Advisor Intake — Sales Homie

Sales Homie

Advisor Intake

Step 1 of 5 — Engagement type

Step 1 of 5

How will you go to market?

This shapes your branding, email options, and how you're introduced to clients.

Please select an engagement type to continue.

Step 2 of 5

Your information

All information is stored securely and used only for your advisor record and agreement.

First name *

Last name *

City *

Title / Role *

State *

Personal email *

Phone *

LinkedIn profile URL *

Branded advisor details

Your brand / company name *

Co-branding preference

How your brand is presented alongside Sales Homie — e.g. "Delzer Sales Consulting, in partnership with Sales Homie"

Please fill in all required fields.

Step 3 of 5

Choose your @saleshomie.com email

Sales Homie will provision your email address in Zoho. Choose the format that works best for you.

As a Branded Advisor, a @saleshomie.com email is optional. It can be useful for client communication that involves Sales Homie directly.

I'd like a @saleshomie.com email addressOptional for Branded Advisors

Your name for the email *

Preferred format

Your email will be: first@saleshomie.com

Please complete your email preference.

Step 4 of 5

Documents

Upload what you have now. Anything missing can be added later — we'll send daily reminders until everything is on file.

All three agreements must be signed and all insurance certificates must be on file before Sales Homie can:

1. Issue your @saleshomie.com email address
2. Post your profile on the Sales Homie advisor page

Upload what you have now — anything missing can be added later and we'll send daily reminders.

Advisor AgreementRequired — will be sent separately by Sales Homie

Compensation Plan AgreementRequired — will be sent separately by Sales Homie

W-9 Tax FormRequired before first payment

GL Insurance COI$1M/$2M — Sales Homie LLC as additional insured

E&O Insurance COI$1M — Sales Homie LLC as additional insured

Cyber Liability COI$500K — required if handling client data (optional otherwise)

Step 5 of 5

Review & submit

Make sure everything looks right before submitting. You can go back and edit anything.

I confirm that all information provided is accurate and complete to the best of my knowledge. I understand that Sales Homie will reach out regarding any missing documents or next steps.

Please confirm the accuracy of your information to submit.

Submitting your application...

🎉

You're in the system!

Your advisor application has been submitted to Sales Homie. Nate will review your information and follow up within 1 business day.

You'll receive your advisor agreement and compensation plan agreement by email for signature.

Still needed from you

We'll send you daily reminders until these are received.