Welcome to TradeFlowEQ™
Let's build the infrastructure behind your growth.
This onboarding portal helps us gather the information needed to install your systems, connect your assets, review your current visibility, and configure your lead, review, and opportunity workflows.
Business Profile
Tell us about your business so we can configure your systems to match your market and trade.
Business Goals
Help us understand what you're working toward so we build toward the right outcomes.
Select all that apply to your business right now.
Lead Flow & Sales Process
Understanding how leads come in and move through your business helps us identify exactly where revenue is leaking.
Online Presence
Share your current digital footprint so we know what's working, what's missing, and what needs to be built.
Reviews & Reputation
Reviews are one of the highest-leverage growth tools for trades businesses. Help us understand your current process.
Project Opportunity Intelligence
Define the kinds of projects, customers, and markets you want us to monitor for you.
Customer Database
Past customers are your lowest-cost source of new revenue. Let's understand what you have to work with.
Access & Assets
Let us know what access you're able to provide. We'll handle the technical handoff during your kickoff call.
Secured & Encrypted: This form is submitted over HTTPS directly to your onboarding team. If you select "Will provide," optional credential fields will appear so you can share login details now — or you can leave them blank and share during your kickoff call. We never store passwords in plain text beyond this secure submission.
Optional — leave blank to share during your kickoff call.
Optional — leave blank to share during your kickoff call.
Optional — leave blank to share during your kickoff call.
Optional — leave blank to share during your kickoff call.
Optional — leave blank to share during your kickoff call.
Optional — leave blank to share during your kickoff call.
Optional — leave blank to share during your kickoff call.
Optional — leave blank to share during your kickoff call.
Upload any files you have ready. All files can also be shared during the kickoff call.
Logo Files
Click to upload or drag & drop
PNG, JPG, SVG, AI, PDF, EPS — all versions welcome
Brand Assets & Photos
Brand guidelines, colors, job photos
Any brand docs, style guides, or field photos
Customer List
Customer / contact list
CSV, Excel — names, phone, email
Additional Files
Anything else relevant
Any file
Review & Confirm
Review your information below. Click any section to go back and make edits before submitting.
Ready to submit?
Once submitted, our team will review your complete business profile and reach out to schedule your kickoff call and begin implementation.
Implementation Information Received
Thank you. Our team will now review your business profile, visibility, lead flow, reputation assets, customer data, and opportunity targets to begin implementation.
Or email us directly at info@tradefloweq.com