Client onboarding form
Fill this out completely so we can build your system without needing to go back and forth. This should take about 15 to 20 minutes. The more detail you give us, the better your setup will be.

Section 1 — BUSINESS BASICS

Legal Business Name *

Business Owner Full Name *

Business phone number *

Business email address *

Address

Street Address

City

State

Country

Enter your country

Postal Code

Existing website (if any)

Industry / type of business *

Section 2 — BRAND ASSETS

Upload your logo *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF PNG or SVG preferred, high resolution. If you have multiple versions (dark/light), upload both.

Business photos or team photos

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF These will be used on your website and funnels. Upload as many as you have. Upload before and after photos.

Brand colors

List your hex codes if you know them, or describe (e.g. navy blue, white, gold).

Brand font

This is optional. Leave blank if unsure.

Section 3 — A2P COMPLIANCE & PHONE REGISTRATION
This section is required so your business phone number can be registered for texting. Without it, your text messages may be blocked or flagged as spam. This is a one-time government compliance requirement, not something we control.

EIN (Employer Identification Number) *

You can find this on your IRS confirmation letter (CP 575), your tax return, or any official IRS document. Format: XX-XXXXXXX

Business entity type *

Select entity type

Select the one that matches your official registration.

Upload IRS document showing your legal business name *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF We need to see the exact business name as it appears on file with the IRS. This is needed to make sure everything matches during registration. Please upload a clear photo or screenshot of your CP 575 letter, SS-4 form, or any official IRS document where the business name is clearly visible.

How do your clients currently agree to receive texts from you? *

For example: they fill out a form on your website, they sign a contract, they verbally agree, etc.

Section 4 — SERVICES YOU OFFER
List each service you offer. We use this to build your funnel, your automations, and your website content correctly.

Service name

List all your services offer, e.g. Service Name - Starting Price - Typical Ducation

Do you offer packages or bundles?

If yes, describe them briefly.

Section 5 — YOUR IDEAL CLIENT

Who is your ideal client? *

Describe them — their industry, role, location, or situation. The more specific, the better.

What problem does your ideal client have before they hire you? *

What result do your clients get after working with you? *

Section 6 — CLIENT JOURNEY

How do leads currently find you? *

Referrals

Facebook/Instagram

Google search

Paid ads

Nextdoor/Yelp

Cold outreach

Check all that apply.

Walk us through what happens after someone reaches out to you *

Step by step, from the moment they contact you to the moment the job is done. Be as detailed as possible.

Do you do discovery calls or consultations?

Select an option

How long is a typical consultation?

How do you close the sale? *

Do you send a proposal, have them sign a contract, take a deposit? Describe your process.

What happens after they become a client? *

Describe your onboarding or delivery process once someone pays.

Section 7 — COMMUNICATION PREFERENCES

How do you prefer to follow up with leads? *

Select an option

How quickly do you usually respond to new leads? *

Business hours *

Do you want automated follow-up messages?

Select an option

Anything specific you do NOT want automated or sent to clients?

Section 8 — YOUR GOALS

What is the #1 problem you want this system to solve for you? *

What does success look like for you in the next 90 days? *

Anything else we should know before we start building?

Client onboarding formFill this out completely so we can build your system without needing to go back and forth. This should take about 15 to 20 minutes. The more detail you give us, the better your setup will be.

Section 1 — BUSINESS BASICS

Section 2 — BRAND ASSETS

Section 3 — A2P COMPLIANCE & PHONE REGISTRATIONThis section is required so your business phone number can be registered for texting. Without it, your text messages may be blocked or flagged as spam. This is a one-time government compliance requirement, not something we control.

Section 4 — SERVICES YOU OFFERList each service you offer. We use this to build your funnel, your automations, and your website content correctly.

Section 5 — YOUR IDEAL CLIENT

Section 6 — CLIENT JOURNEY

Section 7 — COMMUNICATION PREFERENCES

Section 8 — YOUR GOALS

Client onboarding form
Fill this out completely so we can build your system without needing to go back and forth. This should take about 15 to 20 minutes. The more detail you give us, the better your setup will be.

Section 3 — A2P COMPLIANCE & PHONE REGISTRATION
This section is required so your business phone number can be registered for texting. Without it, your text messages may be blocked or flagged as spam. This is a one-time government compliance requirement, not something we control.

Section 4 — SERVICES YOU OFFER
List each service you offer. We use this to build your funnel, your automations, and your website content correctly.