Client Cashflow Suite

Client onboarding

Client Cashflow Suite · Onboarding

Welcome to your
Client Cashflow Suite

A short walkthrough so our team can build your booking system, website, and marketing engine — tailored to your business.

What to have ready

20 minutes · no interruptions

Your logo

PNG or JPG

Brand colors

Hex codes (or pick them)

Social links

IG, FB, TikTok, etc.

Your story

A few sentences about what makes you, you

We'll guide you through 8 quick steps: your business, services, pricing, marketing, website, ads, your story, and a review.