Client Onboarding Form - Jacqui James

Welcome to the JMJ client onboarding page. I’m so excited that you’re here, and we look forward to getting started with you.

Below is a form that, if you have all the information on hand, will take no more than 10 minutes to complete. However, it will save us a lot of time going back and forth to get this information.

Once you complete the form, you will be redirected to our booking calendar to book your onboarding call. We do it this way so we can review the info you share and get prepared for our first call.

On this call, we will work through logging into your systems so we can gain access and build a priority list of tasks that will get us started; that’s a very important part of the process. We will also go over any questions you may have so we can get the ball rolling.

If you have any questions at any time, just reach out to me via email here or copy and paste my email jacqui@jacquijames.com.au

Client Intake Form

Our Client Onboarding Form is structured into six sections: 1) Primary business details 2) Important dates 3) Social Media 4) Password sharing 5) How you see working with JMJ 6) Consent

Section 1 - Primary Contact Details
This section is dedicated to capturing the primary contact person's details.
How many contacts in your business will we be working with?*
Please enter a number from 1 to 10.
Who is the primary contact?*
First Last
Primary contacts role*
Primary contacts email*
Primary contents phone number*
Include the country code
Business name*
ACN / ABN number
Australian business owners only
Business website*
Registered business address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
What days is the office closed?*
What is your time zone?*
Section 2 - Accounts
Name of your accounts person
First Last
Who will we send our invoice to?
Account persons email
Section 3 - Important Dates
Business Anniversary date
DD slash MM slash YYYY

When did you start your business?
Day of birth*
Please enter a number from 1 to 31.
Enter the date of the month you were born
Month of birth*
Section 4 - Social Media
Share your social media URLs so we can find you and support you online.
Linkedin
Instagram
Facebook profile
Facebook page
Other
Section 5 - Password Sharing
Password protection*
- 1Password
- Lastpass
- Other
At JMJ we can use both Lastpass and 1Password which platform do you use. You can share access to jacqui@jacquijames.com.au
Other Password protection
If you use another platform other than Lastpass or 1Password. Please share the name of the platform with us.
Section 5 - What are your goals for working with JMJ
Share your goals for working with JMJ
CAPTCHA
By checking this box you are indicating you are a human and they're exactly who we love to work with.
Consent
I agree to the privacy policy.
By ticking the box, you agree to be added to our client list in Active Campaign. We will share with you (fortnightly/bi-weekly) information that will help you, provoke new business ideas and provide all round great information to help you with your business.

NOTE: You can unsubscribe at any time from our mailing list and it will not impact our working as you will still receive personal emails from me in the course of our working relationship on tasks being undertaken.
Name
This field is for validation purposes and should be left unchanged.

Client Intake Form

Section 1 - Primary Contact Details

Section 2 - Accounts

Section 3 - Important Dates

Section 4 - Social Media

Section 5 - Password Sharing

Section 5 - What are your goals for working with JMJ