MARKETING PARTNER
ONBOARDING FORM
Step 1: Please submit this form to begin onboarding
Your Name
*
Your best email (important communications will be sent here following this form completion):
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Email of a partner to receive these emails as well:
Your personal cell phone (in case of emergencies):
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Business Name
Business Address
Company Website
Office Phone Number (where client calls are sent):
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Which email(s) would you like lead notifications sent to?
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Which phone number(s) would you like lead notifications texted to?
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What are some of your favorite hobbies? (things you enjoy doing other than running your business)
What are your goals for this program? What would make you feel like we hit a home-run for you in delivering our services?
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What are the challenges you are running into that made you decide to join the program?
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Demographic Details of your typical client, such as age, gender, socioeconomic status, family makeup?
Exact cities that your ideal clients live in - GET SPECIFIC:
Details of Your Core Offer (ex. Consultation, what's included, what's the process?) If you are doing events, type Events. If we are still in deliberations, type TBD.
List the services and pricing that you currently offer.
If you are doing EVENTS only, what is the MAXIMUM number of people that you can fit in your location?
Upload Your Logo (Transparent PNG Preferred)
Upload Your Logo (Transparent PNG Preferred)
Email Autoresponder if you have one that we will need to connect to: (if not, let us know you need one)
Username & Password For Email Autoresponder (mailchimp, ontraport, etc.)
Link to website back end login:
Username & Password for Website Login
URL for Shared Image/Video Folder You Have (testimonials, work photos, your videos) - If you have one
Upload any client lists, email lists, past lead lists with all data possible, and labeled accurately, and Zip Code Lists if you didn't fill them out above.
Upload any client lists, email lists, past lead lists with all data possible, and labeled accurately, and Zip Code Lists if you didn't fill them out above.
What other details about your business do you feel we need to know? List your core services, any relevant brands you work with, and details on your process if this has not already been discussed.
Do you work with a google calendar, or would you be willing to?
Please check off all other forms of advertising you're doing:
Google Ads or other Search Ads
Local Search (Google Local Map Results)
TV
Radio
Print Advertising
Lead Sites
Trade Shows
No other forms of marketing
Other
SUBMIT
