Pre Onboarding Intake Form

Please Fill Out This Information PRIOR To Your Onboarding Call.

First Name *

Last Name *

Preferred Name

Phone *

Email *

Preferred Contact Method

Your Role

Your role in the organization

Business Information

Business Name *

Business Phone Number *

Business Email *

Business Address *

Business Registration Number *

Type "None" if your business is not registered

Business Website URL *

Where is your domain hosted? You'll need to login here during your onboarding call. *

Hours of Operation

Upload Your Business Logo

Upload as many versions as you have. Transparent background is recommended.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Aquapio Account Name

Account Name

Year Founded

Industry

Service Area

Business Entity Type

Products & Pricing

Business Description

Ideal Customer

Current Bottlenecks

90-Day Goals

Current Monthly Leads

Approx Monthly Revenue

$

Success Definition

Do you currently use a CRM

CRM Name

Migration Needs

Current Tools / Stack

Brand Color Primary

Brand Color Secondary

Brand Voice / Tone

Brand Typography

Fonts

Do you have a brand guide?

Media Library Link

Tagline

Domain Name

DNS Manager

DNS Access Granted

Website Platform

Pages / Funnels Needed

Website Build Approach

Forms to Re-create. (Additional Fees Apply)

Booking / Calendar Needs

Privacy Policy URL

Terms of Service URL

GBP Owner Email

GBP Additional Categories

GBP Review Count

GBP Primary Category

GBP Star Rating

Wants Review Automation

GBP Photos Link

Pinterest URL

Platforms to Manage

Other Social URL

Desired Posting Frequency

Content Creator

Content Themes

Phone Setup Need

Current Phone Carrier

Carrier Account Number

Numbers to Port

Carrier Transfer PIN

A2P Authorized Rep

Expected Daily SMS Volume

Email Sending Domain

Email Provider

Email DNS Manager

Email From Name

Email Reply-To Address

Email Signature

Payment Processor

Calendar to Sync

Wants Invoicing / Checkout

Other Integrations

Number of Users Needed

Team Members & Roles and Email

Onboarding Point of Contact

Accounts Access Granted

Authorization Signer Name

Authorization Date

Authorization Signer Title

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Let's Get Your ECOSYSTEM Set Up

Let's Get Your ECOSYSTEM Set Up

You'll be bringing in new leads in no time!

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