MASTERY ONBOARDING FORM

Filling out this form is required to start work on your account.

The form takes 7-10 minutes to complete.

Business Name

EIN Number (as registered on IRS form CP 575)

Business Legal Street Address (as on form CP 575)

Business Legal City (as on form CP 575)

Business Legal State (as on form CP 575)

Business Legal Zip Code (as on form CP 575)

Business Type

Legal Business Name (as on form CP 575)

Business Mailing Address (if different)

Business Owner First Name

Business Owner Last Name

Business Owner Birthday

Wedding Anniversary (if applicable)

Business Phone Number That a Customer Would Call

Business Email for Customers

Domain Name Information

Website Access

Website Hosting Access

Preferred Method of Contact from Customer

Preferred Method of Contact from ServiceLegend

Business Website URL

Please provide your Google Business Profile link

Do you need to display your license on your website/ads? -If so, please provide the license.

URL of Gallery Page (or Instagram if you don't have one)

Time Zone

Business Facebook Page Link

Years in Business

Years Offered by Warranty (if any)

Best Phone Number or Email Address of Website Manager

Type of Industry

Finance Options Offered?

Does the company have any other marketing campaigns currently? If so, please provide some detail.

How much do you currently make in monthly revenue (Gross)?

How much do you WANT to make in monthly revenue (Gross)?

What is your company’s annual revenue?

How many quote appointments do you book a week currently?

How many appointments would you like to book a week to hit your growth goals?

What is your current: Lead to Appointment ratio?

What is your current: Free quote to Install ratio?

How many total crews does your company have?

Estimate of the number of incoming leads you expect:

Who is responsible for following up with leads (First and Last Name)?

What are your hours of operation?

What is the best email to receive lead notifications (typically sales or office person)?

Best phone number to receive lead notifications (typically sales or office person, must receive texts)?

Describe your sales process and key sales staff positions.

Does your company have a slogan?

Are you a member of any of the associations?

Why Should Customers Choose You?

Give 3 USPs (Unique Selling Proposition)

Are you BBB Accredited?

What would you say is your favorite part of the job?

Can you tell us more about how the company got started?

Do you work with specific products or brands?

Who are your Main Competitors?

Do you ask for testimonial videos from your customers?

FAQs - Can you think of 3 common or frequently asked questions that you are regularly asked by your customers?

Do you acknowledge the use of Stock Images?
We will work with you to ensure we have as many personalized, trust-building, and "Choose Us" images, but in the event that you are unable to get those over to us in time, we will push forward with stock images in an effort to not delay the project.

Do you ask for Google Reviews from your customers?

What cities would you like to target in your marketing efforts?

What are the cities within your target area that you would like to exclude?

Business Address to use on Google My Business and Directories

Phone Number to Use for Google My Business and Directories

Main City to Target

Additional Cities to Target (in priority order)

Top 5 keywords to target in priority order

Full keyword list

Products to focus on (if any)

Services to focus on (if any)

Please give Manager access to web@servicelegend.com for your Google My Business Account

Please give Admin access to web@servicelegend.com for your Google Analytics

Please give Owner access to web@servicelegend.com for your Google Search Console

What kind of warranty do you offer

What sets your product/business apart? (1-day installation, 30 years in business, etc.)

Approved advertising offers (within the range of 25% OFF or $500 OFF are what we see work best)

Nuances of your audience (high income, small town, rural, suburban, etc.) Describe the average "ideal customer" and what they are like, the style of their homes, etc.

If you do not provide us with ample photo and video, do we have approval to use stock?

Please list any seasonal changes to your business in the winter and what months they apply to for your area:

Please list any seasonal changes to your business in the summer/spring and what months these apply to:

The main service/services to advertise currently (from the time of filling out this form) please also list any details that go along with this:

What CRM are you using?

Does your CRM have ample automation for lead nurture in place?

Does someone manage your social media?

How often do you post on social media?

Business owner's shipping address (where you receive packages or mail)

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