First step

ConcreteRevenue Onboarding

Step 1 of 3: Time to fill out the onboarding form:

Business Owner Full Name:

Owner Email: *

Owner Phone *

Business Name to use in Marketing: *

Official Business Address: (Don't worry if it's your home address, this address will not be made public.

Address

Street Address

City

State

Country

Postal Code

How many years of experience does this business have in the industry? Alternatively, how many years experience exist amongst the people who work for the business even if it comes from working for other businesses? *

How many jobs have you been a part of in any capacity whatsoever? *

What CRM are you using to organize leads? *

If you're using a CRM, do you want the leads sent directly into the CRM so you don't have to enter them manually? *

Yes

Please type out all of the people who you want to have access to the CRM we are building your system with. Do this even if you already use a different CRM. Share their FULL names, emails, and CELL numbers as shown in the example below. *

When a lead comes in, we assign it to a user who is then responsible for making sure they reach different parts of the sales pipeline. We can assign a lead to ONE user. Which user that you listed above should be assigned the leads by default? NOTE: you can always manually assign a different user inside the CRM if you want to assign the lead to a different sales person or team member when working the leads. *

What cell phone should receive lead notifications? (you can choose multiple cell phones and separate them with commas) *

What email should receive lead notifications? (you can choose multiple email address and separate them with commas) *

Website: *

How much money per day do you want to spend on the ad campaign? (We recommend at least a $30 per day spend, but the more the better) *

What Location(s) should we target in our marketing? (Cities, Towns, Postal Codes) *

What (if any) offers or promotions are you currently running or have run in the past. *

What other offers would you be open to running (Ex. 20% Off, $300 Off, Free Prep Service, Free Additional Service Etc.) Note: you can adjust quotes/pricing accordingly in order to maintain same margins. *

What guarantees/warranties does your business offer? *

Give a short summary of your business and what makes you unique in your industry. (2-5 sentences) *

Why do clients/customers choose you? What sets you apart? *

How are your clients/customers currently finding you? Social media? Referrals? Ads? *

Describe your current clients/customers. IE What kind of people tend to need your service? What kind of customers do you want to attract? *

How quickly do you normally respond to customer inquiries? *

What is your average profit per customer? *

How much does your target audience trust you from 1-10? Are you well-known in the industry? *

What does you current sales process look like? Give as much detail as possible. *

What is your Close Rate on Estimates? *