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Raiven
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VIIRL Onboarding
Step
1
of
8
12%
Official Business Name:
Preferred Communication Type
*What are your goals for your partnership with VIIRL?
Other than revenue, what metrics do you associate with a successful campaign
What are your current metrics to measure your growth towards goals?
Office Hours
Ex) Monday - Friday 8am - 5pm Sat and Sunday Closed
Timezone
Eastern Daylight Time (America/New_York)
Central Daylight Time (America/Chicago)
Mountain Daylight Time (America/Denver)
Mountain Standard Time (America/Phoenix)
Pacific Daylight Time (America/Los_Angeles)
Booking / Tracking URL(s)
Who should receive lead alerts from VIIRL
comma seperated list of emails
Are you using tracking scripts or tools?
Please provide brand book/approved logo/approved colors
Please provide examples of creative you like
Do you have a tagline/slogan?
What is your typical call to action?
Call to action 2
Call to action 3
Call to action 4
Do you have hig-res business images you can provide us?
Yes
No
CRM
ClickUp
Copilot
Doesnt Have A CRM
Excel Sheet
Fieldedge
Go High level
Google Sheet
Honey Book
House Call Pro
Hubspot
Jobber
Kickserve
Monday.com
No
NutShell
Other
Pipe Drive
Procore
SERA
Service Fusion
Service Titan
Smart Mover
Successware
TBD
Yardi
Zoho
test
CRM Username
CRM Password
Areas To Target
Areas To Avoid
Targeting Notes
License Number
License Classification
Yelp Forwarding Number
Yelp API Connection Email
Yelp During Hours Response
Yelp After Hours Response
Yelp After Hours Response
Boosted Keywords
Blocked Keywords
Thumbtack Forwarding Number
Thumbtack During Hours Response
Thumbtack After Hours Response
Angi (Home Advisor) Forwarding Number
Angi After Hours Response
Angi During Hours Response
Facebook Forwarding Number
Nextdoor Forwarding Number
Google AdWord Forwarding Number
Google LSA Forwarding Number
Networx Forwarding Number
Ghost Lead Follow Up
Yes
No
Interval 1 Timeframe
Interval 1 Script
Interval 2 Timeframe
Interval 2 Script
Interval 3 Timeframe
Interval 3 Script
Interval 4 Timeframe
Interval 4 Script
Marketing Contact Name
First
Last
Marketing Contact Phone
Marketing Contact Email
Billing Contact Name
First
Last
Billing Contact Phone
Billing Contact Email
VIIRL Onboarding
Step
1
of
8
12%
Official Business Name:
Preferred Communication Type
*What are your goals for your partnership with VIIRL?
Other than revenue, what metrics do you associate with a successful campaign
What are your current metrics to measure your growth towards goals?
Office Hours
Ex) Monday – Friday 8am – 5pm Sat and Sunday Closed
Timezone
Eastern Daylight Time (America/New_York)
Central Daylight Time (America/Chicago)
Mountain Daylight Time (America/Denver)
Mountain Standard Time (America/Phoenix)
Pacific Daylight Time (America/Los_Angeles)
Booking / Tracking URL(s)
Who should receive lead alerts from VIIRL
comma seperated list of emails
Are you using tracking scripts or tools?
Please provide brand book/approved logo/approved colors
Please provide examples of creative you like
Do you have a tagline/slogan?
What is your typical call to action?
Call to action 2
Call to action 3
Call to action 4
Do you have hig-res business images you can provide us?
Yes
No
CRM
ClickUp
Copilot
Doesnt Have A CRM
Excel Sheet
Fieldedge
Go High level
Google Sheet
Honey Book
House Call Pro
Hubspot
Jobber
Kickserve
Monday.com
No
NutShell
Other
Pipe Drive
Procore
SERA
Service Fusion
Service Titan
Smart Mover
Successware
TBD
Yardi
Zoho
test
CRM Username
CRM Password
Areas To Target
Areas To Avoid
Targeting Notes
License Number
License Classification
Yelp Forwarding Number
Yelp API Connection Email
Yelp During Hours Response
Yelp After Hours Response
Yelp After Hours Response
Boosted Keywords
Blocked Keywords
Thumbtack Forwarding Number
Thumbtack During Hours Response
Thumbtack After Hours Response
Angi (Home Advisor) Forwarding Number
Angi After Hours Response
Angi During Hours Response
Facebook Forwarding Number
Nextdoor Forwarding Number
Google AdWord Forwarding Number
Google LSA Forwarding Number
Networx Forwarding Number
Ghost Lead Follow Up
Yes
No
Interval 1 Timeframe
Interval 1 Script
Interval 2 Timeframe
Interval 2 Script
Interval 3 Timeframe
Interval 3 Script
Interval 4 Timeframe
Interval 4 Script
Marketing Contact Name
First
Last
Marketing Contact Phone
Marketing Contact Email
Billing Contact Name
First
Last
Billing Contact Phone
Billing Contact Email
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