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
*
What advertising channels do you use or plan to use?
*
TikTok
Meta
Google Ads
Google Local Ads
Google Maps
Yelp
Thumbtack
What channels do you use to communicate with clients?
*
Instagram
Facebook
WhatsApp
WebChat
Email
SMS
Google My Business Messages
Yelp
ThumbTack
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)
How many phone lines do you want to use? (You can also specify area codes)
*
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
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
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?
*
Submit