Activo

Client Onboarding

PERSONAL INFORMATION

First Name

Last Name

Email Address *

Phone Number *

BUSINESS INFORMATION

Bussiness Name *

Address

Street Address

City

State

Country

Postal Code

Business EIN *

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Years in Business *

Number of Employees *

IDEAL CUSTOMER AVATAR

Customer Age Range *

Customer Income Level *

Primary Customer Location *

Target Zip Codes *

Top 3 Customer Pain Points *

BUSINESS METRICS & GOALS

Current Monthly Revenue *

Average Customer Value *

Revenue Target (90 Days) *

Lead Volume Goal (Monthly) *

Budget for Marketing *

CURRENT MARKETING

Current Website URL

How do you currently aquire customers? *

Existing Email List Size *

SOCIAL MEDIA & CREDENTIALS

Do you have a Meta Ad Account? *

Yes

No

Meta Business ID *

Facebook Email *

Facebook Password *

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Instagram Username *

Instagram Password *

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OPERATIONAL SETUP

Preferred Area Code *

Payment Processing *

Existing CRM or Tools

Google Drive Link (Creatives)

CRITICAL GAPS & CHALLENGES

Biggest gaps in your business? *

Your #1 business challenge? *

What does success with Activo look like? *

LEGAL & COMPLIANCE

Tax ID *

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Preferred Contact Method *

Best Time to Reach You *

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