PM
AI Employeeby PM Consulting
Client Onboarding Portal

Let's Build Your Digital Foundation

This onboarding form helps us set up your website, CRM, automations, and AI tools correctly. The more detail you provide, the faster we can get you up and running.

Start Onboarding

Estimated completion time: 15 to 25 minutes

Before You Begin

Having these items ready will make the process much smoother.

Logo & Brand Files

Your logo, brand colors, fonts, and any style guides

Service Details

Your services list, pricing, packages, and promotions

Photos & Media

Team photos, project images, and any video content

Pricing Info

Price ranges, rate sheets, or package breakdowns

FAQ Documents

Common questions your customers ask and ideal answers

Login Access

Current website, CRM, analytics, and ad platform logins

How It Works

1

Complete the onboarding form

Walk through 10 guided steps covering your business, brand, services, and AI setup.

2

Upload your assets

Drag and drop your logos, photos, documents, and any files we need.

3

We build everything

Our team sets up your website, CRM, automations, and AI assistant based on your answers.

4

Review and launch

We walk you through everything, make revisions, and go live.

Need Help?

If you have questions or need assistance, reach out to our team.