Client Onboarding

Hi Holly Picano Digital Friend! Because we onboard a lot of clients and we want to see you get off to a great start, it's helpful for you and I both to follow a few steps to get you started right. ***Please read these instructions carefully so we can help prepare for your buildout. Fill in ALL of the questions to begin the onboarding process. Thank you!

Please add your details below and we will configure your CRM account for your business.

TIMEFRAME: If we are completing a CRM setup only (not combined with other projects like ad management, Facebook setup, etc.,) please allow approximately 5 - 8 business days. If we are completing multiple projects for you, we have already outlined your estimated completion date. Frequently we are able to complete projects faster than our estimated timeline, and that is always our goal. We will be in touch very soon, and thank you for choosing Holly Picano Digital.

IMPORTANT NOTE: Before starting the form, it is essential to gather these specific items:

EIN Letter
Headshot (clear and front-facing)
Logo (if you have one)
Facebook Business Name and Page Link
Your domain provider login and password (used for setting up your email and/or your website and landing page) e.g. the company where you purchased your business URL - www.mybusinessdomain.com

First Name *

Last Name *

A2P Brand and Campaign Verification

The major phone companies require that your Business (known as a ‘brand’) be submitted, and approved or ‘verified’ along with submitting a sample of the type of campaign that you will be submitting. This is one of the many processes that we provide as part of your set up with Holly Picano Digital. The third party verification company charges a fee of $20.95 (as of Nov. 2023) and we do not mark this fee up in any way. The amount that is charged to your credit card on file for this process is paid directly to the verification company that represents TMobile, AT&T, and Verizon.

We can help you submit your account for the A2P Brand and Campaign Registration. If you are registering an LLC, please share with us a copy of your EIN letter so we can update the information needed for the registration.

Business Name *

Cell Phone *

Email *

Business Address(On the Contact Us page on your website, we can have your business address displayed. If you do not want to have your street address we can leave that off and just display the city & state otherwise if you prefer to not have anything we can do that. Please indicate below what address you would like to appear on your contact us website page. If you don't want an address at all please type NONE) *

City

State

Country

Postal code

Facebook Business Page Name *

Paste your Facebook Business Page link below *

Upload your Logo

Logo

Upload your Logo here

Please Upload your Headshot

Upload your Headshot below. We can use a professional headshot or just a casual photo of the person you are branding. Some people use themselves while others use a spouse. Upload 2 to 5 headshots so we have options to choose from. We will be reviewing your headshot to make sure that it will appear well online. If you are unsure, please submit additional photos.

Headshot

Upload your headshot here

Website/Domain name.(**IF YOU DON’T HAVE A DOMAIN YET, WE RECOMMEND PURCHASING YOUR DOMAIN BEFORE SUBMITTING THIS FORM. It’s pretty easy to purchase a domain name through Godaddy.com, Namesilo.com, etc. The domain name is important for setting up your CRM. If you don’t know what your business name will be yet, put your first and last name on the field below, you don’t need to purchase a domain using your first and last name, this will just be for placeholder ex. https://www.janedoe.com. DON’T FORGET TO ADD THE https://www. AT THE BEGINNING OF YOUR DOMAIN NAME)

Choose the landing page style you prefer:

Create one for me

None, I don’t want a landing page

None, I want to use my existing website.

IMPORTANT NOTE:

Use of Our Privacy Policy and Terms of Service Website Templates

The Privacy Policy and Terms of Service Agreement (hereafter referred to as Templates) pages of the website outline important legal information and the conditions under which your clients may use your services. We strongly recommend that you review it and you may have a legal professional review to ensure that the Templates align with your specific needs and operational requirements. If we are providing a done-for-you set up service, please provide us with any edits prior to deployment of your service. You will have access after the initial deployment so that you can make future edits, if needed.

By using our Templates, you acknowledge that either you or a legal professional has thoroughly reviewed the Templates and confirmed that they meet the unique needs and criteria of your business. You agree that it is your responsibility to ensure that the Templates are suitable for your operations, and by utilizing them, you release us from any and all liability arising from their use, including any legal or business-related issues that may occur as a result of their implementation.

Who is your Domain Provider? *

Domain Provider Username *

Domain Provider Password *

What Target Market do you want to have on your landing page? If you're targeting a metro area, we can put the name of the metro area or city & state. *

Existing Leads List Upload (Optional)

Below you can upload your existing contacts via a .csv or spreadsheet file. If you have a list and you’re not ready to upload it yet, you can reply to an email you will receive that asks you to submit your list. Either way is fine, we just ask that you submit your list in the next 24 hours - 48 hours. Thank you!

Do you have a list *

No, I don't have a list

Yes, I have a list , see attachment below

Yes, I have a list, I will send it later

File Upload

We will forward calls from the CRM to your phone#. What cell phone# would you like your calls forwarded to from the CRM?

What area code do you want to use for your CRM phone?

Holly Picano Digital notifies inbound callers that their call is being recorded. I understand that it is my responsibility to use call recording in accordance with my local or state calling requirements

Every account has a 'wallet' that is used for paying for your phone number(s), for paying for calls and SMS. Your credit card on file is initially charged with $20 to fund the wallet. Your phone number(s) and the associated charges for calls/SMS come out of the phone wallet. When the balance falls below $10, the system will initiate a reload of the wallet in the amount of $10. Note - The amount can fluctuate slightly above $10 depending on the number of texts and calls between the reload and when the balance falls below $10. For example, you may see a charge of $10.21. That is simply any additional charges incurred between when the balance hit $10 and the processing of the credit card to top-off the account. You can see a full reconciliation of the billing in our billing portal. Inbound and outbound SMS are charged at $0.0126 per message segment. Each message segment consists of 160 characters. $0.0136/min to receive a call and $0.0224/min to make a call.

I agree to the initial $20 charge to fund my Phone Wallet.

Do you agree to the phone call and messaging charges stated above?

I agree

Who can we thank for referring you? *

Do you have any additional things to share? *

AI Set up

Booking bot streamlines appointment scheduling by qualifying leads, checking calendar availability, coordinating times, confirming appointments, and sending reminders.

Non-Booking bot is structured to qualify your leads, but it does not book an appointment after the qualification. It lets them know you will reach back out to them shortly to follow-up.

Select your preferred type of AI: *

Booking AI(Recommended)

Non-Booking AI

Do you prefer short form or long form questions? *

Short Form(Recommended)

Long Form

What are your primary sources of generating leads? Please be specific so we can help you accomplish the AI set up. *