Viremix | Client Onboarding
SECTION 1 - Client Information
The main city or area where you want Viremix to focus your campaigns.
Which package did you select?
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Should anyone else on your team receive updates, leads, or booking notifications?
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By default, Viremix will send updates, lead notifications, booking alerts, and calendar invites to the main client contact listed above.
If yes, please provide their name, email, and role.
What primary market should we target?
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Example: Miami, Beverly Hills, Scottsdale,Houston, Naples.
What secondary markets should we target, if any?
Optional. Only include areas you actively want business from.
Are there any areas we should avoid?
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Please list the specific areas or locations you would like us to avoid targeting in your campaigns.
What is your average listing price?
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Your typical listing price, not your highest sale.
What is your minimum ideal listing price?
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The lowest property value you would still consider a good opportunity.
Are we allowed to use your listing photos in campaigns?
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Do you have a Meta Business Manager / Business Portfolio?
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Can you grant Viremix partner access to Meta?
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If someone else handles Meta access, please provide their name and email.
Meta Ad Account ID, if known
Optional. If you do not know this, Viremix can help identify it during access setup.
Pixel / Dataset ID, if known
Optional. A Pixel/Dataset ID helps with tracking and retargeting, but it does not replace partner access.
Do you currently use a CRM?
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Can you grant CRM access if needed?
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If someone else handles CRM access, please provide their name and email.
What calendar do you use?
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How long should consultations be?
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Should appointments be by:
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Should anyone else receive calendar invites?
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By default, calendar invites will be sent to the main client contact listed above.
If yes, please provide their name and email.
What name should appear in follow-up messages?
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Example: Sarah Williams, Sarah Williams Team, Williams Realty Group.
What phone number should receive urgent booking alerts?
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What email should receive booking alerts?
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What questions do you want asked before a lead books?
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We recommend keeping this short. Too many questions can reduce the number of leads who complete the form.
Add any required question below:
What weekly ad budget are you starting with?
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Is the payment method already active inside your Meta ad account?
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