Pre-Funnel Onboarding

Your Details

Service Agreement

Onboarding Steps 1-3

Kick Off Call

Pre Funnel Information

New client information

Contact First Name *

Contact Last Name *

Contact Email *

Level of Service *

Start Date *

Monthly Service Fee *

Ad Budget *

Additional Notes *

Service Goal #1 *

Service Goal #2 *

Service Goal #3 *

________________________

Member of the team information

Prepared By First Name *

Prepared By Last Name *

Prepared By Email *

Prepared By Signature *

Welcome To

Let's Get You Started!

Please fill out this form with the email address used to book our previous conversation and the fields on the following page will auto-populate.

If it does not, please contact me and I will send you a PDF version of the agreement.

**For best formatting, complete

the onboarding on a desktop**

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