Onboarding for Heating & Cooling Companies - Red Palm

Main Point of Contact*

First Last

Main Contact Number [Internal]*

The number we can reach you at during normal business hours

Emergency Contact Number [Internal]

The number we can reach you at during after hours for urgent matters.

Website Phone Number*

Please list the phone number that you will want to use for all calls coming from the website. We will assign a virtual number to this in order to track thru CallRail.

GMB Phone Number*

Please list the phone number that you will want to use for all calls coming from your GMB listing We will assign a virtual number to this in order to track thru CallRail.

Pay-Per-Click Ads Phone Number*

Please list the phone number that you will want to use for all calls coming from your Pay-Per-Click Ads. We will assign a virtual number to this in order to track thru CallRail.

License Number

Location Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Multiple Addresses

What are the top (3) three cities that you want us to focus on right now?*

Main Email Address*

Second City*

Service Email Address

Third City*

Customer Service Email Address

Other Cities You Service?*

Zip Codes In Your Service Area*

Please find below checkboxes corresponding to various HVAC services typically provided by heating and cooling service companies. Kindly check each box that applies to your needs. Should there be any services not listed, please specify them in the designated "Extra Services" box below.

Extra Services

Which CRM Systems Do You Use?

We leverage Service Titans as our Customer Relationship Management (CRM) platform, Schedule Engine for facilitating online booking, and CallRail to track inbound calls.

Please add Katie Keene Stephens as an administrator on your Facebook business page. Once the invitation is sent, we will proceed to add the remainder of our team accordingly. Additionally, please fill out any other social network and directory login information below.

Instagram Username

Password

LinkedIn Username

Password

YouTube Username

Password

NextDoor Username

Password

Email Marketing List

Accepted file types: csv, Max. file size: 50 MB.

Please furnish us with your customer list comprising individuals who have expressly consented to receive marketing communications. This data will be employed for email campaigns, newsletters, and other online promotional endeavors. The file must be in CSV Format.

Image Formats

Please send us any photos you have, such as photos that are on your current website, and any other supporting photos of your staff, office, and brand. You can add these photos to our Google Drive

Comments

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