Clever Closers | Onboarding Form

Clever Closers Onboarding Survey

First Name *

Last Name *

Email *

Phone *

Which States Are You Licensed In? (Select All That Apply) *

We need a Facebook Business Page to run your ads from - Do you have one? *

Yes

Enter your Facebook Business Page URL:

Facebook Business Page *

Ex: https://www.facebook.com/MortgageProtectNow

We need a calendar booking link to put at the end of your ads. Oftentimes, leads will opt-in and then want to immediately book a call. Do you have one? *

Yes

No worries! Take a moment to create one below:

You can create one for free here: http://calendly.com

Here are two examples of our clients that you can copy:

- Client 1: https://calendly.com/clever-closers/retirement-consult

- Client 2: https://loganholle.verifiedproducer.com/booking-page

Once your calendar link is complete, click "Yes" below: *

Yes

Enter Your Booking Link Below:

Calendar Booking Link *

Ex: https://calendly.com/clever-closers/retirement-consult

Do you use a CRM? *

Yes

Which CRM do you use? *

Enter your GoHighLevel API Key Below:

Here is how to find your API Key on GoHighLevel 👇

CRM: API Key *

Enter your Kixie CRM Integration Details Below:

Kixie Business ID *

Go to the Account page from your Kixie Dashboard to find your Business ID under the Integrations column.

Kixie API Key *

Go to the Account page from your Kixie Dashboard to find your API Key under the Integrations column.

Please watch this Ringy video to provide us with the necessary documentation in order to integrate your leads.

IMPORTANT: Be sure to come back to this survey and finish it in order for us to be notified to launch your ads.

Click Here To Watch

Vendor Email: support@cleverclosers.com

Thank you! That's all we need for now.

Please schedule your onboarding call ASAP. Click the submit button below 👇

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