Content & Care Plan Onboarding Checklist

Hello! 👋🏾 Please take a few moments to collect your website management information, then complete the form below to kick off your Care Plan.

Care-Content Plans 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.

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.

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

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