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2023 OnboardingTeevee Aguirre2023-02-11T13:56:36+00:00

New Client Onboarding Form

Step 1 of 10

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Client Information





Thank you for signing up to work with us.

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Your Name(Required)
This number will only be used to communicate important high-level information.

Business Information

Address(Required)

Logos

Please send any available company logos. Preferably transparent PNGs.

Examples: All white, Color,Dark
Drop files here or
Accepted file types: jpg, gif, png, ai, psd, Max. file size: 128 MB.

    Photos

    Please upload photos of you and your team.

    We want to make sure to give prospects an idea of who they will be talking to and taking care of their problem.

    Please include a few photos if possible.
    Accepted file types: jpg, gif, png, pdf, Max. file size: 128 MB.

    Days and Times of Business

    You are always online even when you're office is closed. When possible, we will try to run ads when you are open and staffed. Some platforms allow for these options- so we want to make sure to make this available when possible.
    What days and times are you OPEN for business?
    What days and times will someone be available to answer and respond to calls and messages?

    Lead Notifications System

    Please submit the email and phone number of the team member who will be responsible for managing the lead flow.
    We will use this email to send you email notifications for new leads. This email will also be given Lead Log access.
    Phone number that CAN receive text notifications for new leads. Leave blank, if you will be managing the incoming leads.

    Targeting Options

    Account Access

    The end.

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