Every onboarding question

Step 1: Your company

The legal details carrier registration runs on.

1. 1.

   Full legal company name *

2. 2.

   DBA or brand name, if different

3. 3.

   EIN *

   Nine digits. Carrier registration fails without it.

4. 4.

   Company type *

   Choose one: Private company · Publicly traded company · Non-profit organization · Government

   How carrier registration classifies your business.

5. 5.

   Stock symbol *

   Asked only for publicly traded companies.

6. 6.

   Stock exchange *

   Choose one: NASDAQ · NYSE · Other

7. 7.

   Street address *

8. 8.

   City *

9. 9.

   State *

10. 10.

    ZIP *

11. 11.

    Company website *

12. 12.

    Industry *

Step 2: Who we work with

Two people, and they are rarely the same one.

1. 13.

   Primary contact name *

2. 14.

   Primary contact job title *

   Carrier registration asks for the authorized contact's title and position.

3. 15.

   Primary contact position *

   Choose one: CEO · CFO · VP · GM · Director · Other

4. 16.

   Primary contact email *

5. 17.

   Primary contact phone

6. 18.

   Billing contact name *

7. 19.

   Billing contact email *

8. 20.

   Billing contact phone

Step 3: How your leads opted in

Carrier registration turns on this section, so exact links help.

1. 21.

   Link to the consent form that allows automated marketing texts *

2. 22.

   Webpage where leads opt in *

3. 23.

   Link to your privacy policy *

4. 24.

   Link to your terms and conditions *

5. 25.

   Screenshot of the opt-in language

   File upload.

   Up to 4 MB. Reviewers want the artifact, because pages change after review.

Step 4: What you sell

1. 26.

   What product or service does your company provide? *

2. 27.

   What should Aktify drive leads to do? *

   Choose one: Transfer the call to us · Click a link to buy or schedule · Book on our calendar over text · Something else, described below

3. 28.

   If something else, describe it

4. 29.

   Any promotions we should mention?

5. 30.

   Most common questions from prospective customers

6. 31.

   Any eligibility requirements to buy from you?

7. 32.

   Any language the AI agent must include or avoid, for legal or policy reasons?

Step 5: When we transfer a call

We only transfer inside your hours, so this drives the schedule.

1. 33.

   Customer support phone *

2. 34.

   Customer support email *

3. 35.

   Reps working at any given time

4. 36.

   Call center hours, Monday through Sunday *

   A line per day is easiest, and say if weekends differ.

5. 37.

   Time zone for those hours *

   Choose one: Eastern Time (Washington, DC) · Central Time (Chicago) · Mountain Time (Denver) · Mountain Standard Time (Phoenix) · Pacific Time (Los Angeles) · Hawaii-Aleutian Time (Honolulu)

6. 38.

   Holidays you are closed

   Check all that apply from 14 options.

7. 39.

   Inbound DID

   Both numbers are where Aktify transfers calls.

8. 40.

   Outbound DID

9. 41.

   Preferred area code for texting and calling

   Three digits, if you have a preference.

10. 42.

    What do you call the reps who answer transfers?

11. 43.

    How should your company name be said aloud?

    Full name or shortened.

Step 6: The leads themselves

1. 44.

   How are you sending leads to Aktify? *

   Choose one: CRM connection · API · CSV upload · Not sure yet

2. 45.

   Roughly how many leads to start *

3. 46.

   How old those leads are, on average *

4. 47.

   How often new leads arrive after launch

   Choose one: Real time · Daily · Weekly · Monthly · One time only

Step 7: Working together

1. 48.

   Preferred day and time for weekly meetings

   With Aktify's customer success team.