Official Onboarding
Form
**Important: This Form MUST Be Completely Filled Out
1. Contact Details
Funeral Home Name / Company Name
*
Name Of Other Locations
First Name
*
Last Name
Phone
*
Email
*
Address
*
City
*
State
*
Country
*
Country
Postal code
*
What’s your position
*
Funeral Home Director
Family Service Counselor (Agent)
Funeral Home Website
*
Other Location Websites
Contact Person (If not the owner)
*
Who will be doing preneed appointments?
*
Who will be answering atneed questions?
*
Who should we send all notification too?
*
What hours will you be available for appointments?
*
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
2. Login Details
Facebook Login for the Funeral Home
Instagram Login for the Funeral Home
3. Your Market & Client Avatar
Which region of the country do you serve?
Who is your perfect ideal client?
What differentiates you from your competitors?
4. Assets
GPL Upload (If available)
Upload Your General Price List
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Upload Photos
Upload Your Photos For Ads & Brochure
JPEG, JPG or PNG
Upload Your Logo
Upload Your Logo Here
JPEG, JPG or PNG
Upload Your Digital Assets
Upload Your Brochures, PDFs, Pricing Packages, Info Sheets, Flyers, etc
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Video Links
Messaging opt-in
*
I agree to terms & conditions provided by the company. I agree to receive SMS and email messages by checking this box. By providing my number I consent to receive marketing/promotional/notification messages from this company. To opt-out reply STOP at any moment. Message & Data rates may apply.
SUBMIT
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