Final Access and File Checklist

Thank you for completing your onboarding call.

This short form confirms which accounts Richos Agency needs access to and allows you to provide any remaining files or information.

It should take approximately five minutes.

For your security, do not enter passwords, verification codes, recovery codes, banking information or payment card details into this form.

Where possible, invite Richos Agency as a user, administrator, partner or collaborator rather than sharing your personal login.

Business Name *

Email *

Which Accounts Have You Been Asked to Provide Access To? *

What Platform Is Your Website Built On?

Where Is Your Domain Registered or Managed?

Which Email Address Manages Each Account?

How Will You Provide Account Access? *

Invite Richos Agency as a user or administrator

Invite Richos Agency as a partner

Use a secure password manager

Arrange access during a screen-sharing call

I need instructions

Access has already been provided

Access is not required

Current Access Status *

Which Accounts Have Already Been Shared?

Which Accounts Still Need to Be Shared?

Relevant Account Names, Business IDs or Property IDs

Google Business Profile Access

Website Platform Access

Domain or DNS Access

Meta Business Manager Access

Google Analytics or Tag Manager Access

Stripe or Payment Platform Connection

Email Account or Sending Domain Access

Existing CRM Access

Upload Your Primary Logo

Upload this only if it was not provided in the pre-onboarding form.

Upload Any Alternative Logo Versions

Upload this only if it was not provided in the pre-onboarding form. Include light, dark, horizontal, icon-only or transparent versions.

Upload Your Brand Guide

Upload this only if it was not provided in the pre-onboarding form.

Upload Business, Team, Service or Location Images

Upload this only if it was not provided in the pre-onboarding form.

Upload Team Headshots

Click to upload

Upload Price Lists, Service Lists or Brochures

Click to upload

Upload Existing Forms, Scripts or Process Documents

Click to upload

Upload Testimonials, Reviews or Case Studies

Click to upload

Upload Contact or Customer Data for Import

CSV or spreadsheet files are preferred. Remove any information that is not required for the project.

Additional Information About the Uploaded Files

Provide Any Information Requested During the Onboarding Call

Additional Staff Notification Details

Additional Website, Social Media or Directory Links

Is There Anything Else We Need Before Starting the Build?

Do not enter passwords, one-time verification codes, recovery codes, banking details or full payment card information into this form.

Where account access is required, use the invitation feature provided by the platform or a secure password manager approved by Richos Agency.

Richos Agency will never ask you to provide a verification code through this form.

Security Confirmation *

I confirm that I have not entered passwords, verification codes, recovery codes or sensitive payment information into this form.

Access Authority *

I confirm that I am authorised to provide access to the selected business accounts, platforms and files.

Information Confirmation *

I confirm that the information provided is accurate to the best of my knowledge.

Who We Work With

Local Service Business

Tailors, trades, salons & more

Professional services

Consultants, agencies & firms

Growing businesses

Ready to scale & streamline

Ambitious business owners

Driven to grow & take control

Richos Agency

Helping businesses capture more leads, book more appointments, and streamline their operations through smart automation systems.

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Final Access and File Checklist

Thank you for completing your onboarding call.

This short form confirms which accounts Richos Agency needs access to and allows you to provide any remaining files or information.

It should take approximately five minutes.

For your security, do not enter passwords, verification codes, recovery codes, banking information or payment card details into this form.

Where possible, invite Richos Agency as a user, administrator, partner or collaborator rather than sharing your personal login.

Who We Work With

Richos Agency

Helping businesses capture more leads, book more appointments, and streamline their operations through smart automation systems.

Quick Links

LEGAL

FOLLOW US