Intake Form | BOOST

1 Authorized Representative

To get started, please provide your contact information. Ideally, this should be a key stakeholder or the owner of the company.

First Name *

Last Name *

Title *

Phone *

Email *

Role *

2 Business Info

Provide basic information about your business.

Legal Business Name *

Business Registration # *

Business Address *

Website *

Business Email *

Business Phone Number *

Industry Category *

Upload Your Logo

3 My Staff (Users)

Enter the contact information for each person that will be using the system.

Staff User 1

Staff User 2

Staff User 4

Staff User 5

Staff User 6

Staff User 7

Staff User 8

Staff User 3

Staff User 9

Staff User 10

4 Domains

This information is required for your email sending domain, funnels, calendar links, website chat widget, website contact form, and so on.

Where is your domain registered? We'll need to login during your Tech Call. *

If you would like to grant us "Delegate Access" in GoDaddy, we can set this up in advance of Tech Setup. Granting this access saves lots of time, so it is highly recommended! Please see video for directions: https://www.loom.com/share/548bb5ccb5d8463f878781af46a3e2a7?sid=4f949ed6-a927-46b0-bc8e-0788e11b8956

GoDaddy Delegate Access Granted

I have granted Delegate Access and give permission to update my DNS settings as needed for Boost.

Do you have Admin access to your website builder? *

Yes, I have access

No, I don't have access - but I'll get it prior to our Tech Call

I do not have a website

On what platform is your website built? We'll need to login during your Tech Call with your or you can share your login credentials with us here. *

5 Phone/Email Setup

This is required for your phone and email setup, as well as connecting your website to chat and contact form. Some of this will still need to be done on a call with you since we do not have access to your credentials.

Where would you like to RECEIVE system email notifications? *

Where would you like to RECEIVE system SMS notifications? *

What email address would you like marketing emails to be SENT FROM? *

What name would you like marketing emails and SMS to be SENT FROM? *

Phone Number Acquistion Permission Granted

I grant permission to purchase a phone number on my behalf.

A phone number is required for SMS and/or phone calling in the system. If you would like to grant us permission to purchase your phone number, we can set this up in advance of Tech Setup. Granting this permission helps expedite the process, so it is highly recommended! Costs are approximately $1.50/month plus a one-time fee of $20 for A2P regulatory compliance (https://help.leadconnectorhq.com/support/solutions/articles/48001226976-leadconnector-phone-system-trust-center).

What area code would you prefer your phone number to be in? *

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

6 Customization

Please provide as much information as possible.

Sales Process/Opportunity Pipeline *

Required Custom Fields *

Contact Database (CSV Format)

Contact Database Comments *

Database Reactivation Offer *

Brand Colors *

Where Would You Like Your Reviews Posted? *

Reviews Custom URL *

Complete the Intake Form

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