Tell us about your practice.

Please complete within 48 hours so we can start building.

Business details

Full name *Business name, as clients know it *Legal business name *Business type *EIN, the business registration number *Required for SMS registration with US carriersBusiness address *Website *

Best phone for project updates *Best email for project updates *

Time zone *

Email & SMS sender

Name emails and texts should come from *Email address to send from *

Who you serve

Ideal client annual revenue *Industries you work with most, or want more of *Where your clients are *Typical monthly retainer range *

Brand

Logo *Brand colours, as hex codes or a description 5–10 photos of you: headshots, working, speaking *LinkedIn profile link Links to any videos of you (podcasts, talks, Looms)

Proof

Testimonials — paste or link *You can also upload files below.Testimonial files Your best client results with numbers: before, after, how long it took Can we name clients or show their logos? *

YesOnly with approvalNo

Client logos

Sales

Recordings of 2–3 real sales calls — links Optional, but this is the most useful thing you can give usOr upload recordings

Compliance

Are you a licensed CPA? *

YesNo

Any rules or restrictions on testimonials or claims we should know about?

Tech setup

I bought Zoom Webinars and added admin@the-synergy.io as admin.

I accepted the GoHighLevel invite.

I added The Synergy as a partner in my Meta Business Manager.

My ad account has a valid payment method.

Anything else

Anything we should know before we start building?