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Fill Out The Form Below With As Much Detail As You Can!

Business Identity

Legal business name *

Exactly as it appears on IRS documents (W9, CP 575, or EIN confirmation letter). Not a nickname or DBA — the registered legal name.

DBA / "doing business as" name

If different from legal name (e.g., legal name is "John's Company LLC" but you operate as "John's Company")

EIN (Employer Identification Number)

Found on the CP 575 IRS confirmation letter, or a 147c letter if that's been lost

Business type

Business industry / category

Address *

Street Address *

City

State

Country

Postal Code

Business phone number *

Business email *

Authorized Representative

Full Name *

Title

What is the best phone number for customers to reach you? (We will be setting up a tracking number that forwards here) *

What is your best email for our lead communication? *

Website & Online Presence

What is your current website link

Do you have a Google Business Profile? *

Yes

Your Facebook Page Link (If you do not have one please put “Need to create”) *

Your Instagram Profile Link (If you do not have one please put “Need to create”) *

Current Logo

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF PNG or vector, transparent background preferred

Operations Basics

Business hours

What cities do you service? *

What are the main services you want to promote?

Offers/ promotions you have run in the past or thought about running

Average job value or price range

If comfortable sharing (helps calibrate reporting later — optional)

Area code on the number we purchase - call tracking *

Write at least two area codes in case there is limited availability

Current scheduling method

Do you have an existing customer list?

Yes

Spreadsheet, notebook, an old tool? (relevant for the database reactivation campaign)

Existing customer list

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Any Additional Notes

If you'd like