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Company Setup Details

Please provide the following information exactly as it appears on your business registration documents to assist us with your account setup, compliance, and verification.

Primary Business Information

Business Name *

Business Address

Business Website

Business Phone *

Business Email *

EIN Business Registration

Business Registration Numbers (EIN) *

Business Type *

Exact legal business name as registered with your EIN filing *

Exact business street address as registered with your EIN filing *

City *

State *

Country *

Zip Code *

Authorized Representative

As Registered with the EIN

Representative First name *

Representative Last Name *

Representative email *

Phone Number [with country code] *

Business Overview

Business Description *

Services Offered

Number of locations

What year was the business started? *

Business Hours *

Do you offer financing ? *

Yes

CRM Setup Information
This section ensures that OamiiCRM is configured accurately to support your sales, marketing, and operational workflows.

First Name *

Last Name

Email *

Phone *

Number of Free CRM users

User Emails

User 1
User 2
User 3

User Roles

User 1
User 2
User 3

Leads and Sales Management

Primary Lead Sources *

Sales Pipeline Stages

Appointment Scheduling *

Yes

Calendar Integration *

Yes

Domain and System Access

What is your domain name? *

Who is your domain registrar? *

Access Available for DNS Updates *

Yes

Existing CRM or Tools to Be Integrated

Advertising Channels

Advertising Platforms to Be Used *

Google Business Profile Status

Existing

New

Google Analytics Account Status

Existing

New

Google Tag Manager Account Status

Existing

New

Targeting and Messaging

Target Service Areas *

Target Services *

Excluded Services

Keywords *

Excluded Keywords

Unique Selling Points *

Special Offers *

Budget and Performance

PPC Monthly Budget

Local Service Ads Monthly Budget

Average Order Value

Average Profit Margin

Average Close Rate

Goals And Strategy

Website Purpose *

Target Audience *

Competitors

Future Plan

Design Direction and Inspiration

Design Preferences *

Example Websites *

Things to Avoid *

Website Features *

Logistics

Deadline *

Budget Range *

Documents Upload

A photo of you or your team for the thank you page

High-quality photos (5-10) to use in the ad

General Liability Insurance (COI)

Contractors License (if applicable)

Company logo

Company Setup Details

Primary Business Information

EIN Business Registration

Authorized Representative

Business Overview

CRM Setup InformationThis section ensures that OamiiCRM is configured accurately to support your sales, marketing, and operational workflows.

Advertising Channels

Targeting and Messaging

Budget and Performance

Goals And Strategy

Design Direction and Inspiration

Logistics

Documents Upload

CRM Setup Information
This section ensures that OamiiCRM is configured accurately to support your sales, marketing, and operational workflows.