Pearl Collective Welcome Call Report Δ Pearl Collective Program*Mastery BoardroomBoardroomCoachingPrivate VIP DayVIP ExperienceSubmitter (conducted the Welcome Call)*DanielErinKallieOther Team MemberPrimary's Name* First Last Title*Email AddressPlease confirm this address is the one registered in Infusionsoft for this contact. Cell Phone*Office PhonePreferred Communication Method*Call (Office)EmailCall (Cell)TextOtherPreferred Communication Method - OTHERYou selected OTHER for preferred communication method. Please describe your preference.Birthday - Month/DaySignificant Other/Spouse:Significant Other/Spouse Cell PhoneAnniversary Date - Month/DayChildren's Names and AgesChild's NameChild's Age Pets (dogs, cats, goldfish) SIC (Second in Command) NameSIC (Second in Command) TitleWho should we contact for scheduling?Scheduling Contact Name*Scheduling Contact Email Address* Scheduling Contact Cell PhoneWho should we contact for financial updates?Financial Contact Name*Financial Contact Email Address* Financial Contact Cell PhoneBusiness Information:Billing AddressThe billing address should have already been entered from the Program Order Request form. Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Office PhonePreferred Shipping Address*During onboarding, the client should be specifically asked their preference for shipping items to them. Same as previous Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Alternate Address Same as previous Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Website InstagramPinterestLinkedInFacebookYear Business Started*Other InformationWho will be attending your VIP with you (if applicable)?How many rooms will you need for retreats?What do you enjoy drinking?(Coffee (flavor if Starbucks), tea (flavor), sparkling water, still water, soft drinks, wine, beer, cocktails, other)Favorite ColorFavorite Foods (Nationalities)Favorite DessertFavorite SnacksAny food allergens or preferences (Vegan/Vegetarian?)Favorite BookFavorite MusicFavorite FlowerFavorite MovieFavorite IndulgenceAre you a learner? Yes No Are you a rule follower? Yes No Do you listen to podcasts? Yes No Do you like to read? Yes No What do you like to read?Do you prefer to listen to audible books? Yes No What industry events do you attend?On a scale of 1 - 10 - how comfortable are you with technology? 1 2 3 4 5 6 7 8 9 10 Notes