Client onboarding
My Revenue
Engine.
One connected journey. Built around your business.
Share your business, your offer and where you want to go. We’ll use your answers to connect the ads, the funnel and the follow-up.
No account needed. No passwords, ever.
- About 20 minutes
- Answer what you can — nothing is lost if you step away.
- Saves as you go
- Your progress is stored automatically on this device.
- No passwords, ever
- We only ask for partner or user-level account access.
What we'll cover
Your Onboarding Journey.
You can jump between them and come back at any time.
- 01
Business & Brand
The essentials about your company and how your brand should sound and look.
- 02
Services & Ideal Clients
What you sell, and exactly who we should put it in front of.
- 03
Your Offer
Pricing, packaging and the promise that makes people say yes.
- 04
Credibility & Proof
The evidence that makes strangers trust you quickly.
- 05
Current Marketing & Performance
Where you're advertising today and how it's actually performing.
- 06
Account Access
So we can launch without delays. Partner or user-level access only.
- 07
Sales & Lead Handling
What happens the moment a new lead comes in.
- 08
Service Agreement
Please review and sign the Marketing Services Agreement and Order Form before we schedule your kickoff call.
- 09
Kickoff Scheduling
Last step — let's get your strategy call in the diary.
Security
Your Information Stays Private.
Submissions and uploads are sent over an encrypted connection and are only visible to the My Revenue Engine team. We never ask for passwords — where we need to work inside your ad, analytics or website accounts, you invite us as a partner or user and can remove that access whenever you like.
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