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Top Tier Onboarding Wishlist
Tailor your CRM experience—tell us what your business needs most
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15 Questions to Success
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Questions
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1. Would you like to create or port a phone number?
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2. Do you need to integrate Social Media such as Facebook and Instagram?
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3. Do you have a Facebook Ad Account?
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4. Do you have a Stripe Account?
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5. Do you have a Google My Business account? (Have login details ready)
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6. Do you have your own website? (Add website URL here)
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7. Do you have access to your website backend? (e.g. WordPress?)
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8. Do you have any funnels? (Add landing page URL here)
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9. Do you have a dedicated email ? (Add email address here)
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10. Do you have other team members? (List their First Name, Last Name, Email.)
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11. Do you have a calendar app? (e.g. Google, Outlook, or Calendly?)
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12. Do you currently have a contact list to import?
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Question #13
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Question #14
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Question #15
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