Onboarding Portal

Please complete the onboarding process using your computer.

Once inside, we'll review exactly where you can access everything you'll need to submit to us so we can get started on your account.

As always, please let us know if you have any questions or concerns.

Need Help?

Contact Momentum Support

Call or text:

Contact Info
You can find your unique "Client ID" in the email we sent with the subject: "Welcome to Momentum Marketing". This 4 digit code helps us more easily identify you in our systems.
Business Info
In many cases, companies will use a DBA or a version of the Legal Company Name as their Public Facing Company Name.
For Example: "Momentum Marketing" is our Public Facing Company Name, and the Legal Company Name is "Momentum Marketing LLC".
Please use the full legal name and information of the business
Select the type of business from the dropdown
Primary Sales Contact
Who will we text and email your leads to? If you have a sales team, please provide the primary contact. If you're handling the leads, please put all your information here again.
Business Brand Guidelines
Brand guidelines are clearly defined rules and standards that communicate how your brand should be represented to the world. Brand guidelines help businesses ensure consistency and demonstrate what the company is, what it does, and what it stands for.
Please upload your Brand Kit (if you currently have one) to your Client HQ and paste the link here.
Select the primary logo we should use for your social posts. We prefer logos with a transparent background but can make adjustments if needed. Please upload the primary logo to your Client HQ and paste the link here.
Please list the font types that you currently use in graphics, on your website, or in your current social posts. We want to stay as consistent with what you have already as possible. If you're unsure or have not defined your business's fonts and/or brand kit, please leave blank.
What Brand Colors should we use with your Social Posts?
Social Posting Guidelines
If yes, who should we ask for approvals/revisions? Please provide the primary contact. If you're handling the approvals/revisions, please put all your information here again.
What contact information would you like listed on your social media posts?
Please enter the corresponding information for any fields you'd like to use on your social posts. Please keep in mind that less is better in most cases. If you choose to include an email or phone number on these posts, it's best to use the ones we assign to you to better track KPI's and provide more accurate reporting. If you want to add our assigned email and/or phone number please just write "assigned" in the corresponding field.
Social Posting Accounts
If you purchased Content Pro - Select up to 2 channels
If you purchased Content Plus - Select up to 4 channels
If you purchased Content Elite - Select up to 7 channels
Social Platform Credentials
In many cases, clients choose to provide us access to the social media accounts directly rather than following the procedure for assigning access. It will also help in case we need to edit posts directly on your social media platforms.
Please provide login details for all the social platforms you selected in the previous step
Target Audience
A target audience is a group of people identified as being likely customers of a business. Target audiences share similar demographic traits including, but not limited to: Age, Gender, Location, Education, Socioeconomic status, and more. Identifying your target audience helps us craft customized marketing strategies and define your core customers.
For tracking KPIs and acquiring valuable data on your campaigns, we need to use a new phone number for your ads. Don't worry, we can forward all calls seamlessly to the same number you're currently using. This is only required for your ads, and your ongoing social content can display any phone number you choose.
Lead qualification is where businesses decide which potential customers are most likely to make a purchase. It's a crucial part of the sales funnel, which frequently gathers several leads, but only converts a fraction of them. Your help identifying Lead Qualifiers is critical to ensuring your sales and marketing resources are allocated as efficiently as possible.
Lead disqualifiers are the most common reasons your current leads wouldn't qualify for your offer. This could be a variety of reasons, such as: low or no credit, a lack of purchasing power, or maybe a particular system that conflicts with your product. What show-stoppers do you hear the most? It's important for us to know and understand what these disqualifiers are to ensure your sales and marketing resources are allocated as efficiently as possible.
Facebook Ad Account Info
Facebook Business Manager ID is a unique 15-digit identifier that corresponds to your Facebook Business Manager account. It is used to differentiate and identify each Business Manager account on Facebook. Note that Facebook Business Manager ID is not the same as Facebook Page ID or Facebook Ad ID. Each of these Facebook Business IDs has its own function and you can find all of them in your Facebook Business Manager.
$

© 2022 by

Need Help? Contact Us!