New Client Onboarding Form • Lamassu Leads

NEW CLIENT

Onboarding

COMPANY & CONTACT DETAILS

Desired Start Month

Desired Start Market

Package You Would Like To Start With Beginner - 2,500 DialsSmall Team - 5,000 DialsDesign Your OwnSMS PackageNurture Agent

Packages can be found at THIS LINK

Company Legal Name

Brand or DBA Name (if applicable)

Business Address

City

State/ Province/ Region*

Postal/Zip Code *

Company Website URL

How Did You First Hear About Us?

If someone referred you, please give them credit here.

Specify Other

Upload Company Logo *Optional

Live Transfers Phone Number

TECHNOLOGY & TEAM DETAILS

Admin Contact Name

Admin Contact Email

Admin Contact Phone

Team Leader Name

Team Leader Email

Team Leader Phone

Name of Current CRM Solution (if any)

If currently using Podio, please confirm if you know how to set up an external webform or if you will need our help.

Do You Want To Use our Custom CRM?

See more info at LamassuCRM

Size of leads database we will likely launch with?

Are you currently using Slack?

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?

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?

Current MasterMinds You Belong to (if any)

Your Sales Style

Number of Deals Closed In Previous 30 Days

Sales Coach Process You Follow (if any)

Your Instagram URL (to tag on major wins)

I agree to receive marketing messaging from lamassuleads.com at the phone number provided above, including updates, promotions, and news. Data rates may apply. Reply STOP to unsubscribe.

We look forward to helping you
achieve these goals!