Onboarding Forms - New Client or Project

Onboarding Forms - New Client or Project

Once you sign the agreement here's the process:

1. You will receive an Invitation to your Client Portal (invoicing system).

2. Please click the GREEN ACCEPT BUTTON and create your password to log into your account.

2. You can update your credit card on the account and make your first payment.

3. Within 2 - 3 Business Days you will receive your onboarding forms, complete them within 2 - 3 days.

4. You will receive an invitation to schedule your official Project Launch.  

5. This will be your official project launch date and estimated timelines will be established for the project.

6.  Create your account on our help desk system to manage project communications and tasks.


REQUIRED ON BOARDING FORMS:  The goal is to transfer your tribal knowledge, wants & unique business characteristics to our project teams.

  1. CONTRACTOR CLIENT SERVICES AND TARGET LOCATIONS

  2. CLIENT PROFILE FORM

  3. TECHNICAL ACCESS FORM

  4. MARKETING ACCESS FORM

  5. Additional forms may be required depending on your subscriptions - You will receive them via email.


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