Client Onboarding
Your Partnership Profile

Before we do
anything — let's
get to know you.

This profile is what our team references every time we create, strategize, or communicate on your behalf. The more you share, the better everything gets.

5 minutes · portal activates as you go
What happens next
01
Tell us about your business
Name, niche, website, and contact details
02
Share your social profiles
Handles and links for every active platform
03
Connect your accounts
Secure OAuth — one click, no passwords stored
04
Content preferences & goals
Tone, style, and what success looks like to you
CONTENT ENGINE/ CLIENT PORTAL/ AI ASSISTANT/ SOCIAL SCHEDULING/ BRAND ANALYTICS/ NURTURE CAMPAIGNS/ PARTNERSHIP MANAGEMENT/ CONTENT ENGINE/ CLIENT PORTAL/ AI ASSISTANT/ SOCIAL SCHEDULING/ BRAND ANALYTICS/ NURTURE CAMPAIGNS/ PARTNERSHIP MANAGEMENT/
Step 1 of 10 — Your Business
Tell us about your business.
This is the foundation of everything we build for you — your dashboard, your content, your strategy. We're building around you, not a template.
Step 1 of 10 — Your Business
Who do you serve?
The more specific you are, the better we get at making you look good.

Add your main offerings so we understand what you do and who you do it for.

Step 2 of 10 — Your Info
Who are we working with?
Your account is built around you personally, not a company name. We use this to make sure every touchpoint — your portal, your reports, your onboarding — is directed to the right person and feels like it was made for you.
Step 3 of 10 — Your Platforms
Where is your audience?
We pull live data from every platform you select — follower counts, engagement, growth trends — so your dashboard shows real numbers, not guesses. Select everything you're active on.
Step 4 of 10 — Profile Links
Share your profile links.
These connect us directly to your accounts so we can pull your stats automatically. You'll see everything in one place from day one — no manual reporting.
Step 5 of 10 — Tech Stack
What are you already working with?
Quick snapshot of your setup — we handle the rest.
Step 6 of 10 — Content Preferences
What's your content style?
Every script, caption, and email is filtered through what you share here — so it sounds like you, not us.
Dark & Moody3Light & Airy
Dense & Layered3Clean & Minimal
Serious & Formal3Warm & Approachable
Step 7 of 10 — Goals
What does success look like?
Knowing where you're trying to go is the only way we can actually help you get there. Everything you've shared so far builds a living profile our team references before every piece of work — this is what turns execution into partnership.

Your background, credentials, personal story, or experience that no competitor can replicate. This is what we lean on when writing content and positioning your brand.

Step 8 of 10 — Brand Assets
Put your brand in our hands.
This is one of the most valuable things you can do right now. Your logo, colors, and brand files are what we reference every time we create something — so it always looks and feels like you. Clients who share assets here get better work, faster. Images and PDFs only. If you don't have files yet, your brand colors alone make a difference.

Drop files here or click to browse

JPG, PNG, SVG, GIF, WEBP, PDF  ·  No zip files

Primary
Secondary

If you have any reviews, testimonials, or quotes from happy customers, paste them here. We use these in content, ads, and your portal.

Step 9 of 10 — Meet Your AI
Every Emerson North client gets an AI assistant.
It runs inside your accounts, writes from your voice, and executes on your behalf. Give it a name.
Step 10 of 10 — Review
Everything look right?
Give this a quick check before we submit.
Business
Business Name
Niche
Tagline
Website
Audience
Market
Services
Contact
Name
Email
Platforms & Content
Platforms
Tone
Format
Primary Goal
Competitors
Accounts Connected
Tech Stack
Website Platform
Domain Registrar
CRM
Analytics
Ad Accounts
Brand Assets
FilesNone uploaded
Colors
Visual Feel
Brand Space
Last step
Verify your email

We'll send a 6-digit code to this address. Change it if needed.

This is the email you'll use to sign into your portal.
Emerson North
DEMO — Portal building Portal Preview

Setting up your experience...

Your portal is being built in the background.

DEMO PREVIEW

This is a preview. Your real portal will look just like this.

Enter Dashboard

Emerson North

Your portal is being built right now.

Reading everything you just told us...

Feel free to leave this screen open — we'll let you know when it's ready.

Your portal is where you see everything we're doing for you. No editing, no managing, no approvals. We handle the strategy, the content, and the publishing. You focus on your practice. We focus on growing it.