Pre Onboarding Intake Form

Here's what you'll need for Technical Set-up

First Name *

Last Name *

Phone *

Email *

Your Time Zone *

Tech Information

Do you have access to your site builder? (if no, you will need access to it)

Yes, I have access

No, I don't have access

I do not have a website

Your Website URL

Where is your site built?

Where is your domain hosted? You'll need to login here during your onboarding call.

Would you like to connect Stripe to invoice and sell products through the CRM? *

Yes

No

Not Sure

PHONE

Spirit Media ONE comes with a free business number for sending SMS and making calls. I assume you want your SMS marketing number to use your area code? If not, which area code do you request?

Social Media

What is your login to access your business Facebook page?

Business Facebook URL

What is your login for your business Instagram account?

Business Instagram URL

What is your login for your business LinkedIn page?

Business LinkedIn URL

What is your login for your business for Google My Business?

Google My Business URL

Google Calendar and Zoom

Spirit Media ONE integrates your Google Calendar(s) to manage your appointments. We will need your Google login to set this up.

ZOOM Account: If you meet with people online and have a zoom account we can link this to your calendar invites. We will need your login to Zoom to set this up.

CRM Setup

Where would you like to receive SMS notifications?

Where would you like to receive email notifications?

The CRM Comes With A Phone Number, What Area Code Would You Prefer Your Phone Number To Be In?

In case that area code is not available, what other area code would you prefer your phone number to be in?

Which Address Would You Like To Send Marketing Emails From?

CRM File

Contact list

Spirit Media ONE comes with FREE website hosting on Google. Google rewards Google faster than any other website hosting in the world! If you have a current website you love we can migrate it over with minimal changes.

Spirit Media ONE integrates with Stripe (payment processing) which allows you to add checkout forms on your website, email invoices, and send SMS for payments. If so, we need the login:

Spirit Media ONE connect to Quickbooks? If so, we need the login:

Spirit Media ONE connect to Shopify? If so, we need the login:

Here’s What You’ll Need for Customization

Please upload company LOGOS to your Spirit Media Client Folder on Google Drive or share links below:

Please upload company GRAPHICS and VIDEOS to your Spirit Media Client Folder on Google Drive or share links below:

Please upload company PHOTOS to your Spirit Media Client Folder on Google Drive or share links below:

What are your four favorite colors? If possible provide the HEX codes.

Fonts (if you require specific fonts to be used)

If you need more time to fill up these form to gather your info or assets you can click skip and we will send you link via email

Skip this time