Client Onboarding Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Company Name
*
Your Website Address
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Who's Name (First and Last) should we use for the marketing emails?.
*
This should be the person who is making calls and who's calendar we are using.
This persons Calendly Link or other Scheduling Calendar
Headshot Picture of the person named above -This is used in the email accounts
Browse Files
Drag and drop files here
Choose a file
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Recruiters Email Address - if different from previous email entered on this form
example@example.com
Recruiters Phone Number
Please enter a valid phone number.
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Describe the benefits you offer compared to other agencies in your market.ie do you offer support, training, leads, etc.
*
Where do you want to advertise? List areas that you would like us to target. You can list out State(s), Cities (include the state), or the entire country, etc.
*
Who do you want us to advertise to? Please describe your ideal agent. Describe the specific niche you are targeting.
*
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Have you booked your onboarding call yet?
*
Yes
No, I will do that after I complete this form.
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What is your definition of success from this partnership?
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Any special notes or requests can be made here.
Monthly Commitment
I understand this is a monthly commitment and I plan on keeping this program on an ongoing basis. I understand it takes 3-4 weeks for the entire setup process before I start to see any booked calls. My payment will be setup on auto draft and will be charged the same day as today every month moving forward until I request via an email to stop it.
Signature
*
Submit
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