Client onboarding

Let's set up your system

This takes about 10 minutes. We'll use it to brief your build, set up your access, and lock in how you'd like us to communicate going forward.

01Business & contact

Business name *

Your name *

WhatsApp number *

Email *

Website / Instagram / Facebook handles *

Years in business

Current monthly revenue

02Your offer

What do you sell, and at what price point? *

Anything else we should know about how you currently win clients? (optional)

03Brand & voice

Link to logo files / brand assets (Drive, Dropbox, etc.) *

Brand colours (hex codes if you have them)

Three words to describe your tone of voice *

Link to content you're proud of (posts, reels, past captions — helps us match your voice)

04Current systems & access

I'll grant Instagram/Facebook admin access within 48 hours of signing

How would you like to share access? (Meta Business Suite invite, login details, etc.)

Existing CRM (if any)

Email platform in use (if any)

Do you have an existing funnel or lead magnet?

05Goals

What does "this is working" look like to you in 90 days? *

06How you'd like us to communicate

Pick what suits you best for each — you can always request a live call for a specific session if something urgent comes up.

Bi-weekly coaching session

Your regular check-in covering profile, content and overall strategy.

Live call

Loom video

Performance & data reporting

How we walk you through funnel and content results.

Live call

Loom video

Preferred contact days/hours (within our 9–5 window)

Day-to-day point of contact (if not you)

Please fill in the required fields marked *.

You're all set