Your Agency Welcome Intake

Welcome to Carrot. Before we jump into the tools, we want to know a little about you and your agency — who you serve, what you're building, and the best way to reach you. It's short, it saves as you go, and what you tell us shapes how our team supports you from here.

Why we ask

The people who help you at Carrot — your CX team — use these answers to tailor your onboarding, follow-ups, and check-ins. A brand-new agency needs different support than one bringing over an existing book of clients, and knowing your market lets us point you at the right playbooks. Fill this out once and it lives with your record forever — no repeating yourself on every call.

What the intake covers

The wizard walks through a handful of short questions:

• Your primary market. The industry your agency mostly serves — Real Estate, HVAC, Roofing, and so on. If your niche isn't listed, choose Other and tell us in your own words.
• Your agency type. Are you brand-new, already running an agency, or building on top of an audience or membership? Each option is described in full so you can place yourself in the one that fits — and we ask a couple of follow-ups based on which you pick.
• How you prefer to hear from us. Text or email. If you choose text, we'll ask for your mobile number and an explicit opt-in — no consent, no texts.
• A template question. Whether you'd like a personalized agency client template. Just recorded for your CX team to follow up on.
• Anything else you want to share. A free-text field, optional.

Save and finish later

You don't have to complete the whole thing in one sitting. Your answers save as you go, so you can close the wizard and come back later — we'll drop you right where you left off. Until the intake is complete, your agency dashboard shows a small reminder callout so nothing gets lost.

Who fills it out

The intake is presented to agency owners and admins — the people making decisions about the agency. Only one person needs to finish it; once it's submitted, the reminder clears for everyone on the team.

After you submit

Once the intake is submitted, the customer-side edit closes — the answers lock into your agency's record. If something changes (a new market, a new phone number, an updated communication preference), your CX contact can update it for you. Just reach out.

Frequently asked questions

Do I have to fill it out right now?

No. Dismiss it and finish later — the reminder stays on your dashboard until it's done. But sooner is better; it's how CX gets to know you.

Can I edit my answers after submitting?

Not from your side. Once submitted, changes go through your CX contact. Reach out any time and they'll update it.

What if my market isn't in the list?

Choose Other and describe it. When we see the same "Other" answer show up often, we add it as a proper option.

I chose text — why do you need my mobile number and an opt-in?

Text messaging is regulated. We can only text you if you give us an explicit yes and a number to reach you at. If you'd rather not, email works just as well.