AutoMentor Onboarding Form

Please watch this video before completing the section:

Name

First NameLast Name

Corporate / Business Name

Enter the exact business name, as registered with the Government and mentioned in your tax documents (W2, W9 or CP 575). E.g. Agency Name LLC rather than Agency Name.

Business Tax ID / EIN (for phone number approval)

The number used to identify your business and apply for phone number to send communications to candidates. In case of US EIN, must be a 9-digit number e.g.12-3456789.

I DO NOT have an EIN and need to use a Toll-Free phone number

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email

Note: To ensure that all emails are received, please make sure to use your GMAIL accounts (please avoid Hotmail, Yahoo, or Outlook)

Contact Phone Number (for us to call / text you)

Please enter a valid phone number.Format: (000) 000-0000.

Please watch this video before completing the section:

Will this be a "solo" account, or a "shared" account?

Permanent Zoom Link (we suggest having a dedicated account for this) - PLEASE MAKE SURE THERE IS NO PASSCODE ENABLED - WAITING ROOM ONLY

(Note: This will NOT work for FREE Zoom Accounts).

Click the Loom video link for a step-by-step guide on removing the Zoom passcode:
LOOM VIDEO LINK.

Suggested licensing course to enroll in:

Agency XCEL Discount Code Link:

I DO NOT have an XCEL discount code and need one created for me

Agency "Your Insurance License" Link:

I DO NOT have a "Your Insurance License" code and need one created for me

Which pricing option would you like your candidates to see? (Choose 1)

"Your Insurance License" Availability:

Preferred Email Address (for applicants to see as "from"):

Preferred "From" Name in email:

Preferred email signature:

Account Timezone (for main user / manager if shared account)

Please watch this video before completing the section:

Group Interview Time Availability: (Times need to be at least 90min apart per day)

Group Onboarding / Expectations Call Times: (1-hr zoom onboarding meeting)

Preferred Zoom Link for onboarding calls (do not conflict with group interview times)

Summit Mentorship Checkpoint booking (choose an option)

*IF* you have specific times for check points, what are they?:

IF THIS IS A SHARED ACCOUNT - PROVIDE NAME, NUMBER, EMAIL FOR EACH USER

Will users share 1 zoom link, or have their own zoom link?

IF THIS IS A SHARED ACCOUNT, PLEASE DETAIL INTERVIEW TIMES BY PERSON:

Team Huddle times / links (Title, Day, Time, Timezone, Link)

What stage do you want new candidates to get your huddle reminders?

Please watch this video before completing the section:

Which Subscription Package?

Deposit / Setup Authorization

AutoMentor $500/mo "Starter" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$250.00

AutoMentor $1000/mo "Builder" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$500.00

AutoMentor $1500/mo "Builder+" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$750.00

AutoMentor $2000/mo "Owner" Account Setup / Deposit

This "Setup / Deposit" payment allows for your customized account to be created. This also covers your final 2 weeks on the platform due to discontinuation and / or billing issues.

$1,000.00

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Total

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

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AutoMentor Onboarding Form

Contact Info:

Deposit / Setup Authorization*

Deposit / Setup Authorization