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Client Intake Survey - {YOUR AGENCY NAME}
Please complete this survey so that we can better understand your business and goals. Please take the time to complete this survey as thoroughly as possible, the better you answer these questions and the more information you provide the better we will be able to serve you as a client and deliver amazing results.
OBS: Please watch this video before completing the intake survey: {INSERT LINK TO LOOM VIDEO}
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* Indicates required question
Your first & last name
*
Your answer
Your email address
Your answer
Your phone number
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Your answer
Your company name
*
Your answer
Website login details (E.g Wordpress)
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Login URL - Username - Password
Your answer
Website hosting company login details (E.g Wix, Squarespace, GoDaddy, Duda, BlueHost etc.)
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Login URL - Username - Password
Your answer
Forward leads to this email (Up to 5 emails allowed)
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Your answer
Forward lead calls to this phone number
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Your answer
What service do you want us to promote?
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Your answer
Write down all the benefits for your customers when they hire your business to complete the job. (Any benefits we can use & mention in the advertisements)
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Your answer
What area do you want us to advertise in? (Provide location & mile radius or a list of zip codes)
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E.g Clermont Florida 35 miles OR Manatee & Sarasota county zip code list.
Your answer
Please book your onboarding call with Max by clicking the link below
*
Book your onboarding call here: {Link to your onboarding calendar page}
Yes, I've booked the onboarding call
No, I've not booked the onboarding call
What is your definition of success from this partnership?
*
Your answer
Special notes
*
Your answer
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