Onboarding Form - Client Portal

Section 1 of 6

Payment received. Let’s get started!

Your full name

Your company name

Your email

Please enter a valid email

Does your business have any license numbers?

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.

Please enter a valid phone number

Which phone number can we forward incoming text messages from leads to?

Please enter a valid phone number

Website or LinkedIn URL

Describe your target customer. Demographics, financial situation, age, etc.

Describe a bad fit customer you want to avoid? Demographics, financial situation, age, etc.

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 account email that we can share this document with.

Please enter a valid Gmail address

Do you want us to send leads directly to your CRM?

Is there someone in particular on your team we should reach out to regarding technical setup details?

What is your growth goal with FinanceVine?

Is there a specific obstacle FinanceVine can help you overcome to hit this goal?