If you have any questions, please email, text, or call us!

[email protected] or 850-750-0108

Client Onboarding Guide:

If there are any items you do not have, you can leave it blank.

Full Name

Personal Email *

Personal Phone Number: *

Business Name *

Business Email

Business Phone Number

Address

Street Address

City

State

Postal code

Social Media Handles

Please fill out the social media links that are applicable to your business.

Social Media Links

Instagram
Facebook
Youtube
Twitter

Logins

Please fill out your different logins below. If you do not have one of the softwares, please leave it blank.

CRM Login (MailChimp, ClickFunnels, Kajabi, etc.)

Host:
Username
Password

Domain Login (GoDaddy, Bluehost, etc.)

Host
Username
Password
Domain

Other logins we might need (Zapier, Zoom, Website Builder, etc.)

Platform
Username
Password

Please upload a file or google document of these below.

NOTE: If you do not have a Privacy Policy AND a Terms and Conditions, follow these instructions to create one: Instructions

Terms & Conditions

Disclaimer

Contracts

Please add all contracts/agreements applicable to your business.

Brand Kit

Website URL:

Logo Files

Please upload all logo files you have.

Supporting Images

Upload any other images you think we might need (ex. team photos, products, graphics, etc.)

Please Provide Brand Colors (Color Codes if Available):

Color 1
Color 2
Color 3
Color 4

Please Provide Brand Fonts:

Font 1 (Titles)
Font 2 (Paragraph)

Please add anything else that you think we may need here:

By checking this box, I consent to receive messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.