Client Kickoff Form

Welcome! Let's Get Started

This section helps us understand who you are and how to stay in touch throughout the campaign. Please fill out your accurate contact and business details.

Fields marked with * are required

Basic Information

Full Name *

Business Name *

Business Website (if available)

Business Address *

Business Phone Number *

Email Address *

Goals & Services

Here's where we get aligned on your goals. Share the services you're starting with, your ideal target areas, and the industries or niches you want us to focus on.

What services are you signing up for? *

Appointments Data Call Center Setup Website CRM Other

What area(s)/zip codes do you want us to target? *

Complete the required homeowner qualification criteria:

House Type:

• Utility Companies:

• Average Bill:

• Annual Income:

• Credit Scores:

• Roof:

• Shading:

Additional Target Areas/Zip Codes:

Do you have any existing appointment spreadsheet or lead list you'd like us to use? *

Yes No

Availability & Schedule

We want to keep everything running smoothly. Let us know your time zone and preferred days/times for updates or meetings so we can stay in sync.

What's your preferred time zone? *

What days/times are you available for appointments or updates? *

All information is securely stored and confidential

Client Kickoff Form

Welcome! Let's Get Started

Thank You!