Business intake

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Business intake

Collect the information and assets required for an informed, secure onboarding call.

Tell us about your business

Complete a focused intake so the team arrives prepared for your onboarding call.

Access is handled during your onboarding call
The intake does not collect passwords. We'll help you connect Google Business Profile and selected social accounts securely during the call.

Have these ready

Google Business Profile access
Bring access so we can connect the right local presence securely.

Social channels to connect
Choose the accounts you want included in the managed workflow.

Real business photos
Upload during intake, or prepare them for the onboarding call.