We're excited to have you on board. As a first step, there are a few details we'd appreciate you providing: things like billing information and access to your marketing systems, so we can start getting under the hood of your business.
What we'll cover
Your business details
Key contacts
Billing information
Marketing systems access
Any setup requests
Takes about 10 to 15 minutes. You can save your progress and come back at any time.
Once you submit, I'll send you a personalised summary of exactly what you need to do and what I'll be taking care of.
Step 1 of 6
Your business
Let's start with the basics.
Step 2 of 6
Key contacts
We need to know who to talk to for different things. Some of these might be the same person. If so, just tick the box.
Main contact (day-to-day)
Business owner / decision maker
Billing contact
Marketing contact (if any)
Technical contact (IT / web)
Step 3 of 6
Billing information
Used for invoicing only.
Step 4 of 6
Marketing systems
For each platform, tell us whether you already have it or need it set up. If you have it, we'll show you exactly how to grant Compadre access.
Once you submit, I'll email you a personalised checklist of exactly what you need to do and what I'll handle on my end.
Step 5 of 6
Setup requests
Based on what you've told us, here's what we'll set up for you. We'll confirm scope and pricing before any work begins.
Step 6 of 6
Review & submit
Check everything looks right. You can go back and edit anything.
All done, thanks!
We've received everything. The Compadre team will be in touch shortly to get things moving.
Keep an eye on your inbox. I'll send you a personalised summary of next steps shortly.