First Name
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Last Name
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Phone
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Company Name
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Email
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When do you plan to launch your advice business?
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I've already launched
Within 1-3 months
Within 3-6 months
6+ months from now
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What services do you offer?
Mortgages
Insurance
Kiwisaver
Retirement planning (beyond Kiwisaver)
Financial advice/planning
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Do you already have a brand name or logo?
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I have a name
I have a logo/branding
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Which elements do you need help with?
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Logo/Branding
Website
Marketing CRM (not Trail/MyCRM/TAP)
Lead capture tools
Social media setup
Other
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