Client onboarding

Client Systems Access & Onboarding Form

Provide your core business details and platform access so The Elevated Agency can set up and optimize your systems.

Client & business information

These details help us configure your systems and communication correctly.

Company name*

Primary contact name*

Role / title

Email*

Phone

Website URL

Main service area / location

CRM & automation platforms

List any CRM or automation tools you use (for example: HighLevel, HubSpot, Salesforce, ActiveCampaign, other).

Current CRM(s)

Automation tools (workflows, sequences, bots)

How you currently track leads

Notes about ownership or admin access

Website, hosting & domain

Provide access or details for your website, hosting, and domain so we can connect forms, tracking, and funnels.

Website platform

Hosting provider

Domain registrar

Analytics tools

Notes about existing forms or landing pages

Other tools & integrations

List any other tools connected to your marketing, sales, or client experience (email platforms, scheduling tools, review tools, file storage, etc.).

Email marketing platform

Scheduling tools

Review platforms

File storage

Any integrations or automation tools

Access preferences

Tell us how you prefer to grant access.

Add Elevated Agency as a user/adminShare via secure password managerProvide temporary credentialsOther

Client acknowledgment & trust statement

By providing access, you confirm that The Elevated Agency will only use your systems for the agreed scope of work.

We will not make major changes to live campaigns, pages, or workflows without your approval.

You remain the owner of all accounts and can revoke access at any time.

Approval

Authorized contact name

Company name

Date

Signature (type your full name)

If needed, we can also send this form as a PDF for signature.

Confidential — The Elevated Agency