Coach Setup Form

Your Coach Pro subscription fee is $398.00 per month and includes:

UGRU CRM with pre-built call script templates, email templates and workflows to make your daily work smooth.
Full products suite on your website
Sales landing pages with online store
Legal contracts (have your attorney review for good measure).
UGRU Budget Tool
Retirement Destinations
Document Portal
Coaches Corner (tools you need for client engagements)

To signup for your Pro Subscription click HERE. We will grant access to your CRM once your subscription is active. Please fill out the CRM portion of this form so we can create you CRM account. If you already subscribed, simply fill out the information below.

UGRU CRM (ugru.com)

Note: Once you have access to your CRM, you'll be able to upload your customer database. Instructions on how to upload your list will be sent through email upon CRM activation. If you'd like us to clean up and upload your list to match the CRM specifications, there is an hourly fee of $100. You can send us your list to review and we'll provide you an estimate on work to be performed.

1. Enter your Group name (if you are operating as entity, enter the entity name, otherwise enter your full name.)

2. Enter your account username (e.g. jsmith)

2. Enter your account access/pass

CONTACT INFORMATION (Fill out even if you are not purchasing a website)

The information below will be used on your website as well as your CRM. Home addresses are not recommended for your website. Note that we will add a map to your contact page. Should you not have a physical location and would like to omit the map from your website, please let us know.

All legal agreements on your website will have the location details provided below unless instructed otherwise.

Your Full name

Business Legal Name (LLC, Partnership, etc.)

Business Phone Number

Area CodePhone Number

Business Email

Business address

Mailing address if applicable

Section 1. Do you have your own website?

If you already have a website but would like to use our landing pages to promote UGRU's online courses and memberships, we can create the landing pages for all the UGRU products you'll be promoting. The hourly rate is $150.

The landing pages content will not be modified except for your name, business name, logo, keywords for SEO purposes, Bio and reviews. You can and should include your partnership with UGRU.

The CTA (call to action) buttons, will redirect to UGRU checkout pages except for the memberships as they will redirect to your personal calendar. All UGRU checkout pages will have your own personal affiliate link so you can get paid the commissions associated with that purchase.

Please find your product links in your affiliate dashboard under "landing pages" section.

Do you want to utilize our landing pages content?

Section 2. Don't have a website?

If you don't have a website yet, we have 2 options for you.

1. Purchase a UGRU Coach website. We will build your website for you as an exact copy of UGRU's website. Your site will have your brand colors, your Bio, your contact information, legal documents, etc. To buy a UGRU site click HERE or contact Ken to discuss your options. Once you purchase our website services, fill out the form below.

2. Use your affiliate referrer link. This unique link allows you to send your prospects or clients to UGRU's website to purchase tools or courses. Memberships will not have a checkout page as they re-direct to Ken's calendar to schedule appointments. Make sure to contact Ken to discuss how would you like to handle any bookings made.

Which option will you select?

Section 3. Website Questionnaire

(If UGRU is creating your website, all fields are mandatory)

**If you have your own website or will use our landing pages, do not fill out questions #1, #7, #10, #11, #13, #14, #15, #16 and #17.

Please fill out the questionnaire below. Incomplete information will delay the setup process so make sure you enter all data requested. If do not have all information available at once, you can start filling out the form and save for later submission.

All the information provided is secure, encrypted and will never be sold to third parties.

We are here to help you should you have questions. Should we need additional information from you while setting up your site and systems, we will reach out to you directly.

The coach Website and Apps form instructions is located in Coaches Corner. If you have questions please send email to support@ugrucoaching.com

1. Do you want a map location on your site?

Enter any information, details or instructions.

2. HOSTING

Enter your username and password so we setup your website.

Your domain name

yoursite@yourdomain.com

Enter your domain host

(Godaddy, Bluehost, other)

Hosting username

Hosting access/pass

Username

Password

Your business e-mail address

3. Setting up your Email

3. Elastic Email

Enter your username and password so we can connect your email marketing to UGRU CRM.

Username

Access/pass

4. Google Workspace

Enter your username and password so we can connect your UGRU CRM webmail to your business gmail account.

Username/email

yourname@yourdomain.com

Access/pass

5. BIOGRAPHICAL INFO

Enter your Bio here

6. YOUR STORY

Enter your Story here.

7. YOUR TAG LINE

Enter your tag line here.

8. IMAGES

Upload your Professional picture(s). You can upload multiple pictures, we will insert in your story section and your Bio (jpeg format). Acceptable pictures are your office space, your office, your workshops, your team, etc.

We will provide stock images for your website. If you have images you'd like to use other than the ones we offer, please upload them here. Make sure you are free to use those images to avoid coopyright infrigments.

Videos are acceptable too. Let us know if you have videos you want to upload and we will discuss how and where you'd like to place them (If you have a team you want to add your website, please let us know and we will provide an additional form for them o fill out).

Browse Files

Do you want to upload videos?

9. YOUR BRAND

Enter below your brand colors using the HEX codes (#000000). You can add up to 3 colors. White will be used across the site. By default, all your landing pages will have the the UGRU product colors. Call to action buttons may change.

Text color will be black and and we will apply your main or secondary color to headlines or other text when applicable. Enter below your main and secondary colors.

Main Color

Secondary Color

Other accent colors

Let us know how would you like your colors distributed across your website. For example, which color would you like for the above the fold section? Which color would you like to see on the footer? Please be as detailed as possible. If you do not know, we can place the colors as we see fit.

Upload your Logos. You can upload multiple pictures, we will insert in the header of your website as well as the footer (high resolution jpeg or png format with a transparent background).

Browse Files

10. The website comes with a Blog. If you already have a Blog and will like to redirect to your Blog from your new site, please enter your Blog link below.

Blog link

11. If you do not have a Blog, we will hide the Blog page from your new website. If in the future you want to start your own Blog, you can either use the pages already built in (you would only need to replace the content) or, you can create new templates and publish.

12. SOCIAL MEDIA PROFILES - Enter your social media profile links here

Facebook

Twitter

Instagram

YouTube

Other

13. SCHEDULEONCE

If you have a different calendar, enter the platform's name and credentials below.

Enter your ScheduleOnce username

Enter your ScheduleOnce access/pass

OTHER CALENDAR

If you have a different calendar, enter the platform's name and credentials below.

Your calendar

Enter your calendar username

Enter your calendar access/pass

14. JOTFORM

Note: If you are going to process payments through Jotform and already have a gateway account, you need to connect your payment credentials/information to Jotform.

Enter your Jotform username

Enter your Jotform access/pass

15. PHONE - JIVE (GoToConnect)

Enter your Jive login

Enter your Jive access/pass

16. SOFTPHONE - Bria Solo

Enter your Bria login

Enter your Bria access/pass

17. TAWK.TO

Would you like to setup the chat option on your website?

Enter your Tawk.To username

Enter your Tawk.To access/pass

Provide any additional information or questions.