New Client


The form below will automatically do these things:

  • Created Google Drive Folder in Clients BBL Clients Folder
  • Add Client to Mailchimp and tag as Client
  • Add Info to Contact List Sheet
  • Send Email to Accounting & Operations (Dean & Josh)
  • Send Email to Client that someone will reach out to schedule onboarding
  • Create a Contact in Google Contact
  • Send Slack message to the Onboarding Channel
  • Add Customer to Quickbooks

Enter New Client to Onboard