Onboarding

This tool has been built specifically to smooth the Onboarding journey for new clients. It gathers all the info we need in one place, to support customers into the future.

Thanks for taking the time to complete this form, which is designed to streamline the time needed to gather preliminary data – for clients and for ourselves. It’s also a more secure way to share passwords etc. and it means we’ll have them handy if you need them into the future.

As you can only access and submit the form once, it’d be useful to have the following info. to hand before you start….

  • Company Details ie. Legal name, Address, phone no. etc.
  • Hosting Login Details
  • File Transfer Protocol (FTP) Access
  • Google Analytics Login Details (or grant access to us – process explained in form)
  • Google Tag Manager Login Details (or grant access to us – process explained in form)
  • Relevant Social Media Account/Hootsuite Login Details

It’s not essential to have all these details to submit the form but the more information you can supply initially, the easier the onboarding process will be.

Thanks again and we look forward to working with you!