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.

Start Step 1

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.

Upload Team Template

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.