Black Sheep Onboarding Template

Onboarding Questionnaire

This will only take about 5-15 mins!

First Name *

Last Name *

Phone *

Email *

Company Name *

Legal Business Name *

DBA (If you have one)

EIN / CCN Number *

Business Type *

Address *

City *

State / Province *

Zip code / Postal code *

Company Email *

Company Phone *

Company Website *

What are your normal operating hours? *

Instagram Handle *

Facebook Business Page URL *

What Service(s) Do You Want To Run Ads For? How Many Campaigns? *

Please Describe Exactly What Goes Into Your Evaluation.

What Kind Of Promotion Can We Run? *

Any Grants or Rebates for Insulation Services Available to Homeowners in Your Region

Email(s) for New Lead Notifications *

Phone Number For New Lead Notifications *

Estimator or Sales Person's Name *

Estimator or Sales Person's Email *

Upload All Pictures/Videos Of The Service We Are Advertising For As Well As Any Logos Or Other Assets We Might Need! (Compress This File Before Uploading)

Upload All Pictures/Videos

IMPORTANT STEP!!!

Please Schedule Your Onboarding Call By Simply Picking A Date & Time Below.

After confirming your spot, please click the Submit button below the calendar.

Please Note: The on-boarding process takes around 5-15 minutes, please leave adequate time for this. This is the most efficient marketing on-boarding process you'll ever come across.

It may take 15 min, but once it's done... it's done.