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

Business Name *

Your company name personalize your marketing materials.

EIN - Employer Identification Number *

Write Sole Proprietor if your business does not have a EIN. This is needed to setup SMS / TEXT automation services.

Your Full Name *

Adds a human touch to your brand.

Basic Business Information 2 of 3

Email *

Mobile Phone *

Address

Street Address

City

State

Country

Postal code

Basic Business Information 3 of 3

Date of birth

The number we must forward incoming calls to? *

When leads call, this number will receive the calls.

The email we must forward incoming lead data to? *

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

Digital Assets

Website Url

Google Business Profile

Facebook Business Page

Linkedin Page

Instagram Page

Youtube Page

X Page

Specifics 1 of 3

Specifics 2 of 3

Specifics 3 of 3

Can we use your trading license on landing pages?

Yes

No

Not Applicable

Can we use your license nr

Builds authority.

If yes, please provide your licensing number.

Builds authority.

Can we use your company registration number on landing pages? *

Yes

No

Not Applicable

Can we use your company registration nr

Reinforces legitimacy.

If yes, please provide your company number

Reinforces legitimacy.

Service Offering

Company Pictures

Add Company Pictures of business owner(s), staff, offices, vehicles, work done, before and after pictures. Pictures can be taken with normal smart phone. Pictures should not be blurry. Remember to SMILE! (Max Total Size - 1 GB)

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 Client List (CSV or Excel File Only)

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)

Upload Business / Company Documents (Max Total Size - 500 MB)

Additional Comments

Do you have any additional comments you would like to add or that we should know about?

I confirm that all details given by me in this form is correct. I also consent to LeadPro Systems using the information provided in this form for content creation (e.g., website, social media, marketing materials), business automation and crm development. *

I Consent

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