Client On-boarding

Please allocate a good 10 to 20 minutes to complete this.

Step 1 of 3

Name of your business(Required)

Company Owner Name(Required)

First Last

Personal Email(Required)

[email protected]

Personal number

Please enter a valid phone number.

Business Email - for customers(Required)

[email protected]

Business Phone - for customers(Required)

Please enter a valid phone number.

In as many sentences as you like describe your business - tell us about your company and your history.

This will help us with background information and write a well articulated about section.

Why should someone choose you? Price / Quality / Care / Local / Honest / 5 Star Reviews / Guarantee's / ?

The more things you can think of the better. Think about accreditations, ratings, etc..

Your brands special sauce. What makes your company special / unique?

This could be anything. WHY are you different?

What type of work do you focus on, or would LIKE to focus on? What is the most profitable for you?

metal roofs, AC installs, etc.

What services do you offer?

Give a few examples here

Special Offers such as Discounts, Credit / Finance Options? Please elaborate.

Such as: Financing as low as $97 p/m with Hearth. Any offers.

Do you have any trust badges we can include on the site? List as many as you can - and we will go and find the graphics for them.

This could be Facebook Reviews, Google Reviews, Home Advisor Rating, BBB Rating, Angies List, Yelp, Any of your manufacturer logo's, Money Back Gaurantee Badge, Quality Guarantee badges etc.

Any features and benefits? - Give them a reason to choose you.

24/7 Service, Free Inspection, Best...

What does your customer journey look like? Such as They Call or Complete a Form > Inspection > Estimate > Build etc.

call -> walkthrough -> estimate -> phone follow up -> text follow up, etc.

Preferred Working Area's and Locations (Up 20)

States, Cities, Towns, Storm Area's etc - AS MANY AS POSSIBLE

Key Messages - Your vision, your views, your saying... What's your key message?

What are your key messages you would like your ideal clients to know about you

2 or 3 sentences on the history of the company. Feel free and include dates etc.

What are your key messages you would like your ideal clients to know about you

Key Competitors - Please list a few

Owners / Partners & Their Vision

Please name all the owners with a small write up from each of them, giving more info about them and their vision for the company.

Upload Images of each Owner / Partner for the About Us section

Drop files here or

Max. file size: 20 MB, Max. files: 5.

Nice clear pictures and try and include some branded material in the back or on your shirt. You can also upload images of each of the crew or all of the employees if you want to but it's not required. We only require the owners.

Upload Website Banner Picture (example above)

Drop files here or

Max. file size: 20 MB, Max. files: 5.

A good looking half body image of the owners, or team will be fine! Send as many pictures as you want! We will use the ones that look the best.

Do you have frequently asked questions and answers?

Anything else you'd like to see on your website? More content you can share the better!

Client On-boarding

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