Client Onboarding

Basic Business Information

Business Name

Business Owner Name

Job Title / Role

Email Address (primary login)

Phone Number (business contact) *

Email *

Business Address

City

State

Country

Postal Code

Website URL

What social media accounts do you have for your business? (Check all that apply)

Google My Business

Facebook

Instagram

Youtube

Tik Tok

Note: We’ll eventually need access to your social media accounts (like Facebook, Instagram, or LinkedIn) to set up posting and analytics. You don’t need to share them yet—this is just so you can get your logins or permissions ready when we reach that step.

Business Details & Brand

Business Industry / Niche

Fonts (if any)

Brand Colors (Hex codes)

Domain & Email Setup

Business Email to Use

Domain Name (if yes)

Do you already own a domain?

Yes

No

Registrar Access (GoDaddy, Namecheap, etc.)

Note: We’ll need access to your domain registrar and hosting accounts to complete setup. Just a quick heads-up so you can start gathering any logins or passwords you might need to share when we reach that step.

Logo Upload (PNG preferred)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Communication Setup

Business Phone Number (for call forwarding / tracking)

Additional Notes