Websites • Funnels • CRM Setup • Automations • Email/SMS • Admin Support

Welcome to the MAX PRO CRM!

Let’s Build a CRM That Actually Helps You Grow 🚀

Get your CRM professionally set up with automations, pipelines, follow-ups, appointment booking, and systems designed to help you capture more leads and close more business.

We help solve that by building streamlined CRM systems that keep your business organized and scalable.

Complete the onboarding form below so we can match you

with the right VA based on your business needs and goals.

Welcome to the Max Pro CRM! Before you schedule your onboarding appointment, please complete this short survey so that we can set up your CRM for success! 🚀

PERSONAL INFO

First Name *

Last Name *

Mobile Phone *

Email *

How did you hear about us? Or who referred you? *

HOW CAN WE HELP?

First, what CRM Subscription Level did you Purchase? *

TIER 1 - MAX JOURNEY - free (or free trial)

TIER 2 - TGD QUEST - $10/month (TGD Quest funnel only)

TIER 3 - BRAND ELEVATOR - $50/month (5 essential funnels)

TIER 4 - MONEY PIPELINES - $100/month (full CRM access)

In your own words, what are the primary ways you want to use your CRM to help build your business and profits? *

Which are the first funnels or services would you like us to build for you (or help you with)? *

EXISTING CONTACTS. Uploading existing contacts

NEW CONTACTS. Lead Generation - getting new leads

FUNNEL #1. EZcard (personal branding funnel / mobile app)

FUNNEL #2. Business Branding Website (mini-website, can be connected to EZcard)

FUNNEL #3. Booking / Calendar funnel, with automation

FUNNEL #4. TGD QUEST funnel (specifically for The Great Discovery)

FUNNEL #5. Event Funnel (for live meetings, webinars, lead generation)

CUSTOM FUNNEL - Free Gift Funnel, Lead Magnet Funnel, etc.

SOCIAL MEDIA management - easier posting to Social Media

OTHER - you can tell us about your other needs during onboarding

How do you want us to work with you? *

I'm not a techie. I need you to do almost everything, please!

I'm good with tech, but I'm super busy and would value your help on most things.

I'm a Do-It-Yourself'er and will do most things by myself. Just point me in the right direction

Other

BUSINESS INFO - for CRM Account Setup

Your Official Business Name *

Business "Trade Name" (or operating name, can be different or the same as the above name) *

What name do you want listed for your CRM account to identify it? (Business Name or Your Own Name - you can change this later). *

Is your business listed above officially registered? (e.g. LLC, S-corp, NPO, etc.) *

Yes

No, but I will register it soon

No, I will keep my business as "just me" (Sole Proprietorship) or a DBA (alias, trade name) for now

If registered, what is your FEIN (Federal Employee Identification Number)?

Briefly describe what your business does? What are your primary business activities? *

Website Domain (if currently active)

Other Domains that you own that you may want to connect to CRM assets (such as any funnel we create or host for you). If you don't have any, just leave blank.

To set up your CRM account, we need your business address (can be your personal address).

Address *

Street Address

City

State

Country

Enter your country

Postal Code

BRAND ASSETS

This Branding Assets section is OPTIONAL but it will help us get you set up faster.

Please upload a Professional Headshot (or any picture) of yourself.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Please upload your Logo (if any)

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Brand Colors (optional)

Social Media Links:

Consent Box (required for service)

I agree to receive emails and SMS text messages from Max Life Community regarding services to which I have subscribed, and occasional marketing messages about related services that also relate to my subscription and add value. I understand that I may stop marketing communications at any time, but I consent to continue receiving vital messages essential to any services to which I am subscribed.