Onboarding Questionnaire

This questionnaire will take you about 30-60 minutes to complete. If there are any questions you are unsure of, please write unsure and we will reach out for more information. Please make sure your internet connection is stable and you are filling this out from a desktop/laptop. We are looking forward to building your all-in-one business management software.

First Name *

Email *

Legal Business Name *

Please select your business type *

Corporation

Professional Corporation

Limited Liability Corp

Non Profit

Partnership

Co-Operative

Other

Business Industry *

Business Registration ID Type *

USA : EIN

Canada : CCN

Great Britain : Company Number

Australia : ACN

Other

Business Registration Number *

Phone Number *

Address *

Name and email of any additional users you would like added to the platform

Business website URL *

Social media account names and URLs to add them *

Area code you would like for your platform phone number

Email address you would like your automated emails to send from

Brand color HEX codes *

Please upload your logo, favicon, any other key graphics/images *

Please provide us with your calendar setting information *

Do you need to integrate any external software or programs you will continue to use?

List of current clients you would like imported

List of current leads you would like imported

List of past clients/alumni/patients you would like imported

Please provide any other information you feel is important that we have while building your software

Begin compiling a document listing your log in credentials for your domain registrar, Google My Business, Google Calendar, Stripe, and social media accounts. You will not submit this but will need it during your onboarding call.