Intake Form

Is Contact Already in ActiveCampaign?*
- Yes
- No
Did you Update the ActiveCampaign Email?*
- Yes
- No
You MUST update the ActiveCampaign email before submitting this form IF the contact provided a new email address and is already in ActiveCampaign.
What is the Email?*
Must match ActiveCampaign if contact already in ActiveCampaign. If no email is provided, use Active Campaign email. If contact is NOT in Active Campaign and does NOT provide an email, use FirstNameLastName@noemail.com.
Is the Physical Address in ActiveCampaign Correct?*
- Yes
- No
What is the Street Address?*
What is the City?*
What is the State? (Two Letter Abbreviation)*
What is the Zip Code?*
Phone

Does the Contact Already Have a Tax Planning & Compliance Deal?
- Yes - Update Existing TPC Deal
- No - Create New TPC Deal

Did Contact Want to Move Forward?*
- Yes - Send Payment Request
- No
- Undecided
Did the Contact Choose to Move Forward?*
- Yes - Create Deal
- No - Do Not Create Deal
TR Next Steps
- Mail 8821
The system will automatically mark the transaction once the 8821/TBOR-1 is finished and the IOL Call is Scheduled. Please make sure that you have sent the 8821/TBOR-1 for them to sign and that you have attempted to have them schedule the IOL Call.

If they are a non-email user (or request that we mail them the 8821), please select MAIL 8821. If they do not have an email, use the ActiveCampaign @noemail address for the Calendly call appointment.
No 8821 Needed

DO NOT SEND 8821/TBOR-1
***ONLY USE IF WE DON'T NEED THE 8821***
Detailed Intake Notes*

Call 330-331-7611