03. Forms for Advisor

Google Email Address *

A Gmail address is required for access to your Client Folder, the SMS Scheduler, and the Event Registration spreadsheet.

The text you enter into the disclosure fields will be displayed on emails, websites, and landing pages hosted by DRIVE. Do not add links to existing web pages or disclosures. Enter the exact verbiage your compliance requires be displayed on marketing materials.

If your email and website disclosures are the same, paste the entire disclosure into both Email and Website disclosure fields.

Required Email Disclosures

Any compliance required disclosures or disclaimers

Required Disclosures for Websites & Landing Pages

Any compliance required disclosures or disclaimers

Business Information

Business Office Address *

Full address including street, city, state, and zip

Business Support Email *

The email the general public should use for generic support, contact, or questions. Something like "[email protected]" is common, but any email is fine.

Business Public Phone *

The phone number the general public should use for support, contact, or questions. This number will be listed on various web pages, emails, and text messages from DRIVE.

Your Business Logo *

If your logo is a .webp or other format that isn't accepted here, you can use https://cloudconvert.com/ to convert the logo to .png

If you need to convert your logo, you can do so for free at: https://cloudconvert.com/. We recommend you convert to .png.

List of Contacts to Upload

This is optional, but if you provide us a CSV list of your contacts, we will upload them into DRIVE for you during onboarding.

CSV File of Contacts (Optional)

A2P Compliance for SMS

When sending SMS/MMS messages to US recipients, there are specific phone registrations and approvals that must take place. All businesses are required to partake in these registrations. We will handle this for you but need the following information.

Legal Business Name *

Business name as registered with your state

Business Email Address *

Business Phone Number *

Business Website Address *

Business Street Address *

Business State *

Business Postal Code *

Business Country *

Business Niche *

Business Industry *

Business Regions of Operation *

USA_AND_CANADA

LATIN_AMERICA

EUROPE

Is Your Business Is Registered (Do you have an EIN)? *

true

false

"True" means your business is a registered entity.

Business Entity Type *

Business Registration ID Type *

Business Registration ID Number *

Authorized Representative

Authorized Representative - First Name *

Authorized Representative - Last Name *

Authorized Representative - Phone *

Authorized Representative - Email *

Authorized Representative - Position *

The following questions help the Next Level AI talk to leads and contacts by tailoring its messaging and providing accurate information about your business.

There are templates and questions to help guide your answers. You can copy/paste the template questions into the box or into another editor, add your answers, and then paste it back in.

Your ideal target market *

Template you can use: Individuals aged 55-65, nearing retirement, who are looking to optimize their retirement savings and investments to ensure a comfortable retirement lifestyle.

Use these questions to help answer.

What is your ideal client age range?

What is their net worth?

What is the minimum investable assets a client must have to work with you?

Are they single or married?

Do they have children? Grandchildren?

What specifically do they need help with?

What are the most common challenges and concerns your ideal clients have? *

If there are other challenges and concerns, what are they?

Services You Currently Offer to Clients: *

If there are services that are unique to you, or at least very difficult to find, please list them here.

I agree to the Next Level DRIVE Terms of Service. https://nldrive.ai/terms-and-conditions/

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