YMA Agency — Client Onboarding & Access

YMA AGENCY • POST-SALE CLIENT ONBOARDING

Give us what we need to build, connect and test your system.

Complete this after your proposal has been accepted. This is not a password form. It gives YMA the business, website and software information needed to plan implementation and request the correct access.

1. Submit details

Tell us what you use now.

2. YMA maps access

We request only what the build needs.

3. You invite YMA

Collaborator/admin access — no shared passwords.

4. Build + test

Nothing launches until the agreed flow is checked.

Business & project

Primary contact *Business name *Business email *Phone *Agreed package / proposalBusiness hours

Services / offers the system should support *Service areas / locations *

Website & domain

Website URL *Website platform *Domain / DNS providerBusiness email providerWho manages the website now?Who can approve access?

Current systems

CRM / lead trackerBooking / calendarQuote / job / accounting softwareGoogle AdsMeta Business / AdsGoogle Analytics / Tag ManagerGoogle Business ProfileOther important software

Lead flow & automation

Where do leads come from now?Current lead journeyWho should receive / own new leads?What should the ideal next step be?Existing automations / messagesRequired integrations

Brand, approvals & requirements

Brand assetsApproval processPrivacy / compliance / data requirementsAnything else we need to know?

Secure access — never send passwords, API secrets or recovery codes.
After YMA reviews this form, we will tell you exactly which systems require access. You invite our business account through the platform’s collaborator, staff, delegated-access or administrator feature. You remain the owner and can revoke or reduce access at any time.

YMA only requests access needed for the agreed scope. Complex or unsupported integrations may require separate scoping before implementation.