Welcome To Pros Buddy

Please Fill Out This Form

CRM Onboarding Form

Company's Legal Name *

Legal Structure *

Business registration address *

EIN (We need it to verify your phone number) *

Owner's First Name *

Owner's Last Name *

Owner's Email *

Business Email / Ex. [email protected] (It's a requirment, if you don't have one we will create "[email protected]" for you)

Owner's Personal Phone *

Do you have a website? If so, please specify the platform (Wordpress, Tilda, Wix, etc.) *

Website URL (If you don't have one - please mention desired domain and we will get it for you)

Do you have a Stripe account? (sending / receiving invoices) *

Yes (Please share access to [email protected])

No (please create and then share to [email protected])

How many phone lines do you want to use? (You can also specify area codes) *

PLEASE GRANT ACCESS TO ALL YOUR COMMUNICATION CHANNELS AND AD ACCOUNTS AT [email protected]

https://app.admatic.io/connect/izy-digital

List all full names, email addresses and titles of the employees you would like to be added to the CRM system *

Do you have a client database? *

Yes

No

If yes - upload it here

Describe what routine tasks consume most of your time which you would like to be automated *

Describe the process from receiving a new request to the actual sale *

What calendar do you currently use for scheduling? Do you want it to be synchronized with the CRM system? *