Internal
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Internal · Onboarding
Fill this in, copy the link, and send it to the client. Nothing is saved — the details ride in the link.
The link to send
Welcome
Your plan
Monthly
No setup fee. Card on file today — first charge on your start date.
Prefer to pay in full? Prepay 3 months upfront at a discount — just tell Seth.
The steps
Seth sends your agreement to sign by email. Open it, review the terms, and sign. Text Seth at (778) 548-6263 with any contract questions before signing.
Sign the contract →Check your email for the contract from Seth
Add your card securely. You are NOT charged today — your card is simply kept on file. Your first payment runs on your start date, once we've built everything and you're ready to go live.
Add card on file →A few quick questions — the details we can't pull from your website and socials. Includes your EIN and legal entity for SMS (A2P 10DLC) carrier registration, held in strict confidence.
Start intake form →A quick guided walkthrough to add McKeigan Marketing as a partner on your Meta (Facebook/Instagram) business account, so we can run your ads. About 3 minutes.
Open walkthrough →You won't be charged today. First charge runs on your start date.
You're all set — you won't be charged until your start date.
Takes about 5 minutes. Held in strict confidence.
Thanks — that's everything we need. Seth will be in touch to lock your start date.