New Client Checklist

In order to create comprehensive reports for your business, we need to connect all of your accounts. Please use this form to make sure we’ve got everything we need to get you everything you need!

Name
First Last
Email
Business Name
Which Accounts do you want reporting on?
- Google Analytics
- Google Tag Manager
- Google Search Console
- Google My Business
- Website (CMS)
- MailChimp
- Email Marketing (not MailChimp)
- Client Relationship Management (CRM)
- YouTube
- Facebook Page
- Instagram
- Facebook or Instagram Ads
- Linkedin Company Page
- Linkedin Ads
- Twitter
- Pinterest
- Any other tools you'd like to report on?
Google Analytics
Grant Google Analytics Access
- Added angela@sexydashboards.com as an Admin.
Need help? Here's some directions.
Google Cloud
To properly store Google Analytics data, we need to set up a free Google Cloud account. It will require a payment method but you will not be charged.
Click here for instructions to set this up.
Grant Access to Google Cloud
- Created a Google Cloud account.
- Added angela@sexydashboards.com as an Owner.
Need help? Here's some directions.
Google Tag Manager
Grant Google Tag Manager Access
- Added angela@sexydashboards.com as an Admin.
Need help? Here's some directions.
Google Search Console
Google Search Console
- Added angela@sexydashboards.com as a user with Full permissions.
Need help? Here's some directions.
Google My Business
Google My Business
- Added angela@sexydashboards.com as a manager.
Need help? Here's some directions.
Website (CMS)
Website (CMS)
- Added angela@sexydashboards.com as an Admin.
Please add me as a user to edit your website.
Email Marketing
Email Marketing Tool Name

(e.g., ActiveCampaign, Constant Contact, Klayvio)
Grant Access to Email Marketing Tool
- Added angela@sexydashboards.com as a manager.
MailChimp
MailChimp Login Email

Please provide the email address used to log into MailChimp. I will send an access request to this email.
Approve Access to MailChimp
- Approved angela@sexydashboards.com as a manager.
Client Relationship Management (CRM)
CRM Tool Name

(e.g., Hubspot, Salesforce, Infusionsoft)
CRM
- Added angela@sexydashboards.com as an Admin.
YouTube
Grant Access to YouTube
- Added angela@sexydashboards.com as an Admin.
Need help? Here's some directions.
Facebook Page and Instagram Profile
Instagram must be connected to a Facebook Business Page for reporting.
Grant Access to Facebook Page
- Added angelalynn28 as an Admin.
Need help? Here's some directions.
Facebook and Instagram Ads
Grant