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Onboarding Form

Name

First Name

Last Name

Business Name

Business Industry

Business Email

Phone Number

Website (if available)

Address

City

State/Province

Zip/Postal

Country

Briefly describe what your business does

How many employees or team members do you have?

Do you currently use any of the following tools? (Check all that apply)

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Communication & Workflow

How do most customers currently contact you? (e.g., phone, email, social media DMs, web form, etc.)

How are appointments currently scheduled? (manually, online tool, assistant, etc.)

What are your biggest time-wasters or bottlenecks in your day-to-day?

What tasks would you most like to automate? (e.g., replying to messages, appointment booking, follow-ups, reminders, onboarding new clients, etc.)

Goals & Timeline

What would a successful outcome from working with us look like to you?

How soon are you hoping to get started with automation?

Any Other Information you want to give ?

Would you like to add ongoing monthly maintenance for $1000/month ?

No Yes

If you are human, leave this field blank.

If you have a referral code, enter it as the “Promotion Code” on the checkout page for 10% off

Have questions before or after filling out the form?
Feel free to reach out on Instagram @localriseagency or email us at Jaron@localriseagency.com we’re here to help!

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