CRM CLIENT INTAKE FORM

Please complete the form below for our team to review before creating your CRM and Email Sequence.

Who is our main point of contact?

PROJECT DETAILS

EMAIL CONTENT

EMAIL PLAN

You will find our email plan below:

Note: Leaving the questions below blank will get the related email topic with missing info replaced with an informative one.

OTHERS

PROJECT DETAIL

CONTENT AND MESSAGING

Note: If featuring multiple products, services, or upsells, please send the information to [email protected])

OTHERS

PROJECT DETAILS

Note: If you want to use or improve an existing lead magnet, then you may skip the next section below. Our designers will get in touch with you on how to proceed.

CONTENT AND MESSAGING

Note: If you leave the answer above blank, we will prepare an outline for you. Don’t worry, you will get to approve this outline before we start writing the eBook.

OTHERS

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