Easton Automations

Let's get your CRM built

This is everything I need to set up your CRM, follow-up, booking and texting. It takes about 10 minutes. Skip anything you don't have yet and we'll sort it out on a call.

Please don't put any passwords in this form. For Facebook and your website, I'll send you a quick invite to accept instead.

Your business

Agency name Exactly how you want clients to see it

Your name

Your title

Business address

Business phone

Business email

NPN

States you're licensed in

Anything else you sell

Carriers you're appointed with

Branding

Your logo Optional. Any image file. No logo yet? Leave it blank.

Brand colors Color names or codes, or "match my logo"

A headshot of you Optional. Used on your booking page.

Phone and texting

Phone number for the CRM

Area code you want, or the number you'd like to use

Legal business name Exactly as registered with the IRS. The phone carriers check this before they approve business texting.

EIN Needed for texting approval

Business type

Cell for new lead alerts

Email for new lead alerts

Calendar

Days and hours you take appointments Include your time zone

Appointment length

How you meet

Calendar you use now

The email on that calendar

Your leads

Where your leads come from Facebook ads, a lead vendor, referrals, your website, events...

Facebook business page link

States you want to work

Age range you want

Best times for you to call new leads

Old leads or a client list you want loaded Just tell me roughly how many and where they live (a spreadsheet, another system). Don't send the list here, I'll set up a safe way to move it.

CRM or system you use today, if any

Follow-up messages

How you introduce yourself to a new lead A sentence or two in your own words, so the texts sound like you

Anything your messages should never say

Website

Website address

What it's built on Wix, GoDaddy, WordPress...

Who built it

Where your domain name is registered GoDaddy, Namecheap, not sure...

Your team

Anyone else who needs a login Name, email and cell for each person

Anything else I should know

Questions? Call or text Adam at (443) 205-6809.