Clive Systems Partner Onboarding Survey 🌱🚀

Please complete this survey so that we can better understand your business and goals.

It is important to complete this survey as thoroughly as possible, the better you answer these questions and the more information you provide, the better we will be able to serve you as a client and deliver amazing results!

**NOTE: Survey progress does not save automatically, so please complete in one sitting!

Business Details

Legal Business Name (What is the name of your business as registered with tax documents?) *

* IMPORTANT: Enter the exact business name, as registered with the Government and mentioned in your tax documents (CP 575). E.g. Leadconnector LLC rather than Leadconnector.

Business Type *

Business Website URL *

(GO TO WEBSITE IN A NEW TAB AND COPY THE URL, THEN PASTE IT HERE)

**NOTE: If you don't have a website yet, please type "test.com" (this is a temporary placeholder to create your account.)

Tax ID / EIN *

( New laws have been put in place for United States SMS carriers. We need the EIN number to verify that our SMS and Email messages to new leads are from an established business.)

Main Business Email

(This will be shown publicly on our funnels.)

Business Phone Number (MAIN) *

(This will be shown publicly on our funnels.) format as (XXX) XXX-XXXX

Authorized Representative / Business Owner Details

Authorized Rep Full Name *

Authorized Rep Email *

Please use the email we've been sending zoom links and reminders to

Authorized Representative's Phone Number *

Please use the phone number we've been texting zoom reminders to

Authorized Rep Job Position *

Authorized Rep Position Title

Please input the correct title for the Authorized Rep.

Business Address

Must be a valid address linked to your business.

Backend System Information

Business Phone Number(s) for Notifications *

Which textable number(s) would you like text notifications to be sent to when appointments come through? *please separate by a comma and space*

Business Email(s) for Notifications *

Which email address(es) would you like text notifications to be sent to when appointments come through? *please separate by a comma and space*

Friendly Business Name (By what name do you want to represent your business?) *

*Please keep this Friendly Business Name short and User Friendly (2-3 words) e.g. "ABC Roofing" instead of "ABC Roofing and Exteriors LLC"

Business Facebook Page Link *

Note: If you don't have a Facebook Page yet, please type "Need to create"

Business Instagram Page Link *

Note: If you don't have an Instagram page yet, please type "Need to create"

Business Point of Contact (FIRST NAME ONLY) *

Who would be the person you want to be doing main communications through for the leads?

Roofing Campaign Focus *

Please provide the zip codes that your company services (separated by commas + space). *

This list will enable us to target your ideal demographic in specified, geographic locations with our ad campaigns.

Area Code On The Number We Purchase (For Call Tracking) *

Phone Number for Forwarding *

This is the number that will be linked to our tracking number to receive inbound calls from leads.

Starting daily FB ad budget *

What CRM are you using? *

Do you want us to sync with your current CRM? (yes or no)

Advertisement Information

Which City/State should we call out in our marketing? *

What are some benefits of your products/services that differentiates you from your competitors? *

How long has your company been in business?

If you had to describe your company in one word, what would it be? *

How many years of roofing experience do you have in the industry?

(Feel free to use combined experience with your team)

Can We Use Business Owner's Name In Ads? *

Yes

Number of jobs company has completed (or number of jobs person has been involved in during their whole time in the industry) *

Do you offer a price-match guarantee? *

Yes, I am able to price match

No, I do not offer any price matching

"Starting at" Price *

How much would you quote the smallest house you'd realistically work on with standard quality?

Roof Replacements for $XXXX LESS *

How many thousands would a homeowner save by choosing you instead of one of your highest priced competitors? This price number will be shown as an offer in some of our advertisements.

Financing Offer "New Roofs as low as $XXX/Mo"

If you don't currently offer financing, you can leave this field blank.

Do you have past clients including photos? *

Yes, I have past clients for the types of roofs I want to get leads for, and I have photos of those jobs as well

I have past clients for the types of roofs I want to get leads for, but I don't have any photos of those jobs

Other Offers (select those you'll be able to run)

“Free Gutters” - See if You Qualify (depending on home size)

$500 OFF (For Seasonal / Veteran Discount)

$0 / DOWN + No Interest for 12-18 Months (financing offer)

Get Your Roof Paid For By Insurance! (insurance offers)

Do you have any restrictions / preferences regarding what should or shouldn't be shown in the ads? *

Note: As we learn what offers resonates/works with your market, our team will iterate our offers and ads to bring the best quality results. Paired with high quality content we get uploaded from you, we'll be able to dominate your local area with amazing roofing ads!

Feel free to add any extra offers you can think of the textbox below!

Any additional offers you can think of? 💭

Final Notes / Things to Mention

Anything else we should know about? :)

A2P 2.0 Business Industry

A2P 2.0 Campaign Use Case

A2P 2.0 Use Case Description

A2P 2.0 Sample Message 1

A2P 2.0 Sample Message 2

A2P 2.0 How do end-users consent to receive messages?

A2P 2.0 Opt in keywords

A2P 2.0 Opt in message

Let's Get Started!