New Facility Onboarding Survey
General Info
Company Name
*
Full Company Name
Business Type (C Corp, S Corp, LLC, Etc)
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Website URL
Mobile Number
Please enter a valid phone number for the OPERATOR of the business. (Owner Operator, General Manager)
Email
Please enter a valid email address for the OPERATOR of the business. (Owner Operator, General Manager)
Business number
Please enter a valid phone number that is used for calling the business directly.
Business Email
Please enter a valid email address used for emailing the business directly
Business Tax ID
Please ensure this is ACCURATE. This information will be used to validate your business & set up your automated SMS features. An error here will result in a 7-14 day delay.
Time Zone
Logo and other branding files:
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Please provide all brand logo files, branding guide, etc...this content will be used to build out all of your technology accounts & make them align with your brand.
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Social Media
Please provide the following LINKS to your social media accounts.
Instagram
Facebook
Twitter
Staff Information
Please enter your staff info below.
Staff Person # 1
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 2 (If applicable)
Staff Person # 2
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 3 (If applicable)
Staff Person # 3
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 4 (If applicable)
Staff Person # 4
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 5 (If applicable)
Staff Person # 5
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 6 (If applicable)
Staff Person # 6
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 7 (If applicable)
Staff Person # 7
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 8 (If applicable)
Staff Person # 8
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 9 (If applicable)
Staff Person # 9
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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Staff Person # 10 (If applicable)
Staff Person # 10
First Name
Last Name
Cell Phone
Please enter a valid phone number.
Work Email
example@example.com
Staff Person Title (That You Would Include In Email Signature)
Staff Person General Job Description (Short & Sweet: 3-4 sentences)
Employee Headshot
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General Business Questions
General Business Questions
What are you currently doing well within your business?
What issues are you currently facing within your business?
Please enter any info below regarding your business that you would like our team to know. Good, bad, weird, unique, funny, etc.
Business Info: Management
Business Information - Management
How many different managers and/or owners are associated with the business?
How many different managers and/or owners are OPERATING the business day to day?
What is your current team communication cadence?
Please list out your current team communication cadence. (Example: Staff meetings when necessary. Once per month staff meetings.)
Please list out all of the different technologies you currently utilize within your business:
Please list all the tech you use within your business. (Fitness Example: MindBody, GoogleSheets, OnBoardMe, Acuity Scheduling, ZipWhip.)
Business Info: Finance
Business Information - Finance
Do you have a P&L that is accurate year-to-date as of the end of last month?
Yes
No
What is a P&L ?
Are your financials handled by a CPA, accounting firm, etc?
Yes - I outsource this.
No - I do this myself.
No - I don't keep track of our financials.
If possible, please attach your year-to-date P&L.
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You may also share this to Austin.clark.consulting@gmail.com
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Business Info: Operations
Business Information - Operations
Please describe your ideal client:
Fitness Example: My ideal client is a man or woman, 24-48 years old, who is looking to lose weight & reduce fat.
What is currently your Front-End Offer for new clients?
Please select the options below that you are currently using that generate 15+ sales for your business per month:
Paid Advertising (Social Media)
Paid Advertising (Other)
Outbound Cold Traffic Outreach
Affiliate Partnerships
Referrals
If you are doing Paid Advertising, how much do you spend per month in Ad Spend?
If you are doing Paid Advertising, how much is your admin fee?
Please attach or share over all business documents that are currently being used to track data within your business. This can include but is not limited to: lead tracking docs, sales sheets, etc.
In order for our team to help you quickly & easily increase the profit within your business we need to see EXACTLY what you are currently doing. Please include and & all documents that will help us diagnose the current state of your business.
Please share all files to Austin.Clark.Consulting@Gmail.com or attached the files below.
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