VIIRL Client Onboarding

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

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?

CRM

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

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

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

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