Onboarding

Before our call together, have the following on hand

☐ Access to your social media accounts (you are likely already the owner/admin)

☐ Access to Google Calendar (or scheduling tool where appointments are booked)

☐ Access to business phone number provider (in case we set call forwarding)

How to set up Tiktok business page (if you haven't already)

How to set up Instagram business account & link to your FB business page (if you haven't already)

How to connect your social accounts to our Stack'em CRM so we can manage them and run ads

(required before onboarding call)

Complete Form Below

Required Personal/Business Information

First Name *

Last Name *

Mobile Phone *

Business Email *

Legal Business Name (including suffix eg: LLC) *

Business Website *

Address

Street Address *

City *

State *

Postal Code *

EIN/Tax ID (required to register phone number for A2P) *

What are acceptable phone number area codes for your area? List 2-3 if possible (3 digits eg: 404, 312, 678 etc)? *

Service Information

What services do you offer? (List the important ones) *

What areas do you serve? (cities/towns etc) *

Which services would you like more of? *

Average job value for each of your main services? *

What are the top 3 objections/concerns you hear from customers? *

Anything about your company that makes you stand out against your competitors?

Where can I get access to current/previous/upcoming jobs? (I use this information to hyper personalise outreach campaigns on glasshouse and social media) *

Calendar/Booking Information

What type of appointment should customers book? Free estimate / Inspection / Consultation etc) *

Appointment length: (15 min / 30 min / 60 min?) *

Business days/hours? *

Important "Need to know" information

Please note that we will add your card on file in our CRM in order to cover all costs related to SMS, AI replies & phone calls. This gets billed automatically for usage in our system and works similar to phone minutes.

Most businesses end up between about $10/pm (low end) and $80 (high usage) a month depending on how many leads/activity come through

We as the service provider make no money out of your usage. It goes directly to the various carriers.

Please check the box to confirm you agree to the above.

I Agree