Onboarding Form – LMS Site Audit

Full Name(Required)

First Last

Email(Required)

Phone (optional)

Website URL

Website Admin Login Credentials

Provide any additional notes below, but please don't post your login credentials here. Please provide an admin login to the site and other services:
You can post credentials here, or for more secure options, you can share via LastPass with [email protected] or use One Time Secret:
–AND–
Add the following as an Administrative user:

username: clpsupport
email: [email protected]

CRM

Select from the following:

Name of other CRM you use

CRM Login Credentials

Please provide an admin login to your CRM. You can post credentials here, or for more secure options, you can share via LastPass with [email protected] .

Please add the following Keap Partner ID to your app:
[email protected]

Go to the Keap Admin>> Users area and click the Add Partner button.

Notes

Please provide notes on any areas of concern or items you wish to bring to our attention for the audit.