Kummera

KUMMERA Marketing & Business Automation

KUMMERA Marketing & Business Automation Onboarding

Welcome to KUMMERA Marketing & Business Automation.

The information you provide below helps us understand your business, your clients, your marketing, your sales process and the systems you already use. With that picture, we can configure the right tools, workflows and automations around the way your business actually runs.

Answer as fully as you can and attach anything useful along the way. We build and configure everything for you.

For your security, please do not enter passwords, card or banking details, or any other account credentials into this form. Where an account connection or authorisation is required, KUMMERA will use a secure connection process.

01

Your business

The basics, so everything we build is set up under the right business details.

PNG, JPG or PDF, if you have one.

02

Your services

What you offer, so your marketing speaks about the right treatments to the right clients.

Service

Add each of your main services or treatments.

Service 1
03

Your ideal client

The more we understand who you want to attract, the more targeted your marketing becomes.

04

Your current marketing

Where your marketing happens today, and how well it is working.

Which marketing channels do you currently use?

Select as many as apply.

Optional.

Optional.

05

Your business goals

What you would like your marketing and automations to achieve for the business.

What would you most like KUMMERA Marketing & Business Automation to help you achieve?

Select as many as apply.

Optional. Anything you would like to add.

06

Your current lead and client journey

How enquiries reach you today, and what happens next. This is usually where the biggest improvements are found.

How do new clients currently contact or book with you?

Select as many as apply.

07

Follow-up and automation

The day-to-day tasks you would like running automatically, so nothing depends on remembering.

Which areas would you like KUMMERA to help automate?

Select as many as apply.

Optional.

08

Your client database

Your existing clients are one of your strongest assets. Knowing where they are stored helps us plan the right setup.

Do you currently have a client / customer database?
09

Your website and online presence

Your online home, so we know exactly what we are working with and what to connect.

Optional.

10

Email, SMS and communications

How you speak to clients now, and which messages you would like sent automatically.

Which communication methods do you currently use with clients?

Select as many as apply.

What types of messages would you like to automate?

Select as many as apply.

Please do not provide email passwords, SMS passwords or any other account credentials in this form. Where an account connection or authorisation is needed, KUMMERA will use the appropriate secure connection process with you.

11

Reviews and reputation

Reviews build trust with new clients. We can build this into your follow-up so it happens automatically.

Would you like KUMMERA to help you generate and manage more client reviews?
12

Brand information

So every message, form and page we build sounds and looks like your business.

How would you describe your brand?

Select as many as apply.

Your business logo is captured in section 1. Add any other imagery you would like us to use.

Guidelines, brand sheets or anything you already have.

13

Existing systems and integrations

The tools you already run your business on, so we can work with them rather than around them.

Which systems do you currently use to run your business?

Select as many as apply.

Optional.

Please do not provide passwords or access keys in this form. Any required account connection will be completed with you through a secure authorisation process.

14

Priorities

Where you would like us to start, so your first improvements land where they matter most.

What are the three most important things you want KUMMERA to improve or automate first?

Choose up to three.

Optional.

Optional.

15

Files and business assets

Attach anything that helps us understand your business and build with it. Anything you cannot upload now can be emailed to us.

A PDF or document, if you have one.

Leaflets, flyers, adverts or social graphics.

Your current treatment list or pricing, if you have it in a file.

Consultation forms, aftercare sheets or anything you send to clients.

Anything else that would help us set your system up.

Please do not send financial information, passwords or security credentials. If you are unsure whether a file is suitable, email us first and we will confirm.

16

Your preferred onboarding slot

Choose the day and time window that suits you best for your onboarding call. We will confirm the exact time with you, and your request goes straight onto the KUMMERA calendar.

Preferred time window

Pick the window that best suits you. We will confirm the exact time by email.

17

Customer confirmation