Request Enrollment in the ServicersWeb Program
Get Started with Our Onboarding Process
All new clients go through a 2-step onboarding process to ensure that we’re a good match.
Step 1: Fill-out our Discovery Form (below). We use the information provided in this form to ensure your company qualifies for our marketing program.
Step 2: Complete our Intake Program. Qualified companies will be invited to complete our Client Intake Program.
Important Information About Exclusivity & Client Agreements.
We offer service area exclusivity to our clients. This means that we will not work with your competitors. There are several conditions to our exclusivity agreement that you should review prior to contacting us:
- We do not begin working with a company until Steps 1 & 2 of the onboarding process are fully complete.
- If you’ve been invited to complete our Intake Program, we will hold exclusivity in your service area for no more than 3 business days. Failure to complete our Intake Program within three days will release your area to our next prospect.
- A verbal or written conversation regarding our services does not hold exclusivity in your market. We often have “conversations” with several companies that serve the same market. We will hold exclusivity for you for 3-days after we invite you to the Intake Program. You have 3-days to complete the intake forms. After you complete the Intake forms, we will hold exclusivity for you for an additional 3 days to give you time to make your first retainer payment. After your first payment is made, we guarantee exclusivity in your market.
- Our services are billed on a month-to-month basis. You can cancel our service at anytime with 30-days notice. Cancellation of our service voids your exclusive rights to the service area.