Customer Onboarding
Customer Onboarding
Onboarding Setup
Business Info
Products & Services
Website Design
Internet Marketing
Paid Advertising
Your Information
Name
Email Address
Phone Number
Business Owner
(some local directories require the owner of the business to be listed along with business information)
Name
Email Address
Phone Number
Enable call recording for lead verification? (no additional cost)
Yes
No
In order to verify the quality of leads, we will record the phone calls so that both your team, and our team, can review them. If you elect to enable call recording, you will be required to fill out our Call Recording Consent Form, which will be sent to you after completing this onboarding form.
Business Summary
Official registered business name
DBA's, old or alternate business name
Year & Month Founded
Number of employees
Do you have more than one physical location?
Yes
No
Have you changed your phone number in the past?
Yes
No
Primary Location
Address
Address
Address
Address
Address
Address
State
Alabama
Alaska
Arkansas
Arizona
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Address
Phone number
Fax number
Toll-free number
Alternate phone number
How long has your company been at this address?
List any companies that share this street address with your business
Do you have pictures of your location we can use?
(Select)
Yes
No
Please upload images here
Drop a file here or click to upload
Choose File
Maximum file size: 31.46MB
Do you plan on changing your address within the next two years?
(Select)
Yes
No
Not Sure
What are you Business Hours?
Add your other locations below
Please provide us with the address(es) of any additional business location(s)
Location Name and Address
Phone Number
Fax Number
Add Location
Remove
Add your previous phone numbers below
Have you changed your phone number in the past? If so, please list old phone numbers below and separate each with a comma. Please be sure to include any phone numbers that are associated with your business, but should not be.
Phone number
Add Phone Number
Remove
Business Description
Short business description
Long business description
Business tagline or motto
If you are human, leave this field blank.
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Onboarding