Signature Sales Agency – Client Onboarding Form


Client Onboarding Form
Please answer all questions below.

 

Company / Offer Details



Please supply links for all programs we are representing.

Here are some examples:
Opt In Page
Thank You Page

Please supply links for all programs we are representing.

Here is an example:
Coaching Call Recording

Please supply links for all programs we are representing.

Here is an example:
Order Form Link

Please supply links for all programs we are representing.

Here is an example:
Agreement Link

Access to course/program granted to vanessa@vanessahorn.com

Access to the Facebook Group granted to vanessa@vanessahorn.com and the Sales Person


Client Required Tech Systems

Please follow the steps in the doc below and provide the GMail Address and Password for accessing the new Closer account(s).

Here is the guide for the setup:
Google Workspace Set Up Guide

Please provide the Username and Password of each new account.

Here is the guide for the setup:
Scheduling System Set Up Guide

Please provide the Username and Password for each new account.

Here is the guide for the setup:
Zoom Set Up Guide

Slack for Account for Communication
Please set up Users and Channels in your Slack account and then mark this Completed.

Here is the guide for the setup:
Slack Set Up Guide


We recommend SalesMsg

Please create new User Accounts for each Closer.

Please supply the login credentials for each new User Account.


Please specify the name and email address of the person completing the Tech Onboarding tasks.