Onboarding Form Page - Contractor Leads System

What is your name? *

What is the business owner's name? *

Can we use business owner's name in ads? *

Yes

No

What is your email address? *

What is the business name? *

What is the full business address? (don't worry if it's a home address. This will not be public.) *

How many years of experience does this business have in the industry? Alternatively, how many years experience exist amongst the people who work for the business even if it comes from working for other businesses? *

How many jobs have you been a part of in any capacity whatsoever? *

What's the main business phone number? *

What CRM are you using to organize leads? (If not using one, type "not using one") *

If you're using a CRM, do you want the leads sent directly into the CRM so you don't have to enter them manually? *

Yes

No

Please type out all of the people who you want to have access to the CRM we are building your system with. Do this even if you already use a different CRM. Share their FULL names, emails, and CELL numbers as shown in the example below. *

When a lead comes in, we assign it to a user who is then responsible for making sure they reach different parts of the sales pipeline. We can assign a lead to ONE user. Which user that you listed above should be assigned the leads by default? NOTE: you can always assign a different user inside the CRM if you want to assign the lead to a different sales person or team member when expediting the leads. *

What cell phone should receive lead notifications? (you can choose multiple cell phones and separate them with commas) *

What email should receive lead notifications? (you can choose multiple email address and separate them with commas) *

Do you want us to build you a website? *

Yes, I don't have one and need one

No, I have one and don't need one

Yes, I have one but I need a new one

No, I don't have one but I still don't want you to build me one

If you have a website, what is the website address? (type "no website" if you don't have one) *

What State(s) do you do business in? *

Did someone build your website for you? If so, type their email address here so we can have them add a tracking pixel to your site for the ads we are going to run for you. (type "n/a" if you don't have anyone who controls your website) *

How much money per day do you want to spend on the ad campaign? (We recommend at least a $50 per day spend, but the more the better) *

First Step to Successful Enrollment!

Step 1 of 3: Time to fill out the onboarding form: