Client Onboarding — Ringback Local

1. Plan You Purchased

Tells us which system to provision for you.

Which tier did you purchase? *

Lead Capture (Tier 01) Customer Capture System (Tier 02) Full Growth Engine (Tier 03)

2. Business Info

The basics about your business.

Business name *

Business address *

City *

State *

ZIP *

Business phone number — the number that currently rings *

Business website URL

Years in business

Number of employees / team members

3. How You Want To Be Reached

So we can get a hold of you during setup.

Owner full name *

Owner direct cell phone *

Owner email *

Best way to reach you

Call Text Email

Best time to reach you

Morning Afternoon Evening

4. Your Customers

Helps us tune the system to your business.

What services do you offer?

What is your typical service area / radius from your business?

What is your average ticket size for a customer appointment?

Roughly how many calls per week do you currently get?

Roughly how many of those calls do you miss?

5. Your Setup

Existing tools and how you want the system to behave.

Do you have an existing CRM or scheduling software?

Do you have a Google Business Profile?

Yes No Not sure

Google Business Profile link if yes

What hours do you want missed-call text-back to be active?

Custom missed-call text-back message preference

6. Final

Anything else and confirmation.

Anything else we should know? (optional)