Internal Client Onboarding

Please complete this form to initiate the onboarding process for a new client. Once submitted:

The assigned team lead or coach will be automatically notified
The entire support team will be alerted based on the selected service type
Internal setup checklists and workflows will begin immediately

⏱️ Please double-check the client’s information before submitting to avoid delays.

Business Name *

Client Name

Client Phone Number *

Client Email *

Has the CRM account been set up yet? *

Yes

No

Client Service Type *

Elite (DFY)

Advanced (DWY)

Standard (DIY)

Initial Meeting Date *

Client Category *

Direct Client

Private Label

Private Label End Client

Tech Biz BOSS

Programs: *

AI Biz Map
Tech Biz Boss
Clingy
CADMA Services
IN-HOUSE
N/A
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List is empty.

Program Tiers: *

AI Biz Map Standard
AI Biz Map Advanced
AI Biz Map Elite
CADMA Core
CADMA Premium
CADMA Ultimate
Clingy Core
Clingy Premium
Clingy Ultimate
Clingy Empower Pack
Tech Biz Boss
Other
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Private Label Name

Techbiz CEO Category

TechBizCEO - MSP

TechBizCEO - CADMA

TechBizCEO MSP + CADMA

Onboarding Notes