Step 2: Onboarding

Tell Us About Your Brand And Funnel

Complete this onboarding form so our team can build your branded quiz funnel, destination routing, and client portal setup.

Open Client Portal

Client Intake

Required fields are marked with *.

1. Business Details

Business Name *

Website URL

Primary Contact Name *

Primary Contact Email *

Primary Contact Phone

1b. Business Profile

Industry

Niche / Service Focus

Current Annual Revenue Band

Current Monthly Lead Volume

2. Branding & Creative

Tagline / Hero Line

Tone Of Voice

Primary Brand Color

#0F766E

Secondary Brand Color

#2563EB

Pick your palette. We'll apply these colors to your quiz pages and portal styling.

Font Preference

Brand Notes / Do & Don't

3. Brand Assets Upload

Upload logo files (PNG, JPG, SVG, or WEBP). Primary logos appear in quiz headers, secondary logos in quiz footers.

Primary Logo Files *

Secondary Logo Files

Background Image (Desktop & Tablet)

Background Image (Mobile 9:16)

Upload one wide image for desktop/tablet and one 9:16 image for mobile. These become your quiz page backgrounds.

4. Funnel Quiz Requirements

Main Funnel Goal *

Target Audience *

Service/Offer Summary Quiz Builder

No open-ended questions. Every question uses fixed answer options for better lead segmentation and cleaner CRM automation.

Required Result Segments / Outcomes

5. App Copy & Structure

Quiz Page Headline

Quiz Intro Copy

Results Page Headline

Results Summary Copy

Directory Intro Copy Lead Form Consent Copy Social Button Links (Optional)

One per line using: Label | URL

6. Destination Routing

Primary Destination Label *

Primary Destination URL *

Secondary Destination Label

Secondary Destination URL

Tertiary Destination Label

Tertiary Destination URL

Link fields accept full URLs, www links, or bare domains. We'll format them automatically.

Additional Notes