CUSTOM BUILT CRM ONBOARDING
We're excited to help you run a business you only dreamt of before, but FIRST...
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Does this all look good?
Don't mess with the GHL ID... that's for us.
Name
*
First Name
Last Name
Company Name
*
Email
*
example@example.com
GHL ID
*
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Now, observe the “SAVE” button below.
Click “SAVE” after every section to ensure you don’t lose progress as this form gets very in-depth.
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Now, tell us a little about your business...
How you're reaching customers, what your intake process is, your sales process, and your fulfillment process.
What advertising efforts are currently deployed?
*
How are you intaking customers currently? (outline your intake process from start to finish)
What is your current sales process? (Please list a step by step process for your current sales pipeline)
What is your current fulfillment process? (Please list a step by step process for fulfillment)
Please include any contract/terms of service verbiage you currently use.
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Tell us a little about your business...
(throughout this form there will be many "add row" options to some of the form fields. Please keep an eye out for them)
What /limitations do you have with your current CRM?
My lead sources include:
Describe your ideal customer profile
*
Link to the review platform that I'd like to funnel reviews to:
What is your business model? (B2B, B2C, SaaS, etc.)
Please Select
B2B Services
B2B Equipment Sales
B2C E-Commerce
B2C Brick and Mortar
SaaS
Service Based (on-site)
Service Based (remote)
Other
Please record your voicemail message for your new platform.
*
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Branding
Color 1
Color 2
Color 3
Color 4 (optional)
Existing Ad Creatives
*
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Link to Website
Social Media Links
*
I prefer Fonts that are...
Your Logo in (ALL) versions and file formats
*
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Software and Subscriptions
Be aware of the ability to add lines to some of the form boxes below.
I have other software that I would like to sync my new CRM contacts with automatically.
True
False
List ALL softwares that require syncing.
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We offer more complex integrations as well. For instance, when an estimate is approved, we can move them in your sales pipeline. OR simple things like when you add a new line on a google sheet, we add a new product to your CRM. Do you have the need for any COMPLEX integrations?
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Yes
No
Describe the software and the (action) you'd like performed between your new CRM and that particular software. Be as specific as possible.
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Software Login Credentials (Click +Add Another)
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Employee Registry - Please list all employees requiring access to this new CRM
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Tracking
In order to track the funnel performance, we'd need your Facebook Pixel code as well as your Google Analytics code
Facebook Business Account Email
example@example.com
Facebook Business Account Password
Google Analytics Account Email
example@example.com
Google Analytics Account Password
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Sales Pipeline
Lets outline the major milestones of your particular sales pipeline. What can customers expect as the process of working with your company from start to finish? (start from lead, all the way through the fulfillment journey)
We can help automate a lot of the sales process by integrating products/services into the CRM. If the price of your services changes due to circumstance (like a house painter) this section is not for you.
Yes! I'd like to add a product or service for the opportunity to automate or simplify fulfillment!
No thank you. I have that all figured out.
About how many products do you offer?
*
My products/services include:
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My company requires a contract to be signed prior to an invoice. (Invoices will have contract verbiage on the bottom already).
True
False
Contract: Please upload a copy of your contract(s)
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Custom Campaigns
Automatic Followup - Branding and Voice - x3 Included
One crucial element of success for a winning business is their ability to engage with their customers effectively. New leads, product awareness, what separates you from your competitors, and building trust are a few different tactics we employ to help you dominate. Are you interested in creating custom Text & Email campaigns?
YES
NO
Our custom-built campaigns aren’t your typical, one-size-fits-all approach. We create smart systems that interact with each person using ‘conditional logic,’ meeting them right where they are in your company’s ecosystem. Building these systems typically come at a premium because every experience is uniquely crafted, designed specifically for your business.
Which campaigns would you like us to automate for you? Please advise that every Sales Machine comes with x3 complimentary campaigns of up to 10 emails and SMS each. Each additional campaign is where you will be charged the listed price.
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Reactivation Campaign - Focused, 2-week campaigns designed to bring previous no-buy leads back into your sphere, as well as encourage customers you haven't reached out to in a while to buy again.
No-Show Campaign - Didn't show up to a meeting, cancelled an estimate, etc. One per meeting type.
Long Term Nurture - After a customer has paid, this is a once monthly email that keeps you top of mind for the next 24 months.
Upsell/Cross-Sale - One per product. Used to motivate customers who have already purchased a product, typically two weeks later once they have benefitted from the initial service/product, showcasing another product/service to purchase.
