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Initial Onboarding QUICK START Steps!

Step 1: Complete Onboarding Survey

Lets set you up for success! 📈🏆

STEP 1: Please include as much information as possible; this will help us get the party started a lot faster than if we were to email back and forth to gather everything needed to get you set up.

Best number to contact you

Your Business Info

STEP 2: Just a few details needed to setup your phone system for appointment setting.

Please use a valid address linked to your business.
We need this for A2P compliance. Enter the exact business name, as registered with the Government and mentioned in your tax documents (W2, W9 or CP 575).
SKIP IF YOU AREN'T ON AN SEO PLAN

Your Brand Information

STEP 3: WOW... You're halfway to the finish line! 🏁

Your Brand Info (Pt.2)

Your Brand Assets

Please include PNG format.
Include any: Video testimonials, Case Studies, Photos of results, Certificates, and Awards.
Please include names, emails, phone numbers, and home address (optional). We will use this information for your reactivation, reviews, and referral campaigns.

Your Account Access

STEP 4: You've Reached The Final Boss 👾😉

Please include: Website Login, Admin URL (WordPress, SquareSpace, Wix, etc), Username/Email, and Password.
We will need access to your DNS settings to setup our system. Please Include: Provider URL (godaddy.com, namecheap.com, etc.), Username/email, and Password.
If "Yes" go to https://business.facebook.com/settings/partners/. Please add us as a new partner using our business ID: 734381467396069. We will need full access to your Pages, Ad Accounts, Instagram Account, and Datasets (Pixels). If "No" we will set this up with you.
*ONLY ANSWER IF WE'RE MANAGING YOUR GOOGLE ADS: If you are, please enter your account ID. e.g., 123-456-7890. If not, we will help you set this up to manage your Google Ads.
*ONLY ANSWER IF WE'RE MANAGING YOUR GOOGLE ADS: If "Yes" please invite [email protected] as an "Editor". (Click here to learn how: https://support.google.com/analytics/answer/1009702?hl=en#zippy=,in-this-article). If "No" we will help you set this up to track your website activity.
*ONLY ANSWER IF WE'RE MANAGING YOUR LOCAL SEO: If "Yes" please add [email protected] as a "Manager" (Click here to learn how: https://support.google.com/business/answer/3403100?hl=en)
*ONLY ANSWER IF WE'RE MANAGING YOUR LOCAL SEO: If "Yes" please invite [email protected] as a "Full User". (Click here to learn how: https://support.google.com/webmasters/answer/7687615?hl=en#zippy=,add-or-remove-users-or-delegated-owners). If answer is "No" we will help you set this up to track your search data.
*ONLY ANSWER IF WE ARE MANAGING YOUR GOOGLE ADS/LOCAL SEO: If "Yes" please invite [email protected] as an Admin with Container Permission as "Publish". (Click here to learn how: https://support.google.com/tagmanager/answer/6107011?hl=en). If answer is "No" we will help you set this up.
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Step 2: Download Communication Channel

CLICK HERE TO DOWNLOAD SLACK

You can skip this step If you already have Slack, this will be our main communication channel, which you can use to reach us anytime, Mon-Fri, 9 a.m.–5 p.m. EST. We will send you an invite during our onboarding call.

Step 3: Bookmark Client Portal

Bookmark and save your client portal: app.majorscale.ai
*We will email your login credentials after our onboarding call once your account is setup

*Make sure you complete steps 1-3 before proceeding.