AJWN Consulting

User Onboard Automation

Please fill out the form below to automate this process.

Before proceeding, check the Contacts list for existing contact entry.

Client Account (select from dropdown)

Marketing Page Name *

Enter the new user's information

Full Name *

Email *

Phone

User's password

📌 CLIENT Email address to notify

This should be the email address of the person who connected with this User (i.e. the insurance agent responsible for this new business partner)

Lead User's Name (if adding a Sub-User)

This is the person whose leads this new user will be FOLLOWING

State(s) that they will be participating in

Which Platform? *

LeadStrive

InsuranceFunnels

Tags to apply?

client's user

sub-user

mortgage

insurance

Is this an internal team member (to the client)?

Select when to onboard them

Select Date to onboard *

Preferred Time

📌 EMPTY = right now; Format as '08:00 AM'

Check Slack messages once submitted!