Step 3 of 3
BSA-IN-A-BOX Client Onboarding Details
Please complete this form after signing your BSA-IN-A-BOX Service Agreement. Do not submit any logins until your agreement has been signed.
Enter your initials to acknowledge the Login Safety section.
Enter the date you are completing this form.
Include country code if outside the U.S. (e.g., +1).
Example: Eastern Time (ET), Central Time (CT), Pacific Time (PT).
Example: Mon-Fri 9am-5pm ET; Saturdays 10am-1pm ET.
Answer the questions below to help us understand your current business setup.
Tell us whether you are new or already operating, and how many clients you currently have.
Share your brand details so we can prepare client-facing assets and messaging.
Upload your logo file. Up to 5 files, 8 MB each. Or paste a link below.
Example: #0B5FFF, #111827, #FFFFFF
Provide your domain and website details so we can plan launch and system access.
Provide details for your professional business email so we can configure CRM, messaging, and automations.
Only if BSA will be managing this email address.
If no, provide the free Gmail account you prefer to use.
We use this to set up phone routing, texting, voicemail, and call forwarding.
Provide CRM details so we can help organize your pipeline and automations.
Tell us about your dispute and monitoring system to streamline your workflow.
We collect payment-system details to ensure billing workflow is set up correctly. Do not submit any card details.
Paste your current package/pricing information (no payment card details).
Provide booking details so we can configure scheduling and appointment routing.
Paste links to your profiles/pages so we can match brand and tracking.
Provide access details for your Facebook and Meta assets. Do not share passwords unless you have signed the Service Agreement.
Provide chat system and lead routing preferences.
We will use this to configure lead forms and onboarding capture.
Tell us what automations you have and what you want help setting up.
Examples: Lead form submission, Welcome email, Agreement email, Appointment reminders, Payment reminders, Client follow-up, Missed call text back, New client onboarding.
Upload any available files or paste links. Include your agreement, SOPs, and screenshots if you have them.
Up to 5 files, 8 MB each. Or paste a link in the next field.
Up to 5 files, 8 MB each.
Describe your current flow so we can identify gaps and streamline onboarding.
Briefly describe your current payment flow (links, checkout, etc.). No card data is needed.
Help us understand your target outcomes and priorities.
I understand that I am submitting login information for business setup and audit purposes only. I understand that I should change my passwords after setup or support is completed if I choose to do so. I confirm that I have signed the BSA-IN-A-BOX Service Agreement before submitting any logins or account access.