Client Onboarding Portal
Let's Get Your System Built the Right Way
This portal walks you through everything we need to set up your system correctly. You can complete the steps at your own pace, and our team will use this information to build your revenue system accurately.
Client Onboarding Portal
Let's Get Your System Built the Right Way
This portal walks you through everything we need to set up your system correctly. You can complete the steps at your own pace, and our team will use this information to build your revenue system accurately.
Your Onboarding Steps
STEP 1
Business & Contact Information
Tell us about your business, primary contact, service area, and basic company details.
STEP 2
Team Setup
Download the team template, fill in your users, roles, emails, phone numbers, permissions, and notification preferences.
STEP 3
Submit Team Information
Once you've completed the Team Setup Template, upload it here for review. We'll use this information to configure your team, permissions, notifications, and system access
STEP 4
Schedule Your Kickoff Call
Once you’ve completed and submitted all onboarding requirements, schedule your kickoff call with our team. During this session, we’ll review your information, confirm project priorities, establish timelines, and discuss the next steps for implementation.
10–15 Minutes to Complete
Most clients complete this in 10–15 minutes. You can complete everything now or return to this page anytime.
Need Help?
If you’re unsure about anything, complete what you can and we’ll review the rest with you during onboarding.
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