Client Onboarding Form

Start Your Onboarding process by filling out the form below

General Information

First Name

Last Name

Email *

Phone *

Franchise Brand *

Store Name

Location Address *

Billing Address *

Shipping Address *

Captcha

Location & Services Overview

Are you currently open, in pre-sale, or launching soon? *

What services or modalities do you ofer? *

If applicable, please list any additional services you provide.

What is your primary business model? *

If applicable, please expand on other models.

What are your current pricing tiers or offers? *

Tell us about your business. Do you have anything unique?

Target Audience & Positioning

Who is your ideal client or member? *

Age range, Gender, Goals (e.g., weight loss, recovery, aesthetics) Lifestyle traits (e.g., busy moms, athletes, executives)

What makes your studio or services unique in your local market?

(Think: experience, tech, vibe, coaching, results)

Are you targeting any specific niches or segments? *

If applicable, please list any additional niches or segments.

Offers & Promotions

Do you have an active intro or founding offer? *

If applicable, please list intro or founding offers.

Are there any seasonal promotions or limited-time specials running? *

If applicable, please provide details on seasonal promotions or limited time specials

Do you offer a free trial, free class, or discounted first session? *

If applicable, please provide details on free trials etc.

Sales Process & Lead Handling

What happens when someone expresses interest or books online? *

Do you have a dedicated sales person or manager who follows up with leads? *

How quickly do you typically respond to leads? *

What CRM or tools are you currently using to track leads (if any)? *

Visuals, Voice & Brand

Please upload any logos you have

Please upload any professional photos or video footage you have

You may also opt out of this and share media through a link**

Please upload any other helpful resources for our team

Describe the overall vibe or experience you want people to feel

Are there any colors, phrases, or branding guidelines we should follow?

📲 Granting Access to Your Marketing Platforms

To get your marketing systems live faster, we use a secure tool called Leadsie that allows you to easily and safely grant our team access to the platforms we need — no tech headaches, no manual back-and-forth.

By clicking the link below, you’ll be able to grant us management access only to the following platforms (as applicable to your brand):

✅ Meta Business Manager (Facebook + Instagram)
✅ Facebook Page & Ad Account
✅ Pixel (for tracking ad performance)
✅ Google Ads
✅ Google Business Profile (Maps/Local SEO)
✅ Google Analytics

We do NOT get access to:

Your personal social accounts
Any financial/billing info
Any unrelated pages or ad accounts

All access is securely authorized through your existing logins, and you maintain full ownership and admin rights at all times. Our team only receives the minimum level of access needed to run your marketing campaigns and set up your systems properly.

If you run into any issues or prefer to go over access together, you can skip this step for now and we’ll walk through it on your kickoff call.
That said, granting access now helps us start building your ads, funnels, and CRM faster, so we recommend completing it if possible.

If you have questions, don’t hesitate to reach out!

🚫 Don’t Have These Accounts Yet? No Problem.

If you don’t have your Google Ads, Google Business Profile, or Google Analytics accounts set up yet — or if you're not confident they were set up correctly — that’s completely okay.

✅ Just check the box below, and we’ll walk through setup step-by-step during your kickoff call.

I don’t have these accounts set up yet or I’m not sure if they’re set up correctly. Please help me during the kickoff call.

Our team is here to guide you, and we’ll make sure everything is built the right way — from the ground up. You’re in great hands.

Communication & Experience

How do you prefer we handle urgent matters?

Have you worked with any vendors or marketing partners you really liked? What made the relationship work well?

What would make this partnership an absolute win in your eyes?

Do you have any pet peeves when working with partners or agencies?

Anything else we should know about you?

Technical Setup & Next Steps

We use Slack as our main communication tool with clients. It’s where you’ll connect directly with our team, ask questions, and get updates — all in one place.

We’ll be inviting you to your private Slack channel shortly after this form is submitted. When we do, you’ll get a direct invite with clear instructions on how to join and what to expect.

In the meantime:

Download Slack
You can grab it here: Download Slack for Windows or Download Slack for Mac (Available on mobile as well)
Don’t worry about logging in or setting anything up just yet
Once we send the invite, everything will be ready for you to jump in.
Need help?
If you're new to Slack, no problem at all — we’ll walk you through it during your kickoff call.

Kickoff Call

Have you scheduled your kickoff call yet? *

Final Confirmation: Access Setup

Account access confirmation *

I’ve completed the Leadsie access link above - or I’ll bring it to the kickoff call if I need help.

I don’t have these accounts set up yet or I’m not sure - please help me during the kickoff call.

Optional Feedback

This next section is completely optional — but incredibly helpful.

If you have a moment, we’d love to hear your thoughts on how we can improve our onboarding experience or the way we present our services. Whether it’s something small that could’ve made things easier or a highlight you appreciated, your feedback helps us grow and serve you better.

Thank you!

Is there anything we could do to make the onboarding process clearer, smoother, or more helpful for you?

Was there anything about the onboarding process that stood out, either positively or negatively?

How are we doing in terms of communication, clarity, and support?

How did you hear about us? We’d love to know what led you to 5th Element Media.

🎉 You're All Set!

Thank you for taking the time to complete your onboarding form — we’re genuinely excited to work with you and support your success.

If you have any questions at all, please don’t hesitate to reach out. You can contact our team anytime at [email protected] — we’re here to help.

Our team will be in touch shortly with next steps, access details, and everything you need to get started.

Let’s build something amazing together. Talk soon!

— The 5th Element Media Team

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