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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

15 Questions to Success

Questions

Yes

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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Questions

Yes

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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These steps are done for you!

These steps are done for you!

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