Welcome to Contractor Commander!

Thank you for joining our community of entrepreneurs! We’re thrilled to have you on board.
To get started, please take a moment to review and accept our policies below. Once accepted, you’ll be able to access the onboarding form and complete the next steps in the process.

Make sure to fill in the fields with an asterisk. They are mandatory.

Company

Services

Emails

Invoicing

Additional

Last Page

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.