Client onboarding
Thank You!
You're in good hands. If you have any questions or concerns during onboarding, reach out to patrick@goconstellation.com.
Which forms should I complete?
Complete Marketing Information first, then only the service forms listed in your introduction email. Skip everything else.
Step 1
Marketing Information
This is the required starting point for every client. Complete this first, then use your introduction email to confirm whether any service-specific forms are needed.