First and Last Name.

Logo (If you don’t have one we can use our standardized font.)

An embeddable link (youtube, vimeo, wistia etc.) to your Private Money Presentation Video (as taught by Amy, if you don’t have one, see here) .

Private Money Presentation Deck as a PDF (as taught by Amy, see here if you don’t have one)

The email where you want us to send you leads and their contact information (reach out to us at concierge@ushipatel.com if you would like to upgrade and integrate your form with your CRM).

Bio (as modeled by Amy), no more than 175 word count.

Branded Headshot (Don’t have one? Here’s a free guide on how to hire a photographer and get an amazing shot every time).

A link to your scheduler, for example Calendly

At least 3 testimonials with a first name and last initial, plus a photo.