Stratus Marketing | Client Onboarding

Business verification

Start with the official business details.

We use this for your website setup and business texting registration prep. This information stays inside your Stratus setup workflow.

Legal business name * EIN / Tax ID * Business registration type * Business phone number * Business email *

Authorized representative

Who should approve setup details?

This should be the owner, manager, or authorized person who can confirm business and call/text setup information.

Authorized representative name * Authorized representative job title * Best phone number for call/text setup updates *

Brand assets

Give us the brand and online presence.

Upload your logo and share the links we should reference while building your site and funnel.

Brand colors * Current website Facebook page Instagram profile

Services and service area

What do you sell, and where?

List the services or programs we should feature and the locations you want to attract customers from.

Services offered * Areas served *

Offer and customer strategy

Help us position the funnel.

These answers help us write the website and funnel around the kind of customers you actually want.

Company story / main offer * Ideal student / ideal customer * Primary call-to-action Example websites you like Competitors or references

Final review

Confirm your onboarding details.

Review your information, then submit it securely to Stratus Marketing. Once we receive it, our team will review everything and begin preparing your setup.

What happens after you submit? Your information is sent to Stratus Marketing for review. We’ll use it to prepare your website buildout, business texting setup, and funnel strategy.