Company Intake Form
Please fill out contact information to start with our post sale workflow company intake form
First Name
Last Name
Phone
*
Email
*
Post Sale Workflow
Refer a friend coupon
Referral Email will be sent to customer when a job is completed. Please click the button below to view the sample template.
Would you like for us build and send the referral template?
Yes
No
Call to Action offer ( see picture below for sample)
Call to Action Photo (see picture below for sample) - optional*
Upload
Where do we send a referral to book a job?
A button will be availble on the referral email which will fire the action that you will choose below.
Job Booking Calendar
Quotation Booking Calendar
Call Business Phone Number
Prompt the customer to send an Email
Prompt the customer to send an SMS
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Birthday Email Template
We will have a birthday template ready for you that you can use occasionally to your customers.
Would you like for us to send and build the Birthday template?
Yes
No
Birthday Messge
Birthday Offer (optional)
Birthday Promotion (optional
Image for Birthday Email Template
Upload
Do you confirm that all information provided is corrrect?
Yes
No