ONBOARDING INTAKE
What is Legal Business Name?
Legal Business Street Address?
Business Number
Business Email
Zip Code
Authorized Representative
Primary Phone Number
*
Authorized Representative Email
Job TItle
Director
GM
VP
CEO
CFO
General Counsel
Best way to communicate?
Email
Text
Call
Business Type
Corporation
Limited Liability Company or Sole-Proprietorship
Non-Profit Corporation
Partnership
Business Registration ID Type
USA: Employer Identification Number (EIN)
Canada: Canadian Corporation Number (CCN)
Great Britain: Company Number
Australia: Company Number from ASIC (ACN)
India: Corporate Identity Number
Estonia: VAT Number
Romania: VAT Registration Number
Israel: Registration Number
Other
What is Your Business Registration ID Number
***Your Business ***
What your days/hours of operation?
What are the main products/services you offer?
For each of these products/services, what is your revenue per sale?
On average how long is your sales cycle?
What events do you offer?
Online Events
In person events
Live Streaming
Not Currently offering anything at the moment
How do you currently generate your leads/data?
Best describe your database?
I only track customers.
I track both customers and prospects.
I track customers, prospects, and past leads
I use segmentation for targeted marketing efforts
I maintain a minimal database with basic contact information.
I integrate my database with marketing automation tools.
I do not currently maintain a structured database.
Do you collect or store any additional information from your customers that can be share through conversation? e.g. date submitted, qualifying questions they’ve answered.
***Your Tech / Social Handles ***
Please provide the name, email address and phone number of your tech person for interegration
What social handles do you have?
Facebook
Instagram
Tiktok
Linkedin
Twitter