Onboarding Form

Business Name *

Website *

Primary Contact Name *

Primary Contact Email *

Best Phone Number *

Address

Street Address

City

State

Country

Postal Code

Who is the primary decision-maker for content approvals? (Name + Email) *

Who else should be included in communication? (Name + Email for each) *

Who will appear on camera? *

Owner

Partner

Staff

Multiple Team Members

Name & Email for Frame.io & GHL login (Only one) *

Email(s) to invite to your dedicated Slack channel *

Who is your ideal customer?

Top 3 services you want to highlight?

Common customer questions you get asked

Competitors marketing you admire (optional)

Is there anything else our team should know to serve you better?

I understand timely feedback and content access are required to maintain production timelines.