Client Onboarding - Unlock My Coach

Client Onboarding Form

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PART 1: Business Identity & KYC

Business Information

Business Logo

Upload your business logo (PNG, JPG, or SVG format, max 5MB)

Click or drag to upload your logo

Legal Business Name

DBA (if applicable)

EIN/Tax ID

Business Type

Business Website

Year Established

Primary Contact

Full Name

Title/Position

Phone

Business Address

Street Address

City

State

ZIP Code

PART 2: Billing Information

Credit Card Information

Name on Card

Card Number

Expiration Date

CVV

Billing ZIP Code

PART 3: Domain & Technical Setup

Domain Information

Domain Name

Domain Registrar

Hosting Provider

Domain Login URL

Domain Username

Domain Password

PART 4: Daily Business Operations

Daily Schedule

Business Hours

Time Zone

Describe your typical business day

Include key activities, meetings, client interactions, and how you manage your time

What are your biggest daily operational challenges? What are your top 3 daily business priorities?

Team Structure

Team Size

Key Team Roles