Client Onboarding

Let's get you set up.

Complete the steps below so we can build your first week of content and get your system running.

Your Business

Basic info so we can tailor everything to your company.

Company name

Owner / contact name

Phone

Website URL

Tell us what you do and who you serve so we can write content that converts.

Services offered

AC Install AC Repair Heating Maintenance / Tune-ups Emergency Service Indoor Air Quality Ductwork Other

Target service area City, metro area, or zip codes you cover

Ideal customer description The more detail, the better we can target your content

Upload your logo and share brand colors so every post looks like you.

Primary brand color

Secondary brand color

Logo upload

Transparent PNG or vector preferred

Brand notes

CRM name & access instructions Leave blank if not applicable. We keep all credentials encrypted and confidential.

Review your details, then complete your subscription to activate your account.

Submit your intake below. Marcus will review everything and reach out within 24 hours to confirm your plan and get your system set up.

Month-to-month · Cancel anytime · No long-term contracts