moneyvipprogram.

com
moneyvipprogram.com

Onboarding Document/Survey

YOUR LOGO YOUR PROGRAM NAME ™

 moneyvipprogram.com
moneyvipprogram.com

Here’s what we’re going to cover

● Client Onboarding Survey [TEMPLATE]

○ PS - You can connect this with Zapier & send the responses to your email, Slack, CRM, etc

● How to create a Google Onboarding Survey.

YOUR LOGO YOUR PROGRAM

IMPERIUM NAME ™
AGENCY™
 moneyvipprogram.com
moneyvipprogram.com

Client Onboarding Survey [TEMPLATE]

YOUR LOGO YOUR PROGRAM

IMPERIUM NAME ™
AGENCY™
 moneyvipprogram.com
moneyvipprogram.com

How to create a Google Onboarding Survey.

1. Google Drive

2. New

3. Google Form

4. Name it ‘’Client Onboarding Survey’’

5. Example: https://forms.gle/zxcvQecVnjVijXGn9

6. Add a description

7. Add questioning

8. Connect to Zapier

a. Slack

b. Email

c. CRM: Asana, Google Drive, Trello, etc

YOUR LOGO YOUR PROGRAM

IMPERIUM NAME ™
AGENCY™