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Technology Setup Form

Step 1 of 5

New Client Technology Onboarding Form

Giving us access to all your marketing technology can be difficult and time consuming. We want to make it as simple of a process as possible. Therefore, please use this form to help make the process easier.

While it will take some time to complete, you're welcome to save and come back to it. In addition, feel free to let us know how we can make this process easier for you. We promise that this is one of the hardest parts of working with us... it gets easier from here!

One important thing to keep in mind is that while we recommend using LastPass.com to share your login information with us, it is not good about letting us into your accounts using their 'Launch' feature. This means that it's important that you click the 'view password' option when sharing so that we're able to copy and paste the login information.

Side note, if you aren't already using a password saving and sharing service like LastPass, we recommend it in general so that you can create very complicated passwords and not need to remember them. With a tool like LastPass, every password can be different and very hard to break while also easy to use.

Upcoming Form Sections:

1. Website Technology
2. Email Marketing Technology
3. Google Technology (Ads, Analytics, etc)
4. Social Media Account Access