Congratulations and Welcome To

The Pivot Ai Team!!

Let's Get You Started!

Congratulations and Welcome To

The Pivotal Digital Ai Team

Let's Get You Started!

Your first step is to fill out the form below. We need this information in full

to create your account. If you have any questions, please call Jerry @646-799-3996

Click To Play Video Below

Your first step is to fill out the form below. We need this information in full

to create your account. If you have any questions, please call Jerry @646-799-3996

Please answer all of the questions as best as you can. Pivot AI will submit this information to what's called The Campaign Registry (TCR). This is a necessary step to become fully compliant when emailing and sending texts. Please be sure all the details entered below exactly match those on your US EIN listing (or your country Tax ID form) or the submission could be rejected. If for example your company is XYZ Insurance, Inc. please make sure the comma is included.

If a certain question does not apply to your business, please reply "does not apply". Thank you.

First Name *

Last Name *

Mobile (in this format Area Code - XXX-XXXX) *

Your best email *

Please fill in the answers below as it appears on your EIN document. Additionally, please email a copy of your EIN doc to [email protected]

Legal Business Name: (as it appears on the EIN approval letter (CP575 notice) from the IRS). If you are not using a business name, please write the full name you use to represent your business. This could be your personal name. *

Enter Business EIN: (as found on your EIN document) If you don't have an EIN, you must enter your Social Security number. *

Business Type - LLC, S Corp, C Corp, Sole Proprietorship or Partnership. *

Business Address ((as it appears on business registration or tax forms) *

City *

State *

Postal code *

What is the exact date or approx. year you established your company? If you formed your company within the last year, we may need to use your formal name. *

Time Zone for your business *

EST (Eastern)

CST (Central)

MTN (Mountain)

PCT (Pacific)

For scheduled appointments, what do you use to meet your potential client?

If you are using Zoom, provide your personal meeting link as shown inside your Zoom account. If you don't know to find it, don't worry. We will tackle this later. If using Google meetings, we will handle that later.

Business Website (please enter https://www.yourwebsite.com) *

Full name, email and phone numbers of any persons that will act as admins for the AI CRM. Leave blank if it is you. *

Hours of Operation. Please enter each day of the week you are open and start and end hours *

Provide links to company brochures, other websites used for informational purposes, or a link to any client testimonials. If need be, please, send an email to [email protected] with more of your information.

The phone number for all scheduled meetings or in bound calls coming from the AI CRM. This could be your mobile number, or a separate office line if you'd like it.

Your Birthday Date

Your Wedding Anniversary Date

Today's Date

Congratulations and Welcome To

The Pivot Ai Team!!

Congratulations and Welcome To

The Pivotal Digital Ai Team

Your first step is to fill out the form below. We need this information in full

to create your account. If you have any questions, please call Jerry @646-799-3996

Click To Play Video Below

Your first step is to fill out the form below. We need this information in full

to create your account. If you have any questions, please call Jerry @646-799-3996

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