Content & Care Plan Onboarding Checklist

Account Owner Information

This is the person on your team who is responsible for your account management. That includes, payments, authorizing other users to make requests, etc.

First Name

Last Name

Business or Organization Name

Main Street Account Type

Concierge Care Plan (website management)

Content Retainer (content marketing service)

Enter any additional team members who will have authority to request support or content for your organization. This is optional, but our support and content management team will only be authorized to respond to tickets submitted by the people you include here.

Member Name	Member Email

Website Information

Please provide details about your website.

Access Information

Now we'll ask you to provide the login credentials for your website and associated services so that we can manage your account. For beter security and access control, we strongly recommend creating a separate Administrator account on your website for us.

Didn't do that? No problem. We'll set one up when we first access your account and update your saved credentials on our end to the new account.

Please select your hosting company below.

If your hosting company is not listed, please enter their name here.

Hosting Username

Hosting Password

WordPress Login URL

WordPress Username

WordPress Password

Domain Registrar Name

Domain Registrar Username

Domain Registrar Password

About 3rd Party Platforms

Your Plan includes having us manage your hosting, domain registrar, and payment processing (Stripe, PayPal) accounts only when needed for the initial set up your care or content plan account and routine updates or related troubleshooting.

Management of 3rd party software (for example, MailChimp for email marketing, Keap CRM, or Twilio text marketing) is available at an additional fee per application. You can add these services after your account is activated.

(ANY system besides your website that requires a login is a 3rd-party software application.)

Wrapping Up

Any questions or concerns we should focus on first? Let us know here.

Content & Care Plan Onboarding Checklist

Account Owner Information

Website Information

Access Information

About 3rd Party Platforms

Wrapping Up

Services

Resources

Social

Get Help

This site uses cookies.