New Account Intake Survey

Your User Information:

Enter your contact details below with how you'd like to refer to yourself with clients and prospects. You can always update this information later, if needed.

*Are you requesting your own new CAM Account?

Yes - I would like to create my own new CAM account (for account owners and admins)

No - I would like to be added to an existing CAM account (for team members, assistants, etc.)

Your Personal Bio:

Two key marketing assets we'll create for you in CAM will be a personal links page and a calendar booking page. We'll use the information you provide here to populate these pages and others.

Please upload a headshot to use on your bio page (max file size 50MB)*

Company Information:

Enter information about your BUSINESS location. You can always update this information later, if needed.

*What is your timezone?

Phone Registration

Enter business information for registering your phone number.

Additional Information:

1) What name and email address should people see in their inbox when they receive messages from you? If you are unsure about this, please enter your own full name and company email address.

2) What default meeting location should be used when people book an appointment in your calendar? This could be your phone number, your office location, or an online meeting link.

3) What email address should we use for internal notifications, like New Lead alerts and Appointment updates? You might want to use your own email address here, or your assistant's, if you have one.