Client Onboarding Form!
by Outraze
Your Details
Name of your Business
Company Owner Name (Your Name)
*
First Name
Last Name
Personal Contact Email - For Us
example@example.com
Personal Contact Number - For Us
*
Please enter a valid phone number.
Business Email - For Your Customers
example@example.com
Business Contact Number - For Your Customers
Please enter a valid phone number.
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Understanding Your Company And What You Offer
In as many sentences as you like describe your business - tell us about your company, your history and what your vision is.
Why should someone choose you? Price / Quality / Care / Local / Honest / 5 Star Reviews / Guarantee's / ?
The more things you can think of the better. Think about accreditations, ratings, etc..
Your brands special sauce. What makes your company special / unique?
This could be anything.
Do You Offer Any Additional Services Beyond Those Listed Here?
Do you have any trust badges we can include on the site? List as many as you can and we will go and find them.
This could be Facebook Reviews, Google Reviews, Certifications etc
Target Audience
What type of client / customer is ideal - What does your demographic look like?
What does the process look like for getting a new customer? Such as They Call or Complete a Form > Book Appointment > Consultation > Begin Case ...etc.
What is your practice areas?
States, Cities, Towns, Storm Area's etc - list up to 10
Any website's or competitor websites you like?
What are your key messages you would like your ideal clients to know about you
Owners / Partners & Their Vision
Please name all the owners with a small write up from each of them, giving more info about them...
Upload Images of each Attorney On Team
Browse Files
Drag and drop files here
Choose a file
Nice clear pictures and try and include some branded material in the back or on your shirt. You can also upload images of each of the crew or all of the employees if you want to but it's not required.
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Frequently Asked Questions that your customers ask?
We will answer them for you, but you can too if you'd like.
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Account Login Details
Website Address
Your website URL
Any additional notes or logins details
This could be anything.
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