The Client Profile Questionnaire is a crucial step in the process. It provides us with valuable information – information that we pass on to the Content Specialist who will be creating and posting all of the content for your client.
It’s important to automate your processes as much as possible. This increases efficiency and makes for a better customer experience, while making your services more profitable. We recommend that you closely duplicate the fields of our Profile Questionnaire onto a page on your website. When you bring a new client on board, have them fill out the form on your website, and then use that information to fill out the Profile Questionnaire on our site.
Once we receive the Profile Questionnaire from you and verify payment has been received, setup will begin from there.