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Client Onboarding

Test Client

Howdy doody. Please share your stuff so we can work.

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How this page works

You'll notice a button “I've shared access” under each task. It's helpful if you click this once you've attempted to add us — we'll be notified and will let you know as soon as possible if there's an issue.

If you notice “Stuck”, this usually means we need help on your end, so be sure to check the notes!

We'll update you as we gain access to these items, but you can always check back here for the latest status.

  • How to share access

    Go to business.google.com → your profile → Businesses / Users → Add. Add our agency number 5415495517 as a Manager; or accept our management request if you received an email from Google.

  • How to share access

    For WordPress: Users → Add New, create an Administrator account for launch@hoopless.com. For other platforms (Shopify, Squarespace, Wix, Webflow), invite us as a collaborator/admin and let us know the platform.
    Note / bottleneck

    Client says they added us, but we never received email notification or password link. Please try creating a password manually and sending it to launch@hoopless.com.

    Client shared access — waiting on Hoopless confirmation

  • How to share access

    In Google Ads: Admin (tools) → Access and security → +. Add our manager account ID (we'll send this) with Admin access, or invite launch@hoopless.com directly.
    Client shared access — waiting on Hoopless confirmation

  • How to share access

    In GA4: Admin → Account/Property Access Management → +. Add launch@hoopless.com with Editor (or Administrator) role.

  • How to share access

    Complete the design brief questionnaire and have a brand voice interview for web design kick-off.

  • How to share access

    Invite launch@hoopless.com as a user/admin in your CRM (HubSpot, Pipedrive, etc.). Let us know which platform you use.
    Client shared access — waiting on Hoopless confirmation