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New Client
Onboarding
The form below will automatically do these things:
Created Google Drive Folder in Clients BBL Clients Folder
Add Client to Mailchimp and tag as Client
Add Info to Contact List Sheet
Send Email to Accounting & Operations (Dean & Josh)
Send Email to Client that someone will reach out to schedule onboarding
Create a Contact in Google Contact
Send Slack message to the Onboarding Channel
Add Customer to Quickbooks
Enter New Client to Onboard
Company Name
Client First Name
Client Last Name
Client Phone #
Client Email Address
Client Address
Client City
Client State
Client Zip Code
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Signup Date
Services
Five Gold Stars
Website Design
Hosting
Social Media Marketing
Email Marketing
Facebook Ads
Google Ads
Influencer Marketing
SEO
Graphic Design (Logo)
Graphic Design (Other)
------
Sales Person's Name
Your Name
Your Email
Submit
Home
Formula
The Formula Overview
Online Directories
Reviews & Reputation
Website
Social Media
Email Marketing
Digital Ads
SEO
Customer Stories
About Us
Resources
Resources
Podcast
In-Person Training
Blog
Get A Quote