STEP 1: Complete The New Client Onboarding Questionnaire
IMPORTANT:
Once you have completed the form and click on the Submit Button, you will be taken to our New Client On-Boarding Orientation Calendar. The system is setup to only allow you to Book your orientation appointment 45 Days from when you complete this form.
Purpose of Questionnaire
Is to gather the necessary information to complete the following processes:
Setup & Configuration
Phase 1: Office System Setup
Phase 2: CRM Users Access Setup
Phase 3: AI Bot Programming)
Phase 4: Social Media Accounts Setup
Phase 5: Website/Development (Update)
Phase 6: Landing Page (Designs)
Phase 7: Logo + Graphic (Designs)
Phase 8: Reputation/Reviews Setup
CONTENT CREATION
Phase 9: Content Creation (Emails & SMS)
Phase 10: Content Creation (Social Posts)
Phase 11: Content Creation (Reputation/Reviews)
Phase 12:Content Creation (Blogs)
Phase 13: Content Creation (LinkedIn Outreach)
ADVERTISING
Phase 14: Advertising ( Ads Design)
NEW CLIENT WALK-THROUGH
Phase 15: New Client System Walk-through Meeting
Expectations (Days To Go Live = 42 Days)
Setup & Configuration
Phase 1: Office System Setup (5 Days)
Phase 2: CRM Users Access Setup (1 Days)
Phase 3: AI Bot Programming) (5 Days)
Phase 4: Social Media Accounts Setup (2 Days)
Phase 5: Website/Development (Update) (10 Days)
Phase 6: Landing Page (Designs) (2 Days)
Phase 7: Logo + Graphic (Designs) (2 Days)
Phase 8: Reputation/Reviews Setup (1 Day)
CONTENT CREATION
Phase 9: Content Creation (Emails & SMS) (2 Days)
Phase 10: Content Creation (Social Posts) (2 Days)
Phase 11: Content Creation (Reputation/Reviews) (2 Days)
Phase 12:Content Creation (Blogs) (2 Days)
Phase 13: Content Creation (LinkedIn Outreach) (2 Days)
ADVERTISING
Phase 14: Advertising ( Ads Design) (3 Days)
NEW CLIENT WALK-THROUGH
Phase 15: New Client System Walk-through Meeting (1 Day)
Onboarding Questionnaire Form
(Please Complete)
Additional Info Required From Client
After testing and determining that everything is working properly, our on-boarding team will confirm the On-Boarding Orientation Appointment you booked, which should be no later than 42 days from when you completed the on-boarding form
Send over any and all case studies to: [email protected]
Send over your current outreach script to: [email protected]
Send over any email templates you may have or are using to outreach to clients or prospects: [email protected]
NOTE: We will ONLY use the provided information collected via this form, to set up your account and marketing outreach processes. After the onboarding, we will be ready to implement and go live with your services.
