Speed 2 Leads Client Onboarding Survey

Please Answer Every Question as Completely as Possible.

Begin Survey Here.

Personal

First Name

Last Name

Phone *

Email *

Date of birth

Business Profile

Friendly Business Name

Legal Business Name *

If business is not registered enter N/A

Business Email *

Business Phone *

Business Website

Business Information

Business Type

Business Industry

Business Registration ID Type

Business Physical Address

Business Street Address

Business City

Business Postal/Zip Code

State / Prov / Region

Business Country

Time Zone

Authorized Representative

Authorized Rep. First Name

Authorized Rep. Last Name

Representative Email

Job Position

Representative Phone Number (with Area Code)

Social URL's

**We can make the necessary connections on our end, but we will need to be added as admins on your Social Sites. You may also connect your own sites through our platform once we send you your login credentials. Every client has different needs. Should you want us to connect everything for you, you will need to provide us your login credentials. Check the box at the bottom of page and we will reach out via phone call to gather the required credentials. Do not send via email for compliance and safety/privacy reasons.

Google My Business URL

FaceBook URL

Instagram URL

Youtube URL

YES! Please connect my social sites.

Yes - Please call me for login credentials

Company Assets (Logos, Images, Headshots ect..)

High Resolution Image of Logo - PNG works best but GIF, PDF, JPG/JPEG, work aswell

Headshot

Company Images - Besides logo, any other images you want used * other headshots, team photos ect.

PDF - Documents to help train our AI on your business. Sales manuals, sop's, company history ect..

Logo Design

Please Complete this section only if we are designing your logo.

Style Preference

Choose Preferred Style

Style

Are there any colors you want to avoid?

Colors to Avoid

Do you have any specific color preferences or brand colors?

Preferred Colors

Do you want your logo to be text-only, symbol-only, or a combination of both?

Inspiration

Are there any existing logos you admire? (please provide examples or links)

What logos do you dislike? Why?

Brand Personality

How would you describe your brand in three words?

Word 1
Word 2
Word 3

Your Brand in 3 words

Usage

Where will the logo primarily be used? (website, print, social media, packaging, etc.)

Do you need variations of the logo? (e.g., vertical, horizontal, icon version)

Existing Assets

Do you have any existing logos or designs that we should reference or incorporate? (if you have not already, upload here. )

If this is a redesign, what are the main reasons for the redesign?