Signature Sales Agency – Client Onboarding Form


Client Onboarding Form
Please answer all questions below.

 

Company / Offer Details



Please supply links for all programs we are representing.

Here are some examples:
Opt In Page
Thank You Page

Please supply links for all programs we are representing.

Here is an example:
Coaching Call Recording

Please supply links for all programs we are representing.

Please be sure you have created a $2K deposit payment link for delayed starts (and specify that it is not to kickoff access).

Please supply links for all programs we are representing.

Here is an example:
Agreement Link

Please supply a visual of the Sales Process Flow, even if it is handwritten or a photo.

Please supply your branding assets (logo, font, colors, etc.) for models creation, or share your Canva branding access with us.

Please supply a list of any Funding Companies you use (and access and/or contact details).

Please supply a copy of the Welcome Email a new purchaser receives upon payment.

Access to course/program granted to vanessa@vanessahorn.com

Access to the Facebook Group granted to vanessa@vanessahorn.com


Client Required Tech Systems

Please follow the steps in the doc below and provide the GMail Address and Password for accessing the new Closer account(s).

Here is the guide for the setup:
Google Workspace Set Up Guide

Please follow the steps in the doc below and provide the GMail Address and Password for accessing the new Closer account(s).

Here is the guide for the setup:
Zoom Set Up Guide

Please provide the Username and Password of each new account.

Here is the guide for the setup:
Scheduling System Set Up Guide


Slack for Account for Communication
Please set up Users and Channels in your Slack account and then mark this Completed.

Here is the guide for the setup:
Slack Set Up Guide

We recommend SalesMsg

Please create new User Accounts for each Closer.

Please supply the login credentials for each new User Account.


Please create a GSheet of the confirmed payments. Here is an example: Payment Tracking Spreadsheet


Please create a Zap of the confirmed payments in the Slack Channel #sales_confirmations. Here are the instructions: Zapier Instructions