Congratulations Again, for making this Power Play in your business

We look forward to serving you

Please fill out this on-boarding intake form the best you can

The team will use this information to build your platform, campaigns and communications system

Onboarding Intake Form

Take some time to answer thoroughly while keeping in mind, some questions might be optional and if things change in the future you'll have full control in your account to change them as needed!

First Name *

Last Name *

Your Phone *

Your Login Email *

Your Preferred Company Outgoing Email (the email used to send emails to your clients/contacts) *

The next portion is all info about your business:

Company Name *

Company Niche / Industry *

Company Email *

Company Phone *

Company Website *

Company Address *

Company City *

Company State *

Company Country *

Company Zip Code *

Company Time Zone (GMT Format) *

Company Logo (The proposed size is 350px * 180px no bigger than 2.5mb)

Upload Company Logo

Review Link URL (where you want to direct people to leave reviews for this business, usually facebook or google) *

Notification email? (The email you want to be notified at when you get new leads/new appointments booked) * *

I have a Google My Business (GMB) set up for my business? *

Yes

I have a website and a way to get access to editing the website? *

Yes

At times Twilio (the phone service that sends SMS and calls through the system) runs out of numbers in popular area codes, so we'll ask for your first choice and then a few others is they don't have any first choice available:

First Choice - Twilio Number Area Code

Other Choices - Twilio Area Codes

Call Forwarding Number (If you want to forward calls to a different number than business number - like the personal cell number)

For calendar set up:

Calendar Availability (Format: Monday to Friday, 9am to 5pm)

Appointment Meeting Location URL Link (If using Zoom link)

Appointment Slot Duration (How long the appointment is - ex: 30 minutes, 1 hour)

Appointment Slot Interval (How you display available appointments, for example a 30 minute slot interval would show appointments at 1, 1:30, 2, 2:30, etc)

Captcha