Aug '23 (edited) • Technical Implementation
Client Onboarding Information
What information are you trying to collect ahead of your onboarding calls, assuming you have onboarding calls? Maybe with a form, survey, or template for the client to fill out.
Here's my list ...
General Business Information
- Business Name
- Business Email
- Business Phone
- Business Address
- Business Website
- Business Age (years in business)
- Size of Customer Base (past and present; approximate size is fine)
Communication Preferences
- Primary Contact Name
- Primary Contact Phone
- Primary Contact Email
Social Media Profiles
- Google Business Profile
- Social - Facebook
- Social - Instagram
- Social – LinkedIn
- Social - Twitter
- Social - YouTube
Advertising Details
- Services Offered
- Incentivizing Offers (discounts/deals)
- Areas Served (distance from business location, zip codes, cities, counties, etc)
What else do you collect?
5
2 comments
Client Onboarding Information
skool.com/gohighlevel
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Leaderboard (30-day)
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+14
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+7
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