Whitelabel Onboarding Start Survey

First Name

Last Name

Phone

Email

Are you onboarding your customers using an Extendly Snapshot? *

Select an option

I bought one from Extendly that I want to use
I have my own snapshot that I want to use
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What's the name of the snapshot? *

Please record a video of yourself that explains what you'd like one of your customers to know about how to use your snapshot *

We will use this video to educate & train our team on your process. Please ensure this is exactly how you'd like us to explain your snapshot. The more information you provide us the better we can onboard your clients.

Please only select 5

Which 5 features would you like us to cover? *

Not Sure I'll Do What You Recommend

Conversations

Calendars

Contacts

Opportunities

Payments

Social Planner

Email Builder

Funnels/Websites

Forms/Surveys

Memberships

Reputation

Reporting

Something Else (You'll Explain Below)

Please only select 5

What Else Would You Like Us To Explain?

Name of Sub-Account to Install Onboarding Snapshot In? *

This should be your main-agency Sub-Accont. AKA this is the Sub-Account you sell your services from.

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