This gives us everything we need to hit the ground running. It takes around five minutes.
Your primary contact details for our partnership.
Company details and your key revenue drivers.
Slack is what we use for communication. This allows us to automate some notifications as we grow, like customer notifications and lead notifications.
Please list the name, role and email address of anyone who should be added to our communication channels. Reports and weekly check ins will all be done through these channels, so add anyone you think could be needed.
Let us know what accounts are currently in place.
This can be an old account.
Your existing digital stack and handling of new enquiries.
For example: Cliniko, GoHighLevel, your CRM, booking platform, Shopify.
For example: a sales team of 10, the receptionists, the owner. Only applicable to service based businesses.
Final thoughts or questions before we begin.
Anything else you'd like us to know before we get started.
