Welcome to Contractor Commander!

This process is crucial for customizing our services to fit your needs and ensuring you receive the best possible experience. Your input helps us streamline the management of your operations and sets the foundation for a successful partnership. Don’t worry if you can’t complete the form in one go—your progress is automatically saved so you can pick up right where you left off. Thank you for trusting us, and we look forward to working with you!

Company Information and contact

Company Name *
Company Address
Company Website
Primary Contact Name *
Primary Contact Title
Primary Contact Email *
Primary Contact Phone

Services Needed

Additional Services Needed

Scheduling and Appointments

Preferred Scheduling Platform
Typical Working Hours
Specific Scheduling Preferences

Lead Management

Preferred Lead Management Platform
Lead Management Process
Criteria for Leads
Current CRM System
CRM Assistance Needed

Emails and Communication

Preferred Email Platform
Email Volume (Daily/Weekly)
Email Templates or Guidelines
Email Assistance Needed
Preferred Phone System
Typical Call Volume (Daily/Weekly)
Call Scripts or Guidelines

Invoicing and Payments

Preferred Invoicing Software
Invoicing Frequency
Invoicing Templates or Formats
Payment Methods and Platforms

Client Follow-Up

Preferred Follow-up Method
Follow-up Process
Frequency of Follow-ups

Executive Support

Types of Executive Support Needed
Specific Tools or Software for Executive Support

Additional Information

How Did You Hear About Us
Goals for Using Our Services
Other Requests or Notes

Security and Privacy

Do you have any specific security or privacy requirements we should adhere to?
Preferred method of data sharing and communication (e.g., secure email, encrypted platforms, etc.):

Feedback and Expectations

What are your expectations from our services?
How would you prefer to receive updates and reports (e.g., weekly email, monthly meetings, etc.)?
Any feedback or suggestions for us to improve our onboarding process?
Acknowledgment and Agreement *
Acknowledgment and Agreement By checking this box, you confirm that you have read and agree to our Service Agreement. This agreement outlines the terms of confidentiality and the conditions under which our services are provided. Your acknowledgment ensures mutual understanding and compliance with our policies.