OCEAN Leads Group Application Form SharePlease enable JavaScript in your browser to complete this form.Section 1: Basic InfoFull Name *Company Name *Email *Phone *LinkedIn URL *Website / URLSection 2: Your Category Seat ideal / Final Which category are you applying for? *— Select Choice —Commercial Insurance Broker (P&C)CPA / Tax StrategistBusiness Banking / SBA LenderBusiness Attorney (General Counsel / Contracts)Financial Advisor / Wealth ManagerHealth Insurance Broker (Group / Individual)Bookkeeper / Controller ServicesHR / PEO Consultant (perfect for Insperity)IT Managed Services / CybersecurityRecruiter / Staffing AgencyFractional CMO / Marketing StrategistSEO AgencyPaid Ads Specialist (Google + Meta)Website Developer (WordPress / Shopify)Video Production / Content StudioPR / Media RelationsCopywriter / Email Marketing SpecialistBranding / Graphic DesignCommercial Real Estate BrokerResidential Real Estate Agent (OC focus only)Mortgage BrokerPayroll ProviderMerchant Services / Payment ProcessingExecutive Coach / Leadership CoachCorporate Events / Team Building / Event PlannerOTHERIf Other, what category is your business?Briefly describe your services (2–4 sentences) *Do you currently offer any services that overlap other categories? *YesNoIf yes, please explain.Section 3: Credibility / FitHow long have you been in business? *— Select Choice —0–1 year1–3 years3–5 years5–10 years10+ yearsWhat is your ideal client? *What’s your average deal size / annual client value?Where do you primarily serve clients? *Orange CountyLos AngelesInland EmpireSan DiegoRemote / NationwideSection 4: CommitmentAre you able to attend weekly meetings consistently? *YesNoAre you comfortable with a 6-month minimum commitment? *YesNoHow many referrals/intros can you realistically provide per month? *01-23-56-1010+Section 5: Final NotesWhy do you want to join this group? *Anything else we should know?Checkbox Acknowledgment *“I understand this is a category-exclusive group and acceptance is not guaranteed.”Submit Application Share
