GrowIQ Onboarding OS (Universal)

Intake (client fills)

• Business basics: offer, service area, pricing, ideal customer
• Goals: leads/week, CPA target (if known), timeline
• Assets: logo, photos, brand colors, testimonials
• Compliance: prohibited claims, disclaimers

Access checklist (client grants)

Website

• Domain registrar login or DNS access (preferred: add us as collaborator)
• Hosting access (if existing)

Google Ads

• Google Ads account access OR permission to create new account
• Billing setup confirmation

Tracking

• GA4 access
• GTM access
• Conversion definitions (call, form, purchase)

Kickoff message (we send)

• Confirm scope + timeline
• Confirm approvals required
• Confirm what constitutes “launch-ready”

Approval gates

• Copy approval (headlines, offer, disclaimers)
• Creative approval (images/video)
• Spend approval (daily/monthly)
• Go-live approval (final)

SLAs (premium, no weekly calls)

• Async weekly report
• Response within 1 business day (requests)
• Changes shipped in 2–5 business days depending on scope