Client Onboarding FormPlease answer all questions below. Company / Offer DetailsYour Name Business Name Any relevant Marketing Funnel Links to see the process the prospect has gone throughPlease supply links for all programs we are representing. Here are some examples:Opt In PageThank You PageLink to the Recording of a Coaching CallPlease supply links for all programs we are representing. Here is an example:Coaching Call RecordingOrder Form or Payment LinksPlease supply links for all programs we are representing. Here is an example:Order Form LinkAgreement LinksPlease supply links for all programs we are representing. Here is an example:Agreement LinkAccess to course/program granted to vanessa@vanessahorn.com Completed Access to the Facebook Group granted to vanessa@vanessahorn.com and the Sales Person Completed Client Required Tech SystemsGoogle Workspace SetupPlease 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 GuideAppointment Scheduling System SetupPlease provide the Username and Password of each new account.Here is the guide for the setup:Scheduling System Set Up GuideZoom Account SetupPlease provide the Username and Password for each new account.Here is the guide for the setup:Zoom Set Up GuideSlack for Account for Communication Completed Please set up Users and Channels in your Slack account and then mark this Completed.Slack Set Up GuideOutbound Sales Calling MechanismWe recommend SalesMsgPlease create new User Accounts for each Closer. Please supply the login credentials for each new User Account.Slack Payment ConfirmationsPlease create a Zap of the confirmed payments in the Slack Channel #sales_confirmations. Here are the instructions: Zapier Instructions Name & Email Address of the person completing the Tech Onboarding tasks Δ