Start Here

Client Setup Center

Use this page to connect the accounts needed for your project. You do not need to share passwords. Each step will show you how to connect accounts securely or grant access directly from the platform.

Begin Setup

1. Watch the Setup Videos

Follow the short videos below to connect the tools and accounts needed for your project.

2. Connect Your Accounts

Connect payment, social, advertising, and platform accounts only if they apply to your project.

3. Confirm Completion

Once finished, submit the confirmation form so our team can review everything and begin the next step.

Important: Please do not send passwords. If you get stuck, take a screenshot and send it to our team so we can guide you.

Step 1: Watch This First

Start here before connecting any accounts. This short overview explains how to use this setup center and what to complete before your project begins.

Setup Overview Video Placeholder

Step 2: Connect the Accounts Needed for Your Project

Complete only the steps that apply to your project. Some projects may not require every account listed below.

Stripe

Used for payments, checkout pages, invoices, and subscriptions.

Facebook

Used for pages, messaging, lead tracking, and ad-related tools.

Instagram

Used for content management, social posting, messaging, and ads.

LinkedIn

Used when LinkedIn is part of your content or lead generation strategy.

Meta Ad Account

Used when paid ads are part of your marketing campaign.

Website or Platform Access

Used for websites, course platforms, booking tools, or other project tools.

Step 3: Follow the Setup Videos

Use the videos below to connect the accounts needed for your project. Complete only the steps that apply.

Connect Stripe

Use this when your project includes payments, checkout pages, invoices, or subscriptions.

Stripe Setup Video Placeholder

Connect Facebook and Instagram

Use this when your project includes Meta tools, messaging, lead tracking, or social connections.

Facebook + Instagram Setup Video Placeholder

Connect LinkedIn

Use this when LinkedIn is part of your content, networking, or lead generation strategy.

LinkedIn Setup Video Placeholder

Grant Meta Ad Account Access

Use this when paid ads are part of your project and our team needs ad account access.

Meta Ad Access Video Placeholder

Grant Website or Platform Access

Use this when your project requires access to a website, course platform, booking tool, or other software.

Website / Platform Access Video Placeholder

What Happens After Setup

Use this video to understand what happens after all required accounts are connected.

Next Steps Video Placeholder
Final Step

Confirm Your Setup

Once you finish connecting the accounts that apply to your project, submit the confirmation form below. Our team will review everything and follow up if anything needs attention.

Account Setup Confirmation Form Placeholder
Do not include passwords in this form. If you ran into an issue, describe what happened or send a screenshot separately.
Start Here

Client Setup Center

Use this page to connect the accounts needed for your project. You do not need to share passwords. Each step will show you how to connect accounts securely or grant access directly from the platform.

Begin Setup

1. Watch the Setup Videos

Follow the short videos below to connect the tools and accounts needed for your project.

2. Connect Your Accounts

Connect payment, social, advertising, and platform accounts only if they apply to your project.

3. Confirm Completion

Once finished, submit the confirmation form so our team can review everything and begin the next step.

Important: Please do not send passwords. If you get stuck, take a screenshot and send it to our team so we can guide you.

Step 1: Watch This First

Start here before connecting any accounts. This short overview explains how to use this setup center and what to complete before your project begins.

Setup Overview Video Placeholder

Step 2: Connect the Accounts Needed for Your Project

Complete only the steps that apply to your project. Some projects may not require every account listed below.

Stripe

Used for payments, checkout pages, invoices, and subscriptions.

Facebook

Used for pages, messaging, lead tracking, and ad-related tools.

Instagram

Used for content management, social posting, messaging, and ads.

LinkedIn

Used when LinkedIn is part of your content or lead generation strategy.

Meta Ad Account

Used when paid ads are part of your marketing campaign.

Website or Platform Access

Used for websites, course platforms, booking tools, or other project tools.

Step 3: Follow the Setup Videos

Use the videos below to connect the accounts needed for your project. Complete only the steps that apply.

Connect Stripe

Use this when your project includes payments, checkout pages, invoices, or subscriptions.

Stripe Setup Video Placeholder

Connect Facebook and Instagram

Use this when your project includes Meta tools, messaging, lead tracking, or social connections.

Facebook + Instagram Setup Video Placeholder

Connect LinkedIn

Use this when LinkedIn is part of your content, networking, or lead generation strategy.

LinkedIn Setup Video Placeholder

Grant Meta Ad Account Access

Use this when paid ads are part of your project and our team needs ad account access.

Meta Ad Access Video Placeholder

Grant Website or Platform Access

Use this when your project requires access to a website, course platform, booking tool, or other software.

Website / Platform Access Video Placeholder

What Happens After Setup

Use this video to understand what happens after all required accounts are connected.

Next Steps Video Placeholder
Final Step

Confirm Your Setup

Once you finish connecting the accounts that apply to your project, submit the confirmation form below. Our team will review everything and follow up if anything needs attention.

Account Setup Confirmation Form Placeholder
Do not include passwords in this form. If you ran into an issue, describe what happened or send a screenshot separately.