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Client onboarding

Let's get your account set up

This form collects the details and account access we need to start work on the services you purchased. It takes about 10 minutes. If you hit a question you can’t answer, enter “Unsure” and we’ll sort it out together at your kickstart meeting.

General Information

Services Purchased
Select all services you are purchasing. Your selections will unlock the relevant sections below.

Business Overview

Client Type
This tells us whether to create a fresh workspace or add to your existing account.

What happens after you hit submit

You’ll get a confirmation email right away. Shortly after, we’ll send a link to upload your logo, photos, and branding materials, plus a scheduling link to book your kickstart meeting.
If anything on the access side is still open, we’ll send you simple step-by-step instructions for granting us access to accounts like your Google Business Profile or Analytics. No passwords needed, and most steps take under a minute. Anything still unresolved gets tied up together at your kickstart meeting.
Stuck on a question right now? Enter “Unsure” and keep moving. Need help with the form itself? Reply to your onboarding email or call us at 440-503-1508.