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Let’s Get Started With Your CRM Setup

Account & Access

Domain Management Login Access (or your web developer contact details) *

We need this to set up your subdomain email and DNS records

Website Backend Access (or your web developer contact details) *

Required to embed the Contact Form, Chat Widget, and Calendar.

Calendar Setup

We’ll setup the calendar for you.
✅ Please provide the following info now so we can preconfigure it:

Your Weekly Availability

Preferred Meeting Duration

15 Mins

30 Mins

60 Mins

Contact Us Form Info

What info do you want to collect in the contact us form?

Name, Email, Phone, Message, -> Add additional question if you want to ask the lead

Phone Number Setup

You can opt to provide below documents now or keep them ready for the onboarding call. We need it to purchase mobile number for you

✅ ABN certificate

✅ Any Utility bill for the business

Pls zip the above mentioned documents in one folder and attach here now if you want

You can attach the document now if you want or we can guide you during onboarding call

Social Media Integration

Which platforms do you want to connect? You will need to login to your social channel during onboarding for integration with CRM

Payment Integration

We will assist with connecting your payment platform (Stripe/PayPal) during the onboarding call. Please make sure you're logged in to the account during the on-boarding call.

Which platform do you use for payments?

Stripe

Paypal

Other

Team Members Setup

📌 We will add these users to your CRM system.

Do you have team members to add?

YES

NO

Information we need

Full Name
Email
Phone Number (optional)
Role (Admin / User)

Your existing contacts

Upload Your Contacts CSV File

Required Contact Information needed In CSV

First Name
Last Name
Email
Phone Number
Categorisation (if required)

Training Priority during On-boarding call

Onboarding From