Now Four Today Onboarding Form

1

Name

First Name

Last Name

2

Email

example@example.com

3

Phone number

4

What does your business do, and who do you serve?

5

What tools do you currently use for operations (CRM, project management, etc.)?

6

How do you currently manage communication with clients and your team?

7

What kind of support would make your life easier day to day?

8

What are your top 3 priorities or challenges right now?

9

Additional Information or needs you'd like to share

10

Do you have SOPs or documented workflows?

11

Who’s responsible for ensuring deadlines and deliverables are met?

12

What’s your preferred communication cadence (daily check-ins, weekly reports, etc.)?

Daily

Monthly

Weekly

I don't know