Signed client onboarding

Set up your Builder Rank Marketing Engine workspace.

This intake is for customers who have completed, or are finalizing, a 6-month or 12-month Builder Rank agreement. Your dashboard, tracking resources, reports, and onboarding materials will live on builderrank.io after setup.

Agreement

Contract and account details

Agreement status Contract term Agreement date Plan / package Primary contact Primary email Phone Billing email

Business

Business and market

Company Website Market Main business type Services / profit centers Main goal Primary AI target term The exact service or job phrase you most want ChatGPT, Gemini, and Claude to associate with your business. Secondary AI target term Optional. Customers can manage up to two active terms in the dashboard.

Competitive set

Competitors and sources

Competitors to monitor Dashboard users

Website access

Tracking and install notes

Tracking status Install method Website access notes Google Business Profile access CRM / form tracking notes Other onboarding notes

I understand this intake starts Builder Rank onboarding after a signed or pending 6/12 month agreement.