Intake Forms

Payment Forms

• (General) – Update Payment Info

• (Paid Ads) – Update Payment Info

Onboard Forms 

• (Sales) – Client Handoff Form
  • Sales Assigns client to Account Manager

• (Onboarding) – Client Onboard Form 
  • Detailed client information for new campaign

• (Onboarding) – White Label Client Onboard Form 
  • Detailed information for new white label campaign