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Onboarding
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Payment received. Let’s get started!
Account setup will be completed within 7 days of receiving your intake form.
We’re emailing you a welcome email now for you to review after you submit the form.
Your full name
Mr.
Ms.
Prefer not to say
Your company name
Your email
Please enter a valid email
Does your business have any license numbers?
Yes
No
License number
Which email should we send notifications about new leads to?
Please enter a valid email
Which phone number can we forward incoming phone calls from leads to?
Please make sure a live sales rep answers at this number.
+1
Please enter a valid phone number
Which phone number can we forward incoming text messages from leads to?
+1
Please enter a valid phone number
Website or LinkedIn URL
On whose behalf (full name of primary sales person) should we send the introduction email & text to new leads when introducing your company?
We use Google Sheets as a database for your leads. Please provide us with the Google Workspace account email that we can share this document with.
Please enter a valid email address
Is there someone in particular on your team we should reach out to regarding technical setup details?
Yes
No
Please provide us with their contact details.
Please enter a valid email
What is your growth goal with FinanceVine?
Is there a specific obstacle FinanceVine can help you overcome to hit this goal?
Onboarding Received!
Our team will commence the setup process and your account manager will contact you with 1 business day to setup your pre-launch call. In the meantime, you can check out our Client Portal below.
Visit the Client Portal
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