LAUNCHPAD
Client Onboarding
Secure Session

Welcome aboard 🚀

Let's get your business set up in under 10 minutes. Your answers help us configure your CRM, automation, and service area from day one.

Your Progress Step 1 of 6

Company Profile

Tell us about your business. This becomes the foundation of your Ignite CRM workspace.

Business Identity
Leave blank if same as legal name.
Main company number. Any US format works.
Leave blank if same as owner email.
Business Owner
US format. Any style works — we'll format it for you.
Business Address
Digital Presence
Choose Existing Business if you already have social accounts, a website, and a Google Business Profile. Choose Greenfield if you're starting fresh — we'll build these for you.
✓
🏢 Existing Business
I have an established presence — website, socials, GBP — and want to integrate them.
✓
🌱 Greenfield / Brand New
I'm starting from scratch. Build my digital presence from the ground up.

Existing Accounts & Credentials

Share access or URLs for your current digital properties. We'll connect them to your Launchpad stack.

Your credentials are encrypted in transit. For maximum security, share passwords via our secure intake vault after submission — links only are fine here.
Website
Google Business Profile
Social Media

Team Members

Add the people on your team who need access. Visibility level is auto-assigned based on title.

Visibility Levels: Full (Owner, CEO, Admin) · Mid (Manager, Supervisor, Lead) · Limited (everyone else).

Discovery Checklist

Tell us how your business operates so Catalyst can configure the right automations.

Market
✓
🏢 B2B
We sell to other businesses.
✓
👥 B2C
We sell to consumers.
✓
🔀 Both
We serve businesses and consumers.
Price Range
Service Area
Turnaround / SLA

Service Offerings

List the products or services you offer. These become your starting Ignite CRM product catalog.

Brand Assets

Upload your logo and any brand materials. We'll use these to build your website, social templates, and CRM branding.

Don't have final assets yet? Skip this step — if you selected Greenfield, our design team will create everything from your brand direction notes below.
Primary Logo
Additional Brand Files (optional)
📎
Upload brand guidelines, icons, photos
You can select multiple files · Max 25MB each
Brand Colors
Brand Direction

Review & Submit

Confirm everything looks right. You can go back to edit any step.

Please complete the security check above.