Pre-Onboarding Form

Thank You for choosing richos agency!

Please complete this short form before your onboarding call. It collects the essential information we need to understand your business and prepare for the discussion.

The form should take approximately 8–12 minutes.

You do not need to provide passwords or verification codes. Secure account access will be arranged separately after the onboarding call.

Primary Contact Name *

Your Position or Role *

Primary Phone Number *

How Would You Prefer Us to Contact You?

Email

Phone Call

SMS

Trading or Public Business Name *

Industry *

Briefly Describe Your Business

Address

Street Address

Country

State

City

Postal Code

Website URL (Not Required)

Instagram Profile URL (Not Required)

Facebook Page URL (Not Required)

LinkedIn URL (Not Required)

Other Social Media or Directory Links (Not Required)

List Your Main Services *

Which Service Is Your Main Priority? *

List Your Main Services and Prices *

Should Your Prices Be Displayed Publicly? *

Yes, display all prices

Display starting-from prices only

Do not display prices

Discuss this with me first

Business Hours *

Are Your Appointment Hours Different From Your Business Hours? *

Regular Closures or Public Holiday Rules (Not Required)

What Is Your Main Goal for This Project? *

What Are the Main Problems You Want This System to Solve? *

What Results Would Make This Project Successful? *

Approximately How Many New Leads Do You Receive Each Month?

Do You Currently Use a CRM? *

List Any Other Software or Platforms You Use

Do You Need Existing Contacts, Leads or Customer Data Imported? *

Yes

No

Unsure

What Information May Need to Be Imported?

Google Business Profile or Google Maps Link

Google Business Profile Status *

Direct Google Review Link *

Upload Your Primary Logo *

Upload Any Alternative Logo Versions

Upload Your Brand Guide

Upload Business, Team, Service or Location Images

Brand Colours

Brand Fonts

Preferred Onboarding Call Date *

Preferred Time for Your Onboarding Call *

Will Anyone Else Attend the Onboarding Call?

Is There Anything Else We Should Know Before the Call?

Richos Agency will use the information provided in this form to prepare for your onboarding call, configure your services, communicate with you, and deliver your project.

Please do not enter passwords, verification codes, payment card details, or other sensitive login information into this form. Secure access instructions will be provided separately.

By submitting this form, you confirm that you are authorised to provide the information and uploaded materials.

Please review the Richos Agency Privacy Policy for further information about how your information is handled.

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Confirmation

I confirm that the information provided is accurate to the best of my knowledge.

Who We Work With

Local Service Business

Tailors, trades, salons & more

Professional services

Consultants, agencies & firms

Growing businesses

Ready to scale & streamline

Ambitious business owners

Driven to grow & take control

Richos Agency

Helping businesses capture more leads, book more appointments, and streamline their operations through smart automation systems.

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