ONBOARDING

CLIENT ONBOARDING

Let’s Build Your System

Complete your onboarding below so we can gather everything needed to launch your website and automation system.

Step 1 of 5 Business Info

Business Information

Tell us about your company.

Business Name

Owner / Main Contact

Email Address

Phone Number

Business Address

Service Areas

Project Details

What do you want built?

Business Type / Niche

Main Goal

Services Offered

Instant Estimate Needed?

Online Booking Needed?

Average Job Value

Competitors You Like

Branding & Content

Give us the assets and style direction.

Do you have a logo?

Preferred Style

Brand Colors

Current Website

Social Media Links

Upload Business Logo / Brand Files

You can keep adding more photos one at a time.

Upload Testimonial Images(Multiples Allowed)

You can keep adding more testimonial photos without holding Shift.

Photos / Videos / Content Notes

Automation & Access

We’ll use this to configure your system.

How Many Employees Will Access System

Admin Account Email

Employee Account Onboarding

Special Notes / Instructions

Review & Submit

Review everything before submitting.

I confirm the information is accurate.

Quick Links

Contact Information

956-247-1744

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