CareScale Client Onboarding

1

Business basics

The legal footing your account gets built on.

Legal business name

Trade / brand name (if different)

Current website

Business structure

Sole Proprietorship Corporation Partnership Other

CRA business number (BN)

Registered tax name Used for A2P (10DLC) messaging registration — must match tax records exactly.

2

Primary contact

Who we loop in for approvals and day-to-day questions.

Full name

Role at the business

Email

Direct phone

3

Service & area

So outreach and ad targeting reflect what you actually offer today.

Cities / regions served

Service types offered

4

Where your business is now

Your current numbers, as they stand today. Rough figures are perfectly fine.

Current monthly revenue

Average monthly client value

Current monthly lead volume

Out of every 10 leads you talk to, how many become paying clients?

How is pricing structured?

Hourly rate Packages Mix of both

Rough profit margin

Currently running ads?

Yes No Paused

Planned monthly ad spend

Where is your website hosted / DNS records?

5

Your ideal client

Not who you're working with today. Who you'd want to be working with in a perfect world. Rough answers are perfectly fine.

Typical age range

Gender skew

Living situation

Household income level

Typical monthly budget capacity

What does your ideal client need in terms of services?

6

The next 90 days

We've likely already covered some of this on your strategy call. This is just here as our shared source of truth to keep everything on track.

If the next 90 days went perfectly, what would revenue look like?

What would your day-to-day role look like at that point?

Anything else we should know