Client Onboarding: Account & Brand Details


To ensure a seamless onboarding experience with Clutch Media, please provide the requested details regarding your website, CRM, and brand assets in this form. Please complete each section to the best of your ability.

Security Note: To maintain data integrity and security, please do not submit passwords here. We will handle platform integrations separately via our secure link, and will schedule a call for any manual credentials.

Website

* Please indicate if other
Please enter your website platform
eg. Bluehost, SiteGround, Crazy Domains, DreamIT Host. Please indicate if you are not sure.
* Please specify if other.

CRM Setup

eg. Mailchimp, Brevo, Klaviyo
Please specify if other
Eg. Shopify POS, Retail Express, Lightspeed, Square, etc.
Please specify if other
Please list out staff and include full name and email addresses.

LeadsPlus is our central marketing and CRM platform. Depending on your chosen service package, this dashboard allows you to track incoming leads, view campaign metrics, or manage features like your email marketing and social media calendar. Please list any team members who will need their own login.

Branding / Design

You can select multiple options.
You can upload multiple files. Please upload compressed/zip folders.