Client Onboarding Brief

Please complete all sections below so we can get your lead engine configured and launched.

Firm & Deal

Firm name (legal) *

Effective date *

Primary contact name *

Title *

Phone *

Email *

Sales partner of record *

Order Lead types, pricing & pacing

States wanted *

States NOT wanted (hard exclusions) *

Total order / cadence *

Delivery & Intake

Firm CRM / intake software *

Delivery method *

We send via our software (LeadDistro / Ringba) Firm receives via their software

Intake contact name *

Intake phone *

Intake email *

Live-answer hours *

Billing & Notes

Billing contact name *

Billing email (invoices) *

Payment method *

ACH Card Wire

Payment Terms Requested *

Other details / special requests *

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