Completing the questions below is crucial for a smooth onboarding experience and successful account setup. The more organized and prepared you are, the better we can serve you.

GENERAL INFORMATION

Friendly Business Name

Legal Business Name

Business Email

Business Phone Number

Business Website

Business Street Address

City

State

Country

Postal Code

Time Zone

First Name

Last Name

Business Type

Corporation

Sole Proprietor

LLC

N/A

EIN or Tax ID

Business Hours

Business Opening Date

Google Business Profile Link

Business Logo

Upload Your Business Logo Here (if applicable)

Secondary Logo / Favicon

Upload Your Secondary Logo / Favicon Here (if applicable)

Contract

Upload Your Client Contract Here (if applicable)

Invoice Tip Option

ELEVATE + ACCELERATE

Note: Only fill out the following section if you subscribed to the Elevate or Accelerate plans

Calendar Type(s)

Calendar Login URL

NOTE: BRING CALENDAR USERNAME AND PASSWORD TO ONBOARDING CALL

Social Media Links

3-5 Client Testimonials

Choose your Lead Magnet

10-Step Guide to Declutter Your Home in a Weekend

The Ultimate Organizing Checklist for Every Room

Top 5 Mistakes Clients Make When Decluttering on Their Own (and How to Avoid Them)

Seven Secrets to Organize like a Pro

Do you want to change your website template colors? If yes, enter your HEX color codes below.

ACCELERATE

NOTE: IF YOU SIGNED UP FOR THE ACCELERATE PLAN WE NEED YOU TO ADD US AS ACCOUNT ADMINS ON YOUR GOOGLE BUSINESS PROFILE, GOOGLE ANALYTICS, AND GOOGLE SEARCH CONSOLE; WE'LL BE IN TOUCH WITH ADDITIONAL INSTRUCTIONS ON HOW TO DO THIS

OVER TO YOU

Do you have any concerns or worries?

Anything else we should know?

IMPORTANT ACCOUNT INFO

In order to get the most out of our system we need to connect the following accounts. Please bring the account info below to your onboarding call so we can connect everything in-person (and keep your accounts secure!):

DOMAIN HOST (i.e. GoDaddy), USERNAME, AND PASSWORD → to send emails from our system
WEBSITE USERNAME AND PASSWORD (if you are keeping your own website) → to connect lead contact form, etc.
SOCIAL MEDIA ACCOUNT USERNAMES AND PASSWORDS → to connect the Social Planner
PAYMENT PROCESSOR (come prepared with your Stripe or Paypal Business Account if you plan to use the invoicing feature) → so you can get paid!

Thank you for your time and attention. Once you hit submit, you’ll be redirected to our calendar to schedule your onboarding call. Rest easy knowing we’ll take it from here.

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.

Privacy Policy | Terms of Service