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NEW CLIENT
Onboarding
Cognito Form
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COMPANY & CONTACT DETAILS
Desired Start Month
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Desired Start Market
*
Package You Would Like To Start With
*
Beginner - 2,500 Dials
Small Team - 5,000 Dials
Design Your Own
SMS Package
Nurture Agent
Packages can be found at
THIS LINK
Company Legal Name
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Brand or DBA Name (if applicable)
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Business Address
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City
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State/ Province/ Region
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Postal/Zip Code
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Company Website URL
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How Did You First Hear About Us?
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Alex Quezada
Anthony Quezada
Christian Coburn
Ciera Lindsey
Corey Geary
David Olds
Dustin Bibbs (Get2Millions)
Esteban Andrade
Graylan Stewart
Juan Nicasio
Mariano Simrod
Michael Singletary
Nick Aalerud
Nick Perry
Noah Daniels-Wilder
Philip Blake
Robin Crawley
Scott Morse
Other
Specify Other
If someone referred you, please give them credit here.
Upload Company Logo *Optional
Max. file size: 3 MB.
Live Transfers Phone Number
*
TECHNOLOGY & TEAM DETAILS
Admin Contact Name
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Admin Contact Email
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Admin Contact Phone
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Team Leader Name
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Team Leader Email
*
Team Leader Phone
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Name of Current CRM Solution (if any)
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Do You Want To Use our Custom CRM?
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Yes
No
If currently using Podio, please confirm if you know how to set up an external webform or if you will need our help.
See more info at
LamassuCRM
Size of leads database we will likely launch with?
*
Are you currently using Slack?
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Yes
No
At least provide one email
Please provide the email addresses of any person in your organization that we need to send the invites to Slack, they will be sent via Slack Connect
Please provide Names and Email addresses of any person in your organization that should invited to your PRIVATE SLACK channels listed below, separate the addresses with commas.
*
Slack channels you will be provided access to:
Accounting Slack Channel, Buyers/JV Request Channel, Client Success Manager, Closer Needed, CRM Support, Data and KPI's, Quality Assurance
Have you ever used a cold call agency to generate leads before?
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Yes
No
PLEASE ANSWER THE FOLLOWING
(1) Name of cold call company?, (2) Location of Call Center?, (3) Where were your pain points with the previous call center?, (4) What did you like best about them?
AFFILIATE INSIGHTS & HOW WE CAN HELP BEST
What are your overall goals in partnering with a firm like ours?
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Current MasterMinds You Belong to (if any)
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Your Sales Style
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Face to Face
Virtual
Both
Number of Deals Closed In Previous 30 Days
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Sales Coach Process You Follow (if any)
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Your Instagram URL (to tag on major wins)
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Untitled
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We look forward to helping you
achieve these goals!
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