Welcome To The Streamline Family! Complete Your Onboarding Form

Contact Information

Your Full Name *

Business Name *

Business Phone *

Business Email *

Business Website *

Location Information

Business Address *

(Please Input Information As Listed On Google My Business)

City *

State *

Postal code *

Business Description *

Use up to 750 characters or less to describe your business

Additional Details

Number of Employees *

Year Founded *

Company Hours *

Payment Types Accepted *

Industry / Business Model: *

(Local Service, E-commerce, SaaS, Info Product, etc.)

Main People On This Project *

Please list the names, emails and roles of everyone who will be involved with us in this process.

Businss Information for A2P Verification

This is how we enabled 2 way SMS & missed call text back.

Legal Business Name *

Enter the exact legal business name, as registered with the EIN

Business Type *

Business Registration Number (EIN) *

Authorized Representative Information *

Company Values

Who is your ideal customer? *

Describe your target audience in as much detail as possible (demographics, behavior, interests, location, etc.

What are the main reasons customers choose to buy from you or use your service? *

What are the biggest pain points or problems your product/service solves? *

What’s your average order value (AOV) and typical purchase frequency? *

Example: Pool Sevice: Monthly = $150, Roofing: $5k Profit every 10 years.

Who are your main competitors or brands you look up to as references? *

Include websites or profiles if possible.

What are your biggest growth opportunities and challenges right now? *

Strategy & Platforms

Please describe any campaigns or strategies that have worked well in the past.

What kind of offers, messages, or audiences performed best?

Do you have tracking and analytics properly set up? *

How does your current sales process work? *

Example: “Leads go to CRM → sales call → close,” or “All sales happen directly through Shopify.

Do you have an internal marketing or creative team? *

What’s your estimated monthly marketing budget? *

USD value or range

Which products or services are your top performers (“hero products”)? *

Please list your main revenue drivers.

Social Media & Business Media

Media Uploads (Logos, Pictures etc..)

Accepted file types: jpg, gif, png, pdf, jpeg, Max. file size: 128 MB.

Social Media Urls *

Please Don't SPAM Us

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.