Pete Onboarding Full Form

What is your current CRM or lead management software? (e.g., Podio, Salesforce, etc.)

What phone system(s) are you currently using? Are there any issues or special routing setups?

Do you use any task management tools? If so, which ones?

Do you use any project management software? Please specify.

What is your current website URL?

Which Pay Per Lead (PPL) providers are you using, if any?

What is your current email provider?

Are you using Zapier or any automation tools? Please specify.

Do you have an overflow call center? How are overflow calls handled?

Do you primarily use Apple (iOS) or Android devices?

How do you handle physical mail for your business?

What is your company's legal name and EIN (Employer Identification Number)?

Do you have contract templates? If so, how will you provide them to us?

How should we access your current systems? (e.g., login credentials, invite, etc.)

Do you want to migrate or convert your dead leads from your current system?

Do you want to migrate your existing sequences or drip campaigns?

Should we migrate your existing tasks?

Should we migrate your existing notes?

Is there anything unique or special in your current systems we should know about?

What is your current team size and what are their roles?

How are leads currently distributed among your team?

How should phone calls be routed after business hours?

Which functions or features are you most excited to use?

Are there any features you do not plan to use at this time?

Is there a critical date or timeframe we should be aware of?

What are your slowest and busiest days of the week?

Do you have any specific workflows we should know about?

What are your key performance indicators (KPIs)?

Do you need any specific dashboards or reports?

What area codes do you want for any new phone numbers?

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We offer bi-weekly online training sessions.