Fill Out The Onboarding Form Below

Contact Info

First Name *

Last Name *

Personal Phone *

Personal Email *

Phone Verification

Legal Business Name *

EIN Number *

This if for A2P 10DLC Verification

Legal Street Address *

City *

State *

Country *

Postal Code *

Ads Management

Website Address

About Your Company *

Please answer each of these questions: When was the company founded? How many projects has the company completed in total? Do you offer any guarantees or warranties? Is the company fully licensed and accredited? Is it a family business?

Do you offer financing options? If yes, please list the company and the offer/terms *

Services You Do *

What CRM and Booking Software Are You Currently Using? *

Working Hours - When Are You Open To Schedule? *

Appointment Length, Details, & Buffer Time *

What area do you want us to advertise in? *

What is the mile radius you're willing to travel from your city

Can you list all the ZIP codes you want us to target? (Optional)

Please list all the ZIP codes you want us to target. You can copy and paste them directly here, or if you already have them saved in a document, just share the public link (for example, from Google Drive) or paste the link to where we can access it.

Image Sharing

Content Check List:

Team Photos
Owner/Individual Team Member Photos
Photos with Customers
Truck Photos
Before & Afters
Testimonial & Reaction Videos
Videos showing you, your team, your truck
Videos from the job site
PDF/Image of your logo

Notifications

Do you have any team members who need access to our CRM to view leads and appointments? If yes, please list their name, phone number, and email.

Preferred Cell Phone(s) For Lead Notifications *

Preferred Email(s) For Lead Notifications *

Preferred Cell Phone(s) For Appointment Feedback Form Notification *

After each appointment, we send you a short feedback form. Would you like to receive this form yourself, or should we send it to your sales reps who handle the appointments? If you want to receive it yourself only, write “Myself” and your contact details. If you want your sales reps to receive it only, please write "Sales Rep" and their contact details here. If both you and your sales reps should receive it, write “Both” and then enter all the contact details.

Preferred Email(s) For Appointment Feedback Form Notification *

Other

Please note any immediate problems we can help you solve on the onboarding call.

What are the TOP 3 challenges that - if we were able to help you with - would make you 100% satisfied with your investment? - Be specific, and note some down we can immediately help with

Any questions?

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