New Client Onboarding
Triggers SH 1.0 → Row Forge → CSM Assignment → Delivery Pipeline
🏢 Business Details
Business Name *
Contact Name *
Email *
Phone
Website
Instagram
Location
Years in Business
📦 Package & Services
Package
Select package...
Starter (£500/mo)
Growth (£1,000/mo)
Scale (£1,200/mo)
Premium (£1,500/mo)
Custom
Monthly Ad Budget (£)
Contract Length (months)
Lead Source
Select...
Instagram DM
Facebook
Cold Outreach
Referral
Website Enquiry
LinkedIn
Other
Services Included
Facebook/IG Ads
Google Ads
Landing Page Build
CRM Setup (GHL)
Email Sequences
SMS Flows
Call Scripts
Creative/Video
Full Done-For-You
🎯 Client Intel
Treatments / Services Offered
Target Audience
Current Challenges
Goals (First 90 Days)
Previous Marketing Experience
⚙️ Technical
Facebook Ad Account ID
Google Ad Account ID
GHL sub-account access granted
📝 Internal Notes
🚀 Onboard Client & Start Pipeline