We keep onboarding light so you're not buried in setup. To start, we typically need manager access to your Google Business Profile and Google Ads, your domain registrar and current website host, your analytics (GA4 and Search Console), and your CRM or field-service software. We use delegated access wherever possible — you stay the owner of every account, we're just added as a manager.
We'll also want your brand assets (logo files, photos), your list of services and service areas, and a short call to understand your best jobs and margins. If any accounts don't exist yet — no GA4, no Search Console, an unclaimed profile — we set them up in your name. You keep ownership of everything, so if we ever part ways, you walk away with all of it.
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