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Onboarding Form | ClientsCloseBy

Hi 👋🏻, please complete this onboarding form. Thanks for making a decision to partner with us. My priority will be to make sure you get results. In order to better help you we need you to complete this onboarding form in detail. This will help my team know the outcomes and goals we're aiming for.

- Jason Reeves

Enter Company Details

Legal Business Name *

Company Name Seen By Customers *

Address

Company Street Address *

City *

State *

Postal code *

Enter Company Contact Info

Primary phone number leads call you on to connect to a sales rep / call center *

Company email for communication with leads *

Enter company website *

ℹ️ We might need to use and display these for compliance reasons.

Main Point Of Contact

ℹ️ Who should we send updates, questions, comments, etc. to?

Enter contact full name *

Preferred contact email *

Lead Generation Foundations

Primary pests you want calls for? *

Are there any pests you don't service? (Termites, Bed Bugs, Wildlife, etc.) *

What plans do you normally sell & at what price point? (Initial Treatment $99 + Quarterly $199 / Initial Treatment $39 + Bi-Monthly $99 / etc.) *

ℹ️ This helps us with ads by knowing special offers to promote, if any.

States / Cities / Counties where you want calls from *

Please upload a zip code list of all service areas you want to receive calls from - this will be used in ad targeting and qualifying callers [If a zip code is not on this list you will not receive calls from there]

Call Preferences

How many additional calls can your team handle per week? *

Choose call delivery time (Hours of operation) *

I have the systems, processes, and employees to effectively receive calls 24/7 *

Yes

How many available agents do you have to receive our calls? *