A note before you begin:
You will not be able to save mid-way through this form,
so if you close or refresh the page you will lose your progress.
This form will take some time to complete, so be sure to have everything you need to fill it out to help speed along the process.
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The form will not submit until you have filled out every required field. Required fields will be marked with a *. You'll know the form has been successfully submitted when you see a thank you screen!
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If you have any questions, please send us an email at:
CONTACT INFORMATION
YOUR BUSINESS
YOUR BRANDING
Upload your high resolution logo files - ideally with a transparent background. If you don't know how to get these and have a Canva file, please include the link below.
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If you do not have a logo yet, and want our designer to make one for you please let us know - an additional fee of $200/USD will apply.
YOUR SOCIAL ACCOUNTS
In order to connect your Facebook and Instagram
accounts to FMA Marketing, you'll need to make sure
that they are linked together.
Next, you will need to add Brandy as an admin
to your Facebook account. To do so, please follow these steps:
Make sure you are acting as your Page.
Go into your Professional Dashboard.
Go to Page Access.
Press the blue Add New text on the right.
Search and select Brandy Kinnear.
Provide her with full access.
YOUR DOMAIN
Once your website is ready, we need to make it available on the internet. To do this, we need to connect it to your domain.
Your domain is the address people will use to find your site.
Alternatively, if your domain is hosted on SquareSpace, you can send us a Contributor invite, with admin access.
Please send this invitation to: [email protected]
If your domain is currently hosted by Wix, you will not be able to take full advantage of the email marketing section of FMA Marketing. Wix restricts access to editing your DNS records, which is used to set-up your domain.
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We recommend using GoDaddy for your domain host instead. You can easily transfer your domain over, and we can help you with this process. If you have goaddy you can add us as a delegate using [email protected] and we can easily add your domain to your FMA Marketing account.
If you have any questions about this, please email us at: [email protected]
YOUR CALENDAR
FMA Marketing comes with a built-in calendar that you can use for your free virtual consultations.
This calendar can sync up with your Google Calendar, to ensure that you don't have any overlapping appointments or events.
We would be happy to connect your Google Calendar to
your FMA Marketing account for you.
If you would rather do it yourself, we'll walk you through the process during your onboarding call.
We will set-up your calendar for your free consult calls for you.
We just need to know when you want to take these calls and what time zone you're in.
For your virtual consultations, we recommend using Zoom.
We would be happy to connect your Zoom account to
your FMA Marketing account for you.
If you would rather do it yourself, we'll walk you through the process during your onboarding call.
YOUR INCLUDED BUSINESS NUMBER
Your FMA Marketing account includes access to a business number.
For this number, you can choose to have it be a 1-800 or local number.
If you plan to practice in multiple states, we recommend a 1-800 number.
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In order for us to set-up this number for you, we will need your CP575 form, that has your EIN number and the information you used when you registered your business.
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If you don't have your CP575 form on-hand or have lost it, you can email the form to us. If you do not have the form, then please include your EIN, business name and the address you originally used to register it.
ANYTHING ELSE?
As a final reminder, the form will not submit until you have filled out every required field.
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Required fields will be marked with a *.
You'll know the form has been successfully submitted when you see a thank you screen!
If you have any questions before or after submitting your form, please email us at:
OLD WAY
NEW WAY
