Pre-Onboarding Call Steps

To make the process faster, please complete the steps below before your onboarding call.

STEP 1

STEP 2

STEP 3

Step 1:

Watch the Video Overview Below

Section 1 of 2: Your Business Profile

Full Name *

Email *

Business Name *

Business Website *

Phone *

Address

Street Address *

City *

State *

Country *

Postal Code *

Appointment Availability (E.g M-F / 8am - 8pm)

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Section 2 of 2: Offer & Integration

What's your offer called (e.g Master Key System, Scale Ads Ultra... etc)

Appointment Name (E.g Strategy Session, Free Demo) *

What sub-domain you want for the sales letter (e.g scale.solvesharp.com) *

What email address do you want notifications to be sent to? (e.g New Lead email notification) *

What email address do you want automatic emails to be forwarded to? (leave empty if not required))

First & Last name for Email Campaigns *

What email address do you want to use for backend email campaigns? (specify with sub-domain e.g [email protected]) *

What email address do you want as reply-to (for leads to contact you from automated emails) *

What email address do you want as reply-to (for leads that have not booked yet)

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