Let's get you set up properly.
This onboarding captures everything we'll ever need to run your engagement — brand, access, goals, and sign-off — in one go. You'll only ever fill it out once.
- ✓Company details, decision-maker contact, billing info
- ✓Website & admin logins (only if we're managing your site)
- ✓Social handles & ad account IDs (only for selected services)
- ✓Brand assets — logo, guidelines (links are fine)
Tell us who you are.
The basics — how you appear on contracts, invoices, and in the world.
Who are we working with?
So we know who to talk to, who signs off, and who pays the invoice.
What do you want us to handle?
Pick everything that applies. We'll only ask follow-up questions for the services you select.
Select at least one service to continue.
Your brand, in your words.
This is the foundation everything else is built on. Take your time on this one.
Just what we need to start.
Only the services you selected appear below. Skip what you don't have ready — you can send it on later.
equinode) instead of sharing your personal login. You can change passwords any time after the engagement.
For each platform you're on, add the handle and confirm we'll have admin access (we'll typically be added to your Meta Business Manager / page roles, not via personal login).
For each access, give us the email we should be invited as. We'll send the invite ourselves once approved.
No services selected — go back to Step 4 to choose at least one.
What does winning look like?
So we agree on the scoreboard before we start.
Last step. Then we're set.
A quick confirmation that what you've shared is accurate and you're authorised to bring Equinode on board.