrals
Other
Current Process
Do You Currently Use A CRM?
Do You Follow Up With Leads Manually?
Do You Have Any Automations In Place Today?
Access / Uploads
Business Logo (High Quality)
PNG, JPEG or JPG ( max 5 Files )
Expectation Confirmation
Read And Confirm
*
I understand this setup covers backend CRM structure and automation only. Lead generation, ads, traffic, and chatbot creation are not included.
Submit
Information submitted here is used to complete your Backend CRM Setup