Brand Studio CRM Onboarding
TGP Brand Studio

Brand Studio CRM Onboarding

Complete this form so our team can create your account, understand your business, and prepare for your onboarding session.

20–30 minutes Secure account setup 5–7 business day production
Account Creation Step 1 of 8
Section 01

Create Your Account

These details will be used to create your Brand Studio CRM sub-account.

Section 02

Tell Us About Your Business

This helps us prepare your CRM around how your company operates.

Select your top three priorities.
Choose the areas you most want Brand Studio CRM to improve.
Section 03

Business Operations

Tell us how appointments, payments, and daily operations currently work.

Do you schedule appointments?
Do you accept online payments?
Section 04

Brand Assets and Team

Upload the assets and team information needed to personalize your account.

Team Members Who Need CRM Access
Section 05

Current Platforms and Integrations

We will connect approved platforms during your onboarding call.

Have your login access ready. Please have the correct login information and two-factor authentication device available during your onboarding call.
Which systems does your business currently use?
Section 06

Build My System

Select the features you want our team to configure for your business.

We will also make recommendations. If we identify another feature, automation, or opportunity that could benefit your business, we will discuss it during onboarding or continuous production.
Section 07

Additional Information

This section is optional.

Examples: price sheets, FAQs, service guides, scripts, contracts, brochures, customer lists, or marketing materials.
Section 08

Review and Submit

Confirm your details and authorize us to create your account.

What happens next? Your sub-account will be created, our team will review your selections, and your 60-minute onboarding call will take place within 48 hours. Production begins after the call and typically takes 5–7 business days.