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Input forms
Every form we use to start a service for a client, in one place.
Sales Team Onboarding Form
The short form the sales team fills in when a new client signs.
Filled in by: Sales team
Link coming soon
CSM Kickoff Call
The full set of questions the CSM asks on the kickoff call.
Filled in by: Client Success Manager
Link coming soon
Missed Call Text-Back Agent Setup
Setup details for a client's missed call text-back agent.
Filled in by: Client Success Manager
Link coming soon
Hiring Ads Related Inputs
The offer, the job details and who gets the applicants for a client's hiring ads.
Filled in by: Client Success Manager
Open the form