Fill the Onboarding Form
Basic Information
Full Name
*
Company Name
*
What is the best phone number for customers to reach you? (We will be setting up a tracking number that forwards here)
*
What is your best email for our lead communication?
*
Full Business Address
*
Business Details
Your Facebook Page Link (If you don't have one, write "Need to create")
*
Your Website (If you don't have one, write "None")
*
What cities/areas do you service? (List all cities with zip codes)
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What cities/areas do you want to exclude? (List all cities with zip codes)
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What services do you want to promote? (Example: Kitchen remodeling, Bathroom remodeling, etc.)
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Project Details
What's your minimum project size?
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Do you offer financing?
Do you offer financing
Yes
No
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Ideal Client
Describe your ideal client in 2-3 sentences (Age, income, project type, why they're remodeling)
*
What Makes You Different
Why should someone choose your company over competitors? (Your unique selling points in 2-3 sentences)
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Offer Selection
Offers / promotions you have run in the past or thought about running
*
Creative Assets
Upload link for photos/videos (Google Drive or Dropbox link with before/after photos, completed projects, team photos)
*
Technical Access
I agree to provide Peak Remo access to: *
Facebook Business Manager
Calendar/Scheduling system
What calendar system do you use?
*
What calendar system you use
Google Calendar
Manual Agenda
Other (specify)
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Any Additional Notes
SUBMIT
