Client Onboarding
Client onboarding portal

Launch your roofing ad system with less back-and-forth.

One private hub for intake, Google Ads, Meta Ads, GHL/A2P, tracking, brand assets, and launch approval. Keep this tab open while using the instruction pages.

Start intake Ask for help
1 intakeCollect contacts, account IDs, service area, offers, A2P details, and launch blockers in one pass.
No passwordsGrant access through platform invites, manager links, partner access, or secure live handoff.
Open in tabsInstruction cards open separately so the intake form stays open and saved.
Launch-readyBuild campaigns, pages, tracking, workflows, and reporting around booked inspections.
Instruction pages

Open the page for the item blocking launch.

These links open in a new tab so clients can follow instructions without losing the intake form.

Google Ads

Client-owned Google Ads access

Customer ID, manager-link acceptance, billing, verification, GA4/GTM, Search Console, GBP, and LSA notes.

Open in new tab ->
Meta Ads

Business Portfolio and asset access

Business ID, Page, Instagram, ad account, dataset, domain verification, payment method, 2FA, and restrictions.

Open in new tab ->
GHL + A2P

CRM, phone, and texting approval

Business profile, A2P brand/campaign details, opt-in language, sample messages, privacy, and terms.

Open in new tab ->
Tracking

ClickFlare, Ringba, and landing pages

Domains, page tracking, number pools, call routing, click IDs, CRM attribution, and QA checks.

Open in new tab ->
Creative

Assets and offer pack

Photos, logos, proof, warranties, financing, reviews, service area, differentiators, and landing-page copy inputs.

Open in new tab ->
Launch

Final approval checklist

Pre-launch QA for billing, access, pages, numbers, events, workflows, reporting, and first-week feedback.

Open in new tab ->
Start here

Client intake form.

This form autosaves on this device. It is a V1 fallback until the same fields are rebuilt as a GHL survey/workflow.

Security: do not enter passwords, full EIN/tax ID, payment card numbers, or recovery codes here.

Roofing client onboarding packet

Complete what you can now. Missing items can be handled on the kickoff call.

Autosaves locally
Company & contacts

Use the details that should appear in accounts, billing, approvals, reports, and A2P registration.

For A2P, this should match IRS/state records.
Business model & service area

This keeps campaigns focused on the jobs, markets, hours, and service area the team can actually support.

Primary services
Ad accounts & tracking access

IDs are enough to start. We will request manager/partner access from the platforms.

Offers, proof & creative

This is what turns traffic into calls and booked inspections.

GHL / A2P compliance

A2P approval depends on accurate legal business information, clear opt-in consent, privacy/terms pages, and realistic sample messages.

Do not enter the full EIN here.
Launch review

Final operational items before buildout and launch.

Generated intake summary

Copy this into Slack, email, GHL notes, or the kickoff ticket.

Current step: 1 of 6. Replace this fallback with a GHL form or webhook after fields are approved.

Recommended operations

Use this as a private client onboarding portal.

  • Send only the portal link or the specific blocker page.
  • Move final form fields into GHL after testing.
  • Create onboarding pipeline stages for Google, Meta, A2P, tracking, assets, launch approval.
  • Never request passwords or full tax IDs through normal email.
Future GHL flow

Automate after intake submit.

  • Create/update contact and opportunity.
  • Assign internal tasks by missing item.
  • Send page-specific instruction emails automatically.
  • Trigger kickoff booking only after intake is submitted.