Onboarding Form - Account Set Up
Owner's First Name
*
Owner's Last Name
Owner's Email
*
Business Information
Business Name
*
Legal Business Name (if different)
Business Industry/Niche
*
Business Contact #
*
Business Address
*
Business Email Address
*
Your Businesses Tax ID or IEN #
Business Timezone
Photos/video/files of your business (locations, job sites, products, etc.)
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Upload Your Logo Image Here
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Color Pallete (If you have)
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Business Instagram Page Link 📷 (if applicable)
Business Tiktok Page Link (if applicable)
Business Facebook Page Link (if applicable)
Service areas you work in (Cities, Towns, Counties)
Services and/or Products You Provide:
Phone System Setup
Preferred Area Code for New Phone Number (if getting a new number):
Phone Number to Forward System Calls to (if applicable):
Do you need Call Recording enabled? (Yes/No)
Yes
No
Do you need Voicemail setup? (Yes/No)
Yes
No
Domain Set up (if needed)
Do you already have a Domain name? (Yes/No)
Yes
No
If yes, provide your domain name:
Do you have access to your domain DNS settings? (Yes/No)
Yes
No
Don't Know
Who manages your domain? (Registrar name, e.g., GoDaddy, Namecheap, Google Domains)
Are we also adding other team members? If yes, please fill out the information below.
Team Member #1 Full Name:
Email Address:
Phone Number:
Team Member #2 Full Name: (copy)
Email Address:
Phone Number:
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