Paid Creator CEO - Onboarding

Business Information

First Name

Last Name

Business Registration Number

Address

Street Address

City

State

Country

Postal code

Business Name

as it should appear publicly

Business Type / Industry

Business Phone Number *

Preferred Email for Communication *

Support Email for Clients (if different)

Time Zone

Branding Assets

Logo Upload

(PNG preferred, transparent background)

Brand Colors

(Hex codes if available)

Brand Fonts

(upload or specify Google Fonts)

Brand Guidelines / Style Guide

(optional upload)

Tagline / Slogan

About Your Business

(short paragraph for use in multiple placements)

Domain & Email Setup

Do you have a domain name? (Provide if Yes)

If no, would you like us to assist in purchasing?

Domain Registrar

(GoDaddy, Namecheap, etc.)

Do you already have a business email? (provide if Yes)

Email Hosting Provider

(Google Workspace, Outlook, etc.)

Landing Pages

Main Offer/Product/Service Name

Short Description of Offer

Long-Form Sales Copy

Target Audience

(describe ideal client)

Key Features / Benefits

(bullet points)

Images / Media

Provide Google Drive Link

Call-to-Action Text

(e.g., “Book a Call,” “Enroll Now,” “Get Started”)

Any Competitor or Inspiration Pages?

Provide Links

Automations & Workflows

Preferred Lead Capture Method

(Form, Calendar Booking, Survey)

Follow-Up Method

Email

SMS

Both

Lead Nurture Preferences

(e.g., number of days between emails)

Special Triggers

(e.g., abandoned cart follow-up, webinar reminders)

Appointment Scheduling Preferences

(available days/times)

Custom Tags / Pipelines Needed?

Provide the list

Membership Course Setup

Course Name

Course Description

Course Structure

(Modules & Lessons outline)

Content Upload

(PDFs, Videos, Worksheets)

Drip Schedule

Access Rules

One-time payment

subscription

free access

Completion Certificate?

Yes

No

Community Setup

Community Name

Platform Preference

GHL Community

Facebook Group

Other

Rules & Guidelines for Members

Roles

Admins

Moderators

Engagement Plan

Weekly lives

Challenges

Q&A

Welcome Message for New Members

Payment & Integration Details

Payment Gateway

Stripe

PayPal

Other

Integration Access

API keys

Login credentials – secure submission link

CRM or Other Platforms to Connect

Existing Email List

(Upload CSV or provide integration)

Additional Notes & Special Requests

Notes

Welcome to

PAID CREATOR CEO's Client Intake Form

Thank you for choosing our Done For You Services!
To ensure we deliver the best results tailored specifically to your needs, we require some essential information from you.

Please complete this form in full.
Your responses will allow us to begin work promptly and provide the high-quality service you expect.

🔒 All information you provide is kept strictly confidential and will only be used to support the successful delivery of your project.

Welcome to

PAID CREATOR CEO's Client Intake Form

Thank you for choosing our Done For You Services!To ensure we deliver the best results tailored specifically to your needs, we require some essential information from you.

Please complete this form in full.Your responses will allow us to begin work promptly and provide the high-quality service you expect.🔒 All information you provide is kept strictly confidential and will only be used to support the successful delivery of your project.

Thank you for choosing our Done For You Services!
To ensure we deliver the best results tailored specifically to your needs, we require some essential information from you.

Please complete this form in full.
Your responses will allow us to begin work promptly and provide the high-quality service you expect.

🔒 All information you provide is kept strictly confidential and will only be used to support the successful delivery of your project.