JIREXUS — Step 1: Onboarding Form
JIREXUS
1
Onboarding Form
2
Watch Videos
3
Book Call
4
All Set
✓ PAYMENT CONFIRMED
Welcome to JIREXUS!
Let's build your system. Complete this form and we start building tomorrow. Takes about 15 minutes.
YOUR INFORMATION
First Name
*
Last Name
*
Company Name
*
Display Name
*
This is how your name appears on your webinar pages, emails, and ads. Include credentials if you'd like (e.g. CFP®, ChFC®, RICP®).
Email
*
Phone
*
Business Mailing Address
*
Used for SMS compliance registration.
Business Website (if you have one)
Business EIN (if you have one)
Needed for SMS compliance. If you're not sure or don't have one, no worries — we'll help you on your welcome call.
YOUR WEBINAR SETUP
Zoom Personal Meeting Link
I don't have a Zoom link — please help me set one up
Preferred Webinar Day
*
Select a day
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Preferred Webinar Time
*
Select a time
10:00 AM CT
11:00 AM CT
12:00 PM CT
1:00 PM CT
2:00 PM CT
3:00 PM CT
4:00 PM CT
5:00 PM CT
6:00 PM CT
7:00 PM CT
Professional Headshot
📷 Click to upload your headshot (400x400 minimum)
I'll text or email a photo to the support team later
ABOUT YOUR BUSINESS
IMO / FMO Name
How Are You Currently Getting Clients?
*
Select one
Dinner seminars
Buying leads from a lead company
Referrals only
Marketing agency
Cold calling
Not actively marketing right now
Other
Approximate Annual Production
*
Select range
Under $1M
$1M – $3M
$3M – $5M
$5M+
What City / Area Do You Want to Target With Ads?
*
We use this to set your Facebook ad targeting. Include your city and how far out you're willing to take clients.
Submit & Continue to Step 2 →