Client Onboarding | Give Us the Keys | MarketWiz.ai

📦 Client Onboarding

Welcome Aboard. Give Us the Keys. 🔑

You're officially a MarketWiz client — now hand us the details and our team starts building. Takes about 10 minutes. Don't have everything handy? Submit what you have — your account manager collects the rest on your kickoff call.

Good to have: 📘 Facebook page 📍 Google Business link 🎨 Logo 📸 Photos/videos link

Your Business Collateral Vault

Everything lands directly with your build team. 🔒 Never send passwords here — account access is handled securely on your kickoff call.

💾 Your progress auto-saves on this device — leave and come back anytime.

👤 Confirm Your Contact Info

Your Name*

Business Name*

Email*

Phone*

Best way to reach you

🏢 Business & Locations

Business Address(es) — one per line

🏢 Multiple locations? List every one — each gets its own posting machine, own city targeting, own Google presence.

Business Hours

Cities / Areas to Target

📦 Marketplace Posting Details

What should we post?*

Where's your inventory?

Inventory Link / Feed URL

Anything we should NOT post?

📱 Social Media Accounts

Facebook Business Page URL

Facebook Profile for Marketplace

Instagram Handle

TikTok Handle

YouTube Channel

Missing an account? Leave it blank — we can create it for you during setup.

📍 Google & Website

Google Business Profile Link

Website URL

Who hosts your website?

Anything ranking on Google now?

🎨 Brand

Logo File Link

Brand Colors (if any)

Brand Voice

Tagline / Slogan (if any)

📸 Photos & Videos

Share Link to Your Photos/Videos

💡 Easiest way: make a Google Drive folder, drop everything in, right-click → Share → "Anyone with the link" → paste it here. Inventory shots, showroom pics, team photos, video walkarounds — the more the better.
📱 Photos stuck on your phone? No problem — email them straight to [email protected] (attach and send, done) and we'll organize them for you.

What's in the folder?

🔐 Access & Permissions (no passwords — ever)

We connect everything securely on your kickoff call — screen-share, ~15 minutes, you approve every step. This just tells us what to prep.

Who controls your Facebook page?

Who manages your Google Business Profile?

Can you approve login codes during the kickoff call?

📅 Kickoff

Best times for your kickoff call

Anything time-sensitive?

Anything else your build team should know?

Your Build Timeline

What Happens Next

Within 24 hrs

Kickoff

Your account manager reviews your vault and emails your kickoff call link from [email protected].

Days 2-7

The Build

Agents configured, AI trained on your inventory & brand voice, platforms connected, everything tested.

Days 7-14

Go Live

Posting begins, the auto-responder switches on, and your Metricool dashboard starts tracking.

Every Month

Optimize

Our team tunes timing, copy & platforms — the machine gets sharper while you run your business.

Need a hand with this form? Call Marissa anytime: (910) 601-2938 · or email [email protected]

🚀 Speed to Lead = Speed to Cashflow. That’s the MarketWiz.ai advantage.

Client Onboarding