Onboarding Form

1
What's Your Email?* This field is required.
example@example.com
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What's Your Company Name?* This field is required.
3
Are there any other team members you would like added into Slack?* This field is required.Please provide names, emails and functions of each team member that you would like added to Slack:
4
What's Your Shipping Address?* This field is required.
5
Provide Shopify Store information for Partnership Dashboard Access* This field is required.(I.E. storename.myshopify.com/admin)
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Provide Shopify Collaborator access code* This field is required.This is a 4-digit code under the Security and Users settings.
7
Brand Voice?* This field is required.(serious, witty, defiant, creative, playful, bubbly, informational etc.)
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Brand Story?* This field is required.(created by (X) because of (Y)
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Key Phrases / Key Words* This field is required.
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Top 5 Competitors / Similar Brands* This field is required.
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How is your solution different from other similar products/services on the market:* This field is required.
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Top Promotions / Best Offers you have ran in the past: Please provide active discount codes as well.* This field is required.
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What are your best selling products? What is the percentage split between the bestsellers and the other products?* This field is required.
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Which products have the best margins?* This field is required.
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Please provide the numbers to the best of your ability so we can gain the clearest picture for your break-even ROAS.* This field is required.
- Credit Card Fees (in %)
- Fixed Costs Per Order
- Merchant Processing Fees (in $)
- Shipping Costs (in $)
- Fulfillment Cost Per Unit (in $)
- Product Cost (singular)
16
Drop a CSV file of your ENTIRE email list.* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Provide a folder URL link with all marketing content.* This field is required.Google Drive Links Preferably
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Provide a folder URL link to your BRANDING GUIDELINES* This field is required.Logos files, Fonts, Color Palettes, etc.
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Provide any other Branding Guidelines or Preferences* This field is required.
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What are your Social links?* This field is required.IG, Facebook, TikTok, Youtube, etc.
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Do you have a piece of content that our team could watch that would describe your company well?* This field is required.Link the URL:
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Your Ideal Customer* This field is required.
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Describe in 2-3 paragraphs “who” your market is. Write as much as you can about them, their interests, their goals, their dreams, and their desires.* This field is required.
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If you look at your existing customers... what is the common traits between them? Are there patterns you've noticed?* This field is required.
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What does your ideal customer NOT look like? What are the characteristics that make them not a good fit for you... be as detailed as you can* This field is required.
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People buy products to move away from a problem and to go towards a happy result. Answer these questions to determine the ideal outcome your perfect clients are trying to achieve. ----- What is your prospect’s ultimate, big picture goal?* This field is required.
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What are their 3-5 biggest pain points and frustrations?* This field is required.
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Do you have a community for your audience? If yes, please provide a link to the page.* This field is required.
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Please list your business objectives for this project (e.g. I want to save time /make more money /have peace of mind) by priority:* This field is required.
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Where do you imagine this project to be in 6 months from today:* This field is required.
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What is the key condition for you to consider this project successful:* This field is required.
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