Make sure you go through all the questions on this onboarding form. Not only will this give the team the information they need to prep before your onboarding call, but it will expedite the build process.

Make sure to check your email to get access to slack. Type below anyone else emails that need to be invited. Put N/A if it's just you. *

If you're a hubspot user go ahead and give us admin access to access@systemsbyai.com

If you're a GHL user go ahead and give us admin access to access@systemsbyai.com - You can use first name (Charlie) last name (Ai).

Watch this loom if you don't know how to do it - https://www.loom.com/share/e15e5bd4f6c342cda1400e72168a9955?sid=dee930c3-6733-473f-9405-c0429d94a5f6

If you are a GHL user go ahead and load this snapshot link into your account. If you have a sub account under someone else's agency tell them to load this snapshot link into your account.

https://affiliates.gohighlevel.com/?fp_ref=systems-by-design60&share=mJMNgaOWLdqqDoVsL0GM

Please share any links to your acquisition that Charlie will be implemented to. This could be your (optin, VSL, Calendar, application, low ticket, website etc...) *

Please go ahead and drop your messaging script and or phone script that Charlie will be built from. Just put N/A if you literally don't have anything.

If you have any other documents that can help the team drop the links below *

Thank you for filling out the questions. Your Account Manager will review before your onboarding call. Go ahead and submit the form and that will be it.