New Client Onboarding

Submit a new client to start the onboarding pipeline

Business Name *

Plan *

Industry *

Payment Amount *

Monthly amount the client pays

Number of Locations *

Jumper Locations

Webflow Site *

Yes No

Stripe Customer ID

GBP Link(s) Paste maps.google.com or share.google links — one per line for multi-location

Slack Channel Will be created in Slack workspace if missing

Google Ads Phone Number Phone number used for Google Ads call tracking

Firefly CRM Location Link * Paste any URL from inside the client's Firefly sub-account — the location ID is extracted automatically. Required so Phase 2 does not accidentally edit the agency account.

Firefly CRM Contact Link Optional — direct link to the primary contact record

Sent Access Link? *

Yes No

Have you sent the client the access request link?

Sent Info Form Link? *

Yes No

Have you sent the client the info/intake form link?