INTERNAL ONLY

New Client
Setup Wizard

Complete all fields to generate the client's setup sheet

Client Onboarding

Basic contact and company details used for pre-fill matching.

First Name *

Last Name *

Email *

Phone *

Company Name *

Website *

Full Address *

Primary industry category for service pairing.

Niche *

Visual identity assets for portal customization.

Logo URL

Primary Brand Color

Secondary Brand Color

Tagline

Core platform links for the client dashboard.

Admin URL

Customer Portal URL

Intake URL

Thank You URL

Business logistics and reputation management links.

Google Review Link

Service Area

Business Hours

Specific offerings provided by the client.

Client Service Types

The setup sheet email will also include recommended service types for the selected niche alongside what you enter here.