Onboarding/Client/Intake
Client intake

Provide the information we need to launch.

This intake supports Google Ads, Meta Ads, GHL/A2P, tracking, assets, and launch approval.

AutosavesThe form autosaves locally on this device.
Submits to GHLUse Submit intake to send details into the onboarding workflow.
No passwordsDo not enter passwords, card numbers, full EIN/tax ID, or recovery codes.
Missing is fineComplete what you can now. We can handle blockers on kickoff.
Intake forms

Client intake form.

Provide the details we need for GHL, A2P, Google Ads, Meta Ads, tracking, creative assets, and launch approval.

Security: do not enter passwords, full EIN/tax ID, payment card numbers, recovery codes, or API credentials 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. Submit securely to the onboarding team or use the email fallback if anything looks off.

Need help?

Use the guidance page for access instructions.

If you are stuck on Google Ads, Meta, GHL/A2P, tracking, assets, or launch approval, use the guidance page.

Open guidance
Reminder

Keep ownership of your accounts.

We request access through the platforms. Your company keeps ownership of its ad accounts, pages, billing, and assets.