Pre On-Boarding Questionnaire

Get a jump on your on-boarding by answering some of the basics now.
We'll use this information to set up your account and
get a head start building your campaign.

Don't worry if you don't have all the answers.

We'll get more in-depth during the On-Boarding Call.

About Your Company

We'll use this to create your CAN-SPAM compliant email footer.

Company *

Company Address (for CANSPAM compliance footer) *

Company City *

Company State *

Company Zip Code *

Key Contacts

Project Lead *

Project Lead Email *

Integrations Lead Contact

Integrations Lead Contact Email

Website

What CRM do you use?

Do you have a Knowledge Base Document? *

Yes - upload it below

Yes - It's multiple files, please send Upload Link

No - I can create one

No - I need help - Send me your template

Upload Knowledge Base Document Here

(.doc/.docx only)

About Your Ideal Client

Revenue Range

Target Seniority Levels

We'll talk about industries and target markets in your on-boarding call.

Any Questions or Comments?

Next Step...

Book your On-Boarding Call with our team