Solar Onboarding

Client Onboarding Portal

Step 1: Complete the onboarding form below.

COMPANY NAME (Legal Name)

Business Name (DBA)

Contact Name(s), Title/Role? (Who we will send leads to) *

Website

Best Email(s) for lead delivery *

Best Phone number for lead delivery *

Best phone number for live transfers from our call center. Please also provide a back up phone number *

What is your BEST offer you would like us to promote? (i.e. $1,000 cash rebate & $0 down for 6 months, etc.) Please be specific. *

What are the customers' qualifications for the above offer? (i.e. Full Name, Number, Email, Homeowner, Credit etc.) Please be specific. Keep in mind the more qualifications we ask for the harder it may be to generate the lead. Your guarantee will be voided if we are required to ask for more than 5 qualifications. *

What is the location or locations of your target audience? Please be as detailed as possible this is very important. A list of zip codes is preferred. *

Is there anything we need to know that we have not asked about that you believe would be helpful for us to know as your marketing partner?

Social Elite Marketing Group, LLC

Step 1: Add me as admin to your Business manager. Watch the video below to see how to add me. Email address to use is russward@theleadking.net