Onboarding Sales Form

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Your Information

Email *

Phone *

Full Name *

Business Information

Business Name *

Business Number *

Address

Business Address *

City

State

Country

Postal Code

Business Website

Additional Information

Social Media Links (Instagram, Facebook, LinkedIn, TikTok, etc.)

Briefly describe your business and what you do.

Who is your target audience / ideal client?

What are your primary products/services?

What does success look like for you in this partnership?

What are your biggest current challenges? (check all that apply)

Do you have existing brand guidelines?

Please upload or link to your logo, brand assets, and visuals.

What platforms and tools are you currently using? (check all that apply)

Website (WordPress, Wix, Squarespace, etc.)

Social media (IG, FB, TikTok, LinkedIn)

CRM / Email Marketing (GHL, Mailchimp, ConvertKit, etc.)

Ads (Meta, Google, TikTok)

Other: __________

Please provide access/logins (if ready) or a shared drive link.

What’s your preferred method of communication?

What’s your availability for meetings? (check all that apply)

Morning (9am–12pm EST)

Afternoon (12–4pm EST)

Evening (4–7pm EST)

Weekends (by request)

Is there anything else we should know about your business, vision, or expectations?

I confirm that I want to receive content from this company using any contact information I provide.

Office: 9570 Regency Square Blvd, Jacksonville FL 32225

Phone: (904) 650-6433

Email : [email protected]

Assistance Hours (By Appointment):

Tue to Fri: 10:00am – 4:00pm |. Sat to Mon - CLOSED

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INTAKE FORM

Onboarding Sales

Onboarding Sales Form

Assistance Hours (By Appointment):

Tue to Fri: 10:00am – 4:00pm |. Sat to Mon - CLOSED

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