Order Form: Call Services Add-on - Steep Digital Marketing

Call Services Add-On

Great choice adding our call services to your upcoming campaign!

The information on this form is important for our callers to have as much knowledge as possible to represent your company during their calls.

Call Services: Added service post order, need call information

Name(Required)

First Last

Company Name(Required)

Phone numbers used to call clients(Required)

Please add any and all phone numbers (office, cell phone, etc) that are used to call clients. We want to ensure that your prospective client knows what phone number to expect to receive a call from. This ensure better connections for your phone call with them.

Office Address(Required)

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

Website(Required)

Days & hours of week that you take appointments:(Required)

Please list the specific days and hours that you wish for us to schedule appointments.

Minimum Asset Threshold(Required)

This number is only for us to know if you have a policy/preference to only work with clients with a minimum asset threshold. If you don't have a threshold, please indicate 'none'. This will NOT be included on any marketing. This will NOT affect confirmation calls.

Bio and talking points (radio, authored a book, etc)(Required)

Years in industry(Required)

What types of licenses do you have?(Required)

What states are you licensed in?(Required)

Calendly link(Required)

Please provide us with the calendly link you would like us to schedule your appointments on.

Do you send confirmation emails and texts?(Required)

This is for the call team to know what type of communication to expect from your office pre & post marketing.

When & what type of confirmation emails & texts are you sending?

Please provide a brief explanation of what type of emails and texts are being sent as well as when they are being sent. This will ensure that the callers know how to explain the communication the registrants will be receiving as well as make sure overlapping communication is not being sent.

Call Services Add-On

Call Services: Added service post order, need call information

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