Client Onboarding Portal
Welcome to the
PM TO AM Family
We're ready to build your business infrastructure. This onboarding collects everything needed to architect your CRM, automations, marketing systems, and backend operations.
15–20 Minutes
Set aside focused time to provide accurate business details.
Have Assets Ready
Business info, logins, brand assets, and social links.
Secure Setup
Your data is handled with enterprise-grade security protocols.
Before you begin, have these ready:
- Business name, legal name, and owner info
- Website URL and social media profile links
- Access to your current CRM or software tools
- Brand assets: logo, colors, fonts
- EIN and business legal information (for A2P)
Step-by-step process · Takes about 15–20 minutes