Setting Up Your Account:
- Tell us about your business: To kick things off, we need some information from you. Our intake form is designed to be simple and straightforward. Just click on this link: https://clients.financevine.ca/signup/onboard/ and tell us a little about your business and where you are having struggles currently in your marketing efforts.
- Behind the scenes: Once you submit the form, our expert team will carefully review it and start building your profile to add to the distribution rotation.
- Pre-launch call: Before your account goes live, your Account Manager will schedule a quick video call with you. During this call, you’ll have the chance to ask questions, test out the lead delivery system, and make sure you’re comfortable with how everything works.
- Getting ready to launch: Within one week of submitting your form, you’ll receive your first lead if all the above steps are completed.