Client onboarding

Welcome to Value Add Marketing.

Three steps, in order. What you share here is what our creative, media buying and client success teams use to build your funnel, your ads and your launch plan.

Start onboarding →
01

Fill out the form

Company details, goals, target area, sales calls and past ads.

02

Set up your CRM

Activate your CRM and register your business phone number.

03

Book your call

Pick your onboarding call time, and we show up with a plan.

Before you start

Have these handy

  • Legal company name, EIN and business type (LLC, Corporation, etc.), plus your full business address.
  • Your revenue goal with a date, for example "$1M ARR before Dec 2027", and the area you want your ads to reach.
  • 6 sales call recordings (Fathom, Zoom or Gong links): 3 that closed and 3 that didn't. The ones that didn't close teach us the most.
  • Your brand assets (logo, colors) and social media links.
  • One ad you've run before, as a link or a file, even if it didn't perform.
Step 01

Onboarding form

~10 min

Form not loading? Open it in a new tab →

Step 02

Set up your CRM

Time-sensitive
A · ACTIVATE

Pay for your CRM

Your CRM is where your leads, follow-ups, texts and calendar live. Complete the CRM payment so we can activate your account.

Pay for your CRM →
B · WATCH & DO

Get your CRM ready

Do this as soon as your CRM is active. Registering your business phone number starts the approval process for texting your leads, and it's the step that takes the longest, so the sooner you submit, the faster we go live.

Getting started with your CRM

How to buy and register your business phone number.

Add your calendar to your CRM

Connect your calendar so booked calls show up automatically.

You'll need your EIN, legal business type and full business address for the phone number registration, the same ones you entered in the form.

Step 03

Book your onboarding call

After steps 01 & 02
Value Add Marketing Questions? Message us in your Slack channel.