Onboarding/Client
Client onboarding

Start your onboarding here.

Use guidance to give access. Use intake to provide the information we need to launch.

1. GuidanceUse this when we need access to Google, Meta, GHL, tracking, assets, or launch approval.
2. IntakeProvide company, market, access, offer, asset, A2P, and launch details.
No passwordsOnly IDs, links, and status details. Access is granted inside each platform.
Faster launchComplete what you can now. Missing items can be handled on the kickoff call.
Start here

Choose the part you need.

Most clients should complete intake first. Use guidance when a platform asks for access approval, IDs, billing, or verification.

Guidance

How to give us access

Instructions for Google Ads, Meta Ads, GHL/A2P, tracking, creative assets, and launch approval.

Open guidance ->
Intake

Provide onboarding information

Company details, target market, ad accounts, assets, SMS/A2P details, and launch blockers.

Open intake ->
Security

Do not send private login details.

  • No passwords.
  • No recovery codes.
  • No payment card numbers.
  • No full EIN/tax ID in normal forms or email.
  • No personal Facebook or Google login credentials.
Better access methods

Use platform access instead.

  • Google Ads manager-account request.
  • Meta partner access through Business settings.
  • Admin invites when manager/partner access is unavailable.
  • Secure live handoff for sensitive details.
  • Shared Drive/Dropbox/OneDrive folders for assets.