Onboarding Form for LeadPro Systems Clients

Important!

This form is the foundation of your marketing strategy with LeadPro Systems. The information you provide will be used to create personalized website content, social media posts, calls-to-action's (CTAs), marketing hooks, crm implementation and business automation solutions that drive your business growth.

Please be thorough and accurate in your answers. Your answers will shape your success!

Basic Business Information 1 of 3

Your company name personalize your marketing materials.
Write Sole Proprietor if your business does not have a EIN. This is needed to setup SMS / TEXT automation services.
Adds a human touch to your brand.

Basic Business Information 2 of 3

Country

Basic Business Information 3 of 3

When leads call, this number will receive the calls.
When leads reach out, this email will receive the lead data.

Digital Assets

Specifics 1 of 3

Specifics 2 of 3

Specifics 3 of 3

Builds authority.
Builds authority.
Reinforces legitimacy.
Reinforces legitimacy.

Service Offering

Company Pictures

Only .png and .jpg files. This helps to show you're a real company. Images used for content and socal media posts.

Your Client List

Upload a .csv or excel file with columns Name, Mobile Number and Email. This allows us to pull your current client data into your new crm where automations can be activated and where targeted marketing campaigns can be sent out to your list. No campaigns will be activated without your consent.

Business Documents

If you're based in the United States or Canada, this is not compulsory. However, by adding something like a CP575, it helps us when social media accounts like Google Business Profile require proof of business.

If you're based OUTSIDE of the US and Canada, you HAVE to upload these documents please.

1. We need an ID copy (like drivers license, front AND back).
2. Company Registration Documents.

3. Proof of Address (Like municipal account or stamped bank statement. It's imperative that the address on the proof of address document and the company registration document match exactly, otherwise our application to buy a tracking number will fail)

Additional Comments

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