Warm-up campaign (service based business) separating you from the competition and educating the customer on how to make the right decision--hiring you.
Other (Please reach out to me for my specific need)
I prefer the tone of my automated messaging to be...
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Professional
Casual
Friendly
Robotic and obviously automated
What are three words that you want your customers to think of when they interact with your business?
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REACT: What specific action do you want your re-engaged customers to take?
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Example: book a call, call now, schedule estimate, take assessment, etc.
REACT: What are the primary services or products you offer?
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REACT: What incentives or offers have successfully driven customer engagement in the past?
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REACT: What’s one reason you think customers stop coming back?
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REACT: Are you willing to offer a deal to get the customer to come back? If so what is it?
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NOSHOW: How many customers (out of 10) miss their appointments?
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NOSHOW: What do you usually do when someone doesn’t show up?
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Give brief explanation of your process (if any).
NOSHOW: Have you ever sent reminders before the appointments?
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If so, please give brief explanation of how that looked.
LONG: What value or helpful information do you want to share with your customers each month?
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LONG: What are common questions or topics your customers ask about that we could address in monthly updates?
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LONG: Is there any seasonal content or updates related to your product/service that would be useful for your customers?
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LONG: Are there specific messages or offers you’d like to share at certain times of the year (e.g., holiday specials, seasonal tips, or annual reminders)??
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LONG: Are there any success stories or testimonials from customers that you’d like to share over time?
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LONG: Are there any success stories or testimonials from customers that you’d like to share over time?
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UPCROSS: Which specific products or services pair well with your best-sellers and could enhance the customer’s experience or results?
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UPCROSS: At what point in the customer journey would an upgrade or add-on be most valuable for them?
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UPCROSS: What do customers usually buy next after their first purchase?
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UPCROSS: Are there any products or services that customers often don’t know about but would likely find useful?
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UPCROSS: Are you willing to offer a deal to get the customer to come back? If so, what is it?
*
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WEBSITE ASSETS
Team Photos
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Photos of individual team members. Please upload with a file name corresponding to their real name.
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Website/Funnel Media
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This would be all banners, custom icons, images etc.
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PROJECT INTENT
What is the main problem that your customers deal with as it relates to your product or service?
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What is your solution to that issue?
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Describe any unique characteristics that set you apart from your competitors.
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Briefly outline any awards, accolades, or success metrics that give you authority in this space.
*
What call to action does your customer needs to take action to buy/use your product?
*
Ex: Call Now!
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Domain Integration Information Request
To successfully connect your domain to GoHighLevel, we need access to your domain service provider to configure the correct DNS settings. This ensures your website, funnels, and landing pages function properly under your brand.
Domain Name
*
Domain Service Provider
*
EX: Squarespace, GoDaddy, etc
Login Credentials
(Required for us to make the necessary updates) We need access to your domain provider to set up your DNS records. You can either provide login details or add us as a user if your provider allows it.
Please choose 1
*
Option 1: Provide Login Credentials
Option 2: Add us as a admin (integrations@conversionmarketingpros.com)
Please add this email as a user: integrations@conversionmarketingpros.com
Email / Username
Password
Preferred Sub-domain (if applicable)
EX: pages.yourbusiness.com, offers.yourbusiness.com, links.yourbusiness.com
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Legal Business Name(must match your IRS records)
*
Employer Identification Number (EIN) or Tax ID
*
Business Type (LLC, Sole Proprietorship, Corporation, etc.)
*
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Current Website URL
*
Business Phone Number
*
Business Email
*
example@example.com
Industry Type (e.g., Marketing, Healthcare, Real Estate)
*
Job Title
*
Please Select
CEO (Chief Executive Officer)
CFO (Chief Financial Officer)
COO (Chief Operating Officer)
CTO (Chief Technology Officer)
CMO (Chief Marketing Officer)
Owner
President
Vice President
Director
Manager
Compliance Officer
Legal Representative
Administrator
FYI: A2P Brand and Campaign Registration Fees
By signing below, I acknowledge and agree that I am responsible for all applicable A2P (Application-to-Person) branding and campaign fees associated with my messaging services. I understand that these fees are required for compliance with carrier regulations and industry standards.
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Please SIGN BELOW to acknowledge that refunds are not offered after payment, as this purchase includes the delivery of intellectual property of Conversion Marketing Pros and immediately incurs cost by initiating the buildout of your custom CRM.
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