WELCOME TO BOM ONBOARDING HUB

Thank you for choosing to partner with us.

We’re excited to help you grow!

To get started, please complete the two steps below:

✅ Step 1: Make Your Payment - This confirms your spot and unlocks your account setup.

✅ Step 2: Complete the Onboarding Survey - This gives our team the info we need to build your system properly and efficiently. Set aside 20–30 minutes to complete this in one sitting. The form does not save your progress.

Short on time? No problem. Make your payment, then come back anytime and scroll down. The onboarding survey is right below the payment section.

Questions? Text 619-431-4711

Email: [email protected]

Customer InformationPlease Enter Your Contact Info Below

BillingComplete Order

Fast, easy, and secure. Your card details are encrypted

to keep your information safe.

Thank you for choosing to partner with us. We’re excited to help you grow!

To get started, please complete the two steps below:

✅ Step 1: Make Your Payment - This confirms your spot and unlocks your account setup.

Short on time? No problem. Make your payment, then come back anytime and scroll down. The onboarding survey is right below the payment section.

Questions? Text 619-431-4711

Email: [email protected]

Customer InformationPlease Enter Your Contact Info Below

BillingComplete Order

Fast, easy, and secure. Your card details are encrypted to keep your

information safe.

Your Launch Starts Here!

This form helps us understand what’s in place, what needs building, and how to move fast without

missing the important details. Please complete it thoroughly so our team can begin

building your custom setup and launch with precision.

Set aside 20–30 minutes to complete this in one sitting. The form does not save your progress.

Your Launch Starts Here!

This form helps us understand what’s in place, what needs building, and how to move fast without missing the important details. Please complete it thoroughly so our team can begin building your custom setup and launch with precision.

Set aside 20–30 minutes to complete this in one sitting. The form does not save your progress.

Account Access & Contact Info

Let’s start with the essentials so we know how to reach you and who’s involved.

First Name *

Last Name *

Company Name *

Email *

Phone *

Registered Business Address *

Example: 1001 Main Street, Austin, TX 78701

Business Entity Registration *

LLC, Sole Member, Not Registered, etc.

Registered Business EIN *

Required by cellular carriers to send text message marketing communications.

Company Website URL

Your Time Zone *

All copy and content will require approval via email before use in any marketing. Who on your team needs to provide their approval via email? Please list names, roles, emails, and phone numbers. *

Example: Jamie Lee, Client Coordinator, [email protected]

What industry does your business operate in? *

Example: real estate, consulting, medical

Platform Access & Tools

We’ll set up your ads and automation using the tools you already have or help you get what you need.

Company Facebook Page URL

Example: facebook.com/your-business

Do you have a Facebook Ad Account?

Yes

Do you use an Email Marketing or CRM platform? *

Example: GoHighLevel, HubSpot, Mailchimp, None

Marketing Email (if applicable) *

Example: [email protected]

Do you have a Website Manager or Developer? *

Example: Alex Rivera, [email protected]

Example: None or https://claritycoaching.com/privacy-policy

Do you have a calendar booking link? *

Example: https://claritycoaching.com/book-now

Sales Process & Automation

We want to align your campaign with your internal team so leads are followed up properly.

Do you have a Sales Team working with these leads? *

Example: Yes, our client success rep calls all discovery call leads within 24 hours.

How will leads be contacted and followed up with? *

Example: Phone call, Email, Text Message, Send Pitch Deck, Link to Schedule a Call

What email and phone number should automated communications be sent from? *

Example: [email protected], (512) 456-7890

Do you have an internal marketing team with which Branche Out Marketing would collaborate? *

If yes, who’s the point of contact? Name, Email.

Campaign Foundation

Some of this may have been discussed during your presentation, but this helps lock it in.

What’s your #1 goal for this campaign? *

Example: Generate qualified leads for our high-ticket wellness program

Do you have a specific growth target? *

Example: 20 booked calls per month with a 30% close rate

What marketing tools or efforts are currently in place? *

Example: We post regularly on Instagram and use Calendly + Mailchimp, but no paid traffic yet.

Who is your ideal customer or lead? *

Example: Women 30–55, overwhelmed professionals, interested in stress relief or life coaching.

Is there a story, hook, or unique angle you want us to highlight? *

Example: Taylor left corporate burnout behind to help others reclaim balance through coaching.

What offer or CTA will we use in ads? *

Example: Free 30-minute Clarity Call or downloadable stress relief guide

Do you have a specific campaign launch date in mind? *

Our estimated launch time is 21-30 business days if you are responsive and we receive approval on all onboarding items.

Branding & Assets

Help us create content that aligns with your brand.

What’s the origin story of the business? *

Example: It started after burnout, and a health scare led Taylor to pursue coaching full time.

What industry problem are you solving? *

Example: Most coaching feels generic—we focus on custom, trauma-informed wellness plans.

Why would someone want to buy from or work with you? *

Example: We offer hands-on support, actual results, and a community that holds you accountable.

What sets you apart from your competitors? *

Example: Our weekly check-ins and access to a licensed counselor set us apart from other coaches.

