Pre-Onboarding Intake Form

This Information must be done PRIOR to your kick off call, which you will

schedule at the end of this form. If you are not re-directed to a calendar link at the end of this form, please alert your sales rep ASAP!

First Name *

Last Name *

Phone *

Email *

Your Time Zone *

Tech Information

Your Website URL

Where is your domain hosted? You'll need to login here during your onboarding call.

If you are in need of a payment provider for accepting payments from clients, we recommend creating a merchant account with EZPay here: https://emap.easypaydirect.com/signup?partnerId=133919&linkVisitId=400015

Business Information

Business Name *

Business Phone Number *

Business Email *

Business Address *

Hours of Operation

Additional Hours of Operation

Upload Your Business Logo

Upload as many versions as you have. Transparent background is recommended.

Business Registration Number

Social Media URLs

Business Facebook URL

Business Instagram URL

Business Twitter URL

Business LinkedIn URL

Business YouTube Channel URL

Business TikTok URL

CRM Setup

Where would you like to receive SMS notifications? *

Where would you like to receive email notifications? *

Let's Get Your CRM Set Up

You'll be bringing in new leads in no time!