CLIENT ONBOARDING CHECKLIST

Please complete the Simple Fast Funnels Onboard Form. This gives our development team the information to build your shiny new website. We’ve provided the standard pages most people choose, feel free to adjust and modify as you like. If you don’t know what content you want, let us know and we can make some suggestions for you to write up OR we can create with AI. AI is a last alternative since it’s not seen as original content when you begin marketing. Lets gooooooo!

Website

Do you currently own a domain, and what is it?
Which domain or sub domain you want to use?

Can you please give access to your hosting website at [email protected], so I can configure your domain?

Customization

If you want your website to stay the same, we can take all information from the existing site. If you’re starting from scratch, we need more information… We need copy (all the written content) for your home page, privacy policy, terms of service and other pages we will be building for you. This might seem overwhelming, don’t worry, we will help you through it! If you’re still in the idea phase, we suggest finding a website that you like from another company for ideas. Type up the copy you want, provide the photos and make a plan for how you want it to look. Sometimes the easiest way is to sketch it out on paper and email us the copy and the sketches so we can bring your dream to life.

So if you’re starting from scratch sketch out all the pages, label them, type up copy for us, and provide images that you want used, color schemes, example sites etc and upload the files here (Upload .zip/.rar File)

Additional information such as – color scheme, logo preference, pictures

Sign up for stripe (if website using payments)

Sign up (https://stripe.com)

You will need stripe to accept payments online or using mobile

Use Invite team member to invite me to your account so I can configure it. (It can be removed later)

Facebook and Instagram

FB must be a business page

Get login details for FB and IG so you can integrate them to the system.

Link your Google My Business link

To create one, click here (https://business.google.com/create)

Get your link here https://business.google.com/ > info > share your business profile

Calendar Integration

Requirements regarding your calendar systems.

Gmail Id
Working Hours
Duration of appointments, & how many a day

Personal Information

Full Name

Email ID you used to signup Simple Fast Funnels *

AFTER completing all the forms, you’ll submit the information here. If you have trouble uploading any of the information for your website or you have some questions, email us at [email protected] so we can help keep you moving along.

Once we have this information you’ll schedule an onboarding call with us. For the safety of your information and passwords, one of our experts will walk you through integrating your payment account, domains, social media accounts etc. We’re here with you every step of the way to make sure you’re up and running.