Onboarding Questionnaire

Please fill out this short onboarding questionnaire so that we can cater our services and deliver results based on the needs of your business.

Who Are You?

Full Name

Phone

Email

Who Are Your Customers?

What zip codes do you service? Please emphasize specific ones you'd like to focus on (if applicable).

Describe your typical customer:

What is Your Process?

What services do you use to sign contracts and collect payment?

What service is your website created/hosted by?

How do you give customers quotes?

In-Person

Over the Phone

Online Form

What Are Your Goals?

What is your current monthly revenue?

Where would you like your monthly revenue to be within the next 4 months?

What specifically would make this campaign a success?

Are You Ready?

When is the best time for our monthly meetings?

Are you ready for your sales to go through the roof? (We sure hope so!)

Yes

YES!

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