Client Onboarding — Conversion Lab Media
Conversion Lab Media
Client Onboarding
New Client Setup

Let's get your system built.

Fill out each section below and we can start building right away. Takes about 10 minutes — and once it's done, we'll get started on your build right away.

Section 1 of 8 — Business Info
1
Business Info
Basic details about your business
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2
Service Area
Where you operate and where to target first
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3
Services & Offer
What you do and what we'll lead with in ads
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4
Meta Advertising Access
Two steps — tutorials included for each
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Step 1 — Add Us as a Partner (Meta Business Suite)
Sends us a partner request so we can manage your campaigns and ad account. Use your Partner ID below to send the request.
Partner ID: 984118164056718
Step 2 — Add Us as Admin User (Meta Business Manager)
Add both emails below as full admin so we can access pages, ad accounts, and campaign data.
Yes, I have one
No — need one created
No — need one created
Yes
No, first time
No, first time
5
Google Business Profile Access
Connects your GBP to the CRM for lead tracking and local visibility
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Invite Us to Your Google Business Profile
This connects your GBP to the CRM so we can track calls, manage review requests, and optimize your local visibility. Send the invite to:
Yes, it's live
Partially set up
I don't have one
Partially set up
I don't have one
6
Creative & Content
Assets we'll use to build your ads
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Yes, no problem
Maybe — let's talk
Prefer not to
Maybe — let's talk
Prefer not to
No Drive link? No problem — email your logo directly to [email protected]
Tip: Before & afters are your highest-converting creative. Even a quick phone video of a freshly finished floor goes a long way. No content yet? No problem — we'll work with what we have to start.

Prefer to email? Send files directly to [email protected]
7
CRM & Lead Handling
How we'll route and follow up on every lead
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No — starting fresh
Yes — I'll share access
Yes — I'll share access
Note: We'll provision a dedicated number for your CRM. SMS and email usage (~2/mo + usage) are billed at industry cost directly through the platform.
8
Domain Access
Needed to connect your domain to the CRM and landing pages
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Share Access to Your Domain Registrar
We'll update a few DNS records to connect your domain to the CRM and any landing pages we build — typically done in GoDaddy, Namecheap, or wherever your domain is registered. If someone else manages this, just loop them in and we'll coordinate directly.
I manage it myself
Someone else — I'll connect you
Someone else — I'll connect you
By submitting you confirm this info is accurate and ready for buildout.
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You're all set.

We've got everything we need to start building. Expect to hear from Nico within 24 hours with your CRM login and next steps.

In the meantime — (480) 599-1402