Webcase On-boarding Info

Customer Information

First Name

Last Name

Email *

Phone *

POF: Your Time Zone

Business Information

Business Name

Business Phone Number

Business Email

Business Address

POF: Hours of Operation

POF: Additional Hours of Operation

POF: Upload Your Logo

Upload as many versions as you have. Transparent background is recommended.

Social Media Information

Business Facebook URL

Business Instagram URL

Business Twitter URL

Business LinkedIn URL

Business YouTube Channel URL

Google Review URL

Business Yelp Review Request URL

Website Information

Website URL

POF: Do you have access to your site builder? (if no, you will need access to it)

Yes, I have access

No, I don't have access

I do not have a website

POF: Where is your site built?

POF: Where is your domain hosted? You'll need to login here during your onboarding call.

POF: Would you like to connect Stripe to invoice and sell products through the CRM?

Yes

Not Sure

If you plan to use stripe, you will need to go to stripe.com and setup your account and have login ready for on-boarding call.

CRM Setup

POF: Where would you like to receive SMS notifications? (number we text when a new lead comes in)

POF: Where would you like to receive email notifications?

POF: The CRM Comes With A Phone Number, What Area Code Would You Prefer Your Phone Number To Be In?

POF: In case that area code is not available, what other area code would you prefer your phone number to be in?

POF: Which Address Would You Like To Send Marketing Emails From?