Who are your main competitors (if known)? *

Example: BetterHelp, MyWellnessTribe

How do people currently find out about you? *

Example: Organic referrals, local workshops, and occasional podcast appearances.

Do you have any marketing materials you can share that we can incorporate into our ads? *

Logo, brand guide, pitch decks, testimonials, videos, past ad content, etc.

Should we use any slogans, phrases, or language in your ads? *

Example: “From burnout to balance” or “Your breakthrough begins here”

Account Access & Contact Info

Let’s start with the essentials so we know how to reach you and who’s involved.

First Name *

Last Name *

Company Name *

Email *

Phone *

Registered Business Address *

Example: 1001 Main Street, Austin, TX 78701

Business Entity Registration *

LLC, Sole Member, Not Registered, etc.

Registered Business EIN *

Required by cellular carriers to send text message marketing communications.

Company Website URL

Your Time Zone *

All copy and content will require approval via email before use in any marketing. Who on your team needs to provide their approval via email? Please list names, roles, emails, and phone numbers. *

Example: Jamie Lee, Client Coordinator, [email protected]

What industry does your business operate in? *

Example: real estate, consulting, medical

Platform Access & Tools

We’ll set up your ads and automation using the tools you already have or help you get what you need.

Company Facebook Page URL

Example: facebook.com/your-business

Do you have a Facebook Ad Account?

Yes

Do you use an Email Marketing or CRM platform? *

Example: GoHighLevel, HubSpot, Mailchimp, None

Marketing Email (if applicable) *

Example: [email protected]

Do you have a Website Manager or Developer? *

Example: Alex Rivera, [email protected]

Example: None or https://claritycoaching.com/privacy-policy

Do you have a calendar booking link? *

Example: https://claritycoaching.com/book-now

Sales Process & Automation

We want to align your campaign with your internal team so leads are followed up properly.

Do you have a Sales Team working with these leads? *

Example: Yes, our client success rep calls all discovery call leads within 24 hours.

How will leads be contacted and followed up with? *

Example: Phone call, Email, Text Message, Send Pitch Deck, Link to Schedule a Call

What email and phone number should automated communications be sent from? *

Example: [email protected], (512) 456-7890

Do you have an internal marketing team with which Branche Out Marketing would collaborate? *

If yes, who’s the point of contact? Name, Email.

Campaign Foundation

Some of this may have been discussed during your presentation, but this helps lock it in.

What’s your #1 goal for this campaign? *

Example: Generate qualified leads for our high-ticket wellness program

Do you have a specific growth target? *

Example: 20 booked calls per month with a 30% close rate

What marketing tools or efforts are currently in place? *

Example: We post regularly on Instagram and use Calendly + Mailchimp, but no paid traffic yet.

Who is your ideal customer or lead? *

Example: Women 30–55, overwhelmed professionals, interested in stress relief or life coaching.

Is there a story, hook, or unique angle you want us to highlight? *

Example: Taylor left corporate burnout behind to help others reclaim balance through coaching.

What offer or CTA will we use in ads? *

Example: Free 30-minute Clarity Call or downloadable stress relief guide

Do you have a specific campaign launch date in mind? *

Our estimated launch time is 21-30 business days if you are responsive and we receive approval on all onboarding items.

Branding & Assets

Help us create content that aligns with your brand.

What’s the origin story of the business? *

Example: It started after burnout, and a health scare led Taylor to pursue coaching full time.

What industry problem are you solving? *

Example: Most coaching feels generic—we focus on custom, trauma-informed wellness plans.

Why would someone want to buy from or work with you? *

Example: We offer hands-on support, actual results, and a community that holds you accountable.

What sets you apart from your competitors? *

Example: Our weekly check-ins and access to a licensed counselor set us apart from other coaches.

Who are your main competitors (if known)? *

Example: BetterHelp, MyWellnessTribe

How do people currently find out about you? *

Example: Organic referrals, local workshops, and occasional podcast appearances.

Do you have any marketing materials you can share that we can incorporate into our ads? *

Logo, brand guide, pitch decks, testimonials, videos, past ad content, etc.

Should we use any slogans, phrases, or language in your ads? *

Example: “From burnout to balance” or “Your breakthrough begins here”

Privacy Compliance, Done Right.

As a Certified Agency Partner with Termageddon, we help businesses stay ahead of evolving data privacy laws by providing the tools to generate and maintain compliant policies. While no privacy solution can guarantee complete protection, we take due diligence seriously—helping you implement best practices to reduce risk and build trust with your audience.

WELCOME TO BOM ONBOARDING HUB

Fast, easy, and secure. Your card details are encrypted

to keep your information safe.

Fast, easy, and secure. Your card details are encrypted to keep your

information safe.

Your Launch Starts Here!

This form helps us understand what’s in place, what needs building, and how to move fast without

missing the important details. Please complete it thoroughly so our team can begin

building your custom setup and launch with precision.

Your Launch Starts Here!

Privacy Compliance, Done Right.

Privacy Compliance,

Done Right.

Contact Us

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