ONBOARDING SURVEY

General business information for A2P Compliance and phone number

Full Name *

Legal Business Name

Phone Number *

Website *

Note: The Full Legal Business name includes this information:

Legal Business Address

Business Email *

What is your Tax ID? *

Which area code (phone number) would you prefer the AI reaching out from? Please state multiple options. *

Opening hours for your sales team (When is your sales team available to take calls?) Available weekends? *

Sales rep(s) name, phone number(s) and email(s) - (We need the phone number they will call leads from)

How many calls can be scheduled every 30 minutes?

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Personal information for CRM user and lead information / data.

Should incomming calls from leads be forwarded to you?

What Email do you want to use to log into our CRM? *

General + Detailed Info about your leads *

Additional company information

What are specifc value propositions your company offers?

Any specific marketing message or promotion you can offer these leads?

The list of leads should include the following information - and should be in CSV file:

Thanks for all the information.

Once submitted we will send you our agreement and create the A2P application for a campaign phone number (2-7 business days).

While we wait, please send us your leads list to : [email protected]

Create your list in Google Sheets or Excel, then export as a CSV file before sending.

ONBOARDING SURVEY

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