Portal Onboarding

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Client Onboarding

Let's get to work.

This form gives us everything we need to build your retention system. Takes about 10 minutes. Fill it out once and we're off.

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Your Business

Brand Name *

Website URL *

Ecommerce Platform *

Product Category *

Average Order Value

Monthly Revenue (approx.)

Top 3 Bestselling Products

Your Audience

Who is your ideal customer? *

What problem does your product solve for them?

Where do most of your customers come from?

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Paid ads (Meta / Google)

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Organic social (Instagram / TikTok)

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Word of mouth / referrals

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SEO / organic search

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Influencers / affiliates

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Not sure

Your Email Setup

Do you currently have a Klaviyo account? *

Yes No – please set it up for me I use a different ESP

Klaviyo Account URL Settings → Account → copy the URL

Klaviyo API Key Settings → API Keys → Create Private Key

Current List Size

Current Send Frequency

Do you have any automated flows live right now?

Yes – a few Yes – fully set up No – starting from scratch

Brand Assets

Upload Your Assets to Google Drive

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Your InboxShuttle Asset Folder

Drop your logo, brand guide, product photos, and any other files here. We have access and will pull everything when we start.

Open My Drive Folder →

Can't find the link? Check the welcome email or email us at info@inboxshuttle.com.

Primary Brand Color (hex)

Secondary Brand Color (hex)

Brand Fonts (if known) Leave blank and we'll match your site.

Brand Tone of Voice *

Goals & Context

What's the #1 thing you want email to do for your business? *

What's worked before in email (if anything)?

What hasn't worked / what to avoid?

Anything else we should know?

Your answers are saved securely. Tom and Maria will review within 1 business day.

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You're all set.

We have everything we need to get started. Tom and Maria will be in touch within 1 business day.

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