New Student Onboard Form

📝 SECTION 1: Your Contact Information

Full Name

Phone *

Email *

📝 SECTION 2: Business Details Needed for Tech Setup

Have You Registered Your Business As An Official Legal Entity (LLC, S-Corp, etc.)? *

Business Name *

Business Registration Type

Employer Identification Number (EIN)

Business Address *

📝 SECTION 3: Business Branding Details

Do You Have A Domain You'd Like To Connect To Your CRM? *

Website

Upload Your Logo

📝 SECTION 4: Business Model & Goals

Who Is Your Ideal Client Or Niche?

What Type Of Business Do You Run? *

What Services Or Offers Do You Currently Provide? *

📝 SECTION 6: Tools & Lead Gen

Are You Currently Using Any Of The Following Tools In Your Business?

Do You Currently Have A Lead Magnet? (Freebie, Checklist, Download, Etc.)? *

Do You Already Have An Email List? *

📝 SECTION 7: Ideal Business Situation

What’s Your #1 Goal In The Next 30 Days With My Business System? *

What’s Been Your Biggest Challenge In Getting Your Business Organized Or Automated? *

Do You Prefer Step-By-Step Video Training, Live Walkthroughs, Or Both? *

Is There Anything Else You'd Like To Share With Us Before Your Onboarding Call?