Introduction
The Concours Pro Onboarding Questionnaire is designed to gather all required information from you so that we are able to complete your account set up for you, before your free trial starts.
Depending on exactly what features you select for us to set up for you, the amount of information you need to supply will vary. As it will with Silver, Gold and Platinum level clients.
Below are lists of what is required to complete the questionnaire, based on the various Concours Pro system levels.
If you don’t need up a particular feature set up for you, then don’t select it for set up, and then ignore that section of the questionnaire.
Concours Pro – Bronze Level Clients
Once you have all the required information ready, the questionnaire will take around 20 minutes to complete.
Below is the information you will need to complete it.
Required Details:
Items marked with an asterisk* are required for all accounts.
Account Owner details *
- Full Name*
- Mobile Phone*
- Email*
- Date of birth* (May be used to identify you if you call us)
Business details *
- Business Name (Full Legal Trading Name)*
- Street Address*
- Suburb*
- State*
- Country*
- Post Code*
- Business Office Phone Number*
- Business Main Email Address*
- Business Accounts Email Address*
- Business Website*
- ABN*
- ACN (Optional – Only If registered as a company)
Your Concours Pro Administrator Account *
- Administrator’s first name*
- Administrator’s last name*
- Administrator’s mobile phone number*
- Administrator’s email*
- Upload your business logo. Recommended size is 350px x 180px. Max file size 2.5MB – .gif, .jpg, .jpeg, .png (Optional)
Please select the features that you wish for us to set up for free as part of your onboarding *
- Missed Call Text Back
- Phone Numbers – Additional 1300 number (provide details below)
- Phone Numbers – Additional Local number (provide details below)
- Email Communications – Dedicated Sending Domain Setup
- Conversation AI Chatbot
- CRM – Import Customer Database / Mailing List inc Custom Field setup
- Calendars – Account Integration (MS365 / Google)
- Website Chat Widget – Set up on Website
- Add Our New Concours Pro Mobile Number To Our Website For Customers To CALL Us On
- Add Our New Concours Pro Mobile Number To Our Website For Customers To TEXT Us On
- Reputation Management – Google Review Integration
- Add Our New Concours Pro Mobile Number To Google Business Profile For Customers To CALL Us On
- Reputation Management – Reviews QR Code Generation
- Unified Inbox – Facebook Messenger
- Unified Inbox – Instagram DMs
- Unified Inbox – 2-Way Email Sync (MS365 or Google Workspace)
- Brand Boards
Please note: Additional charges may apply if you request further setup of any features after your Free Trial Kick Off Call.
Phone Setup Preferences *
- Any Preferred Digits For Your Main Concours Pro Phone Number *
- Please choose your preference and provide a forwarding number if needed. *
- Answer Calls When Logged In To Mobile App
- Answer Calls When Logged In To Desktop App
- Forward Calls to Administrators Mobile Number (Entered Above)
- Forward Calls to Different Number – eg. Office Number (Specify Below)
- Enter a Phone Number For Calls To Be Forwarded To (Optional)
- Additional Phone Number Requirements (Optional)
Australian Phone Number Regulatory & Compliance Requirements *
- Australian certificate of registration of your company (ACN) or Australian business name registration – .pdf (preferred), .jpg, .jpeg, .png *
- Must be single page only.
- Name must match full legal business name as entered above.
- Must match ACN as entered above (if applicable).
- A Utility bill, Tax notice, Rent receipt, Title deed or equivalent showing address details for the above registered business – .pdf (preferred), .jpg, .jpeg, .png *
- Address shown must be a physical street address.
- Address shown must be the same address as you entered above.
- Address shown MUST NOT BE A PO BOX.
- Address details must be on the front page of the document.
- Australian certificate of registration of your company (ACN) or Australian ABN registration – .pdf (preferred), .jpg, .jpeg, .png *
- Must be single page only.
- Can be same document as in step 1 if using ACN.
- Must match ACN or ABN as entered above.
Optional Set Up – Information required if feature is selected for free set-up.
Email Communications – Dedicated Sending Domain Setup
- Preferred Dedicated Email Sending Domain
- DNS Provider
- DNS Provider Account Login
Conversation AI Training
- Enter the URL for FAQs on your website
- Optionally, Upload a PDF, Excel, CSV or a Microsoft Word document containing FAQs. Max size 50MB. – .pdf, .docx, .doc, .xls, .xlsx, .csv
CRM – Customer Database / Mailing List Import
- Current mailing / customer list – .csv, .xls, .xlsx
- Tick if your mailing list file is over 50MB and can’t be uploaded here (We will send you a Onedrive link to upload it to)
- Tick To Allow Duplicate Contacts In Concours Pro
Calendars – Integration
- Please select your calendar provider (Google / MS365 accounts only).
- N/A
- MS365 (Outlook)
- Google Workspace (Gmail)
- Your Google or MS365 calendar accounts (Emails only – one per line)
Website – Chat Widget Setup / Phone Number Edits
- Enter your website’s admin URL
- Enter your website’s admin login / email
Google Account Integration
- Primary Business Google Account Login
- 2nd Business Google Account Login
- 3rd Business Google Account Login
Unified Inbox – Facebook Messenger / Instagram DM Integration
- Your Facebook Business Account Email (Login)
Unified Inbox – 2-Way Email Sync
- Please select your email provider and list email accounts to be synced to your administrator account.
- N/A
- MS365 (Outlook)
- Google Workspace (Gmail)
- List Your Email Accounts to be synced to your Concours Pro administrator account
Brand Board
- Enter your business branding details below. Colours (in exact Hex format), Typography (fonts, weights and sizes).
- Then upload additional logos / branding files not already uploaded above. Up to 5 files / 50MB each.
Concours Pro – Silver Level Clients
The Silver level questionnaire will take around 30 minutes to complete.
It contains these additional options for feature set up:
- Ecommerce – Basic Configuration + Initial Product Setup (x5)
- Invoicing – Basic Configuration + Initial Product Setup (x5)
- Text-To-Pay – Stripe Account Integration
- Social Media Scheduler – Account Integration
- Automated Review Requests
- Email Direct Marketing – Email Template Design
- Reporting – Website / Funnel Analytics
- Reporting – Call Tracking
- Memberships – Client Portal
- Online Courses – One Course Basic Configuration + 3 Example Lessons
- Certificates – One Basic Design
- Communities – Basic Configuration
Silver level questionnaire contains all the same fields as the Bronze questionnaire outlined above, which must be completed if required, or if relevant to a feature you wish to have set up.
It also contrains all the Silver sections below. Only complete the Silver sections that are relevant to features you are requesting to be set up.
Ecommerce Initial Product Setup (x5)
- Upload a file containing up to 5 example products to be uploaded into your ecommerce store. Max size 50MB – .csv, .xls, .xlsx
Invoicing Initial Product Setup (x5)
- Upload a file containing up to 5 example products to be uploaded into your imvoicing system. Max size 50MB – .csv, .xls, .xlsx
Ecommerce / Invoicing Payment Providers
- Account logins for Stripe and/or Paypal.
Social Media Scheduler – Account Integration
- Account logins for any of the following platforms that you wish to have integrated. Seperate multiple accounts with commas.
- Logins for Google Business Profile accounts
- Google logins for YouTube accounts
- Logins for Instagram Accounts
- Logins for Facebook Accounts
- Logins for LinkedIn Accounts
- Logins for LinkedIn Business Pages
- Logins for TikTok Accounts
- Logins for Pinterest Accounts
Memberships – Client Portal
- Name for your Client Membership Portal
- Preferred subdomain or doimain name.
Can be a subdomain of your main website – eg. subdomain.mywebsite.com.au or a seperate domain name – eg. myclientportal.com.au.
We will use the same DNS provider setting as entered above, under Dedicated Email Sending Domain, so be sure these details are provided.
Online Courses / Certificates
- Name for your online course.
Communities
- Name for your online membership community (private socal media) site.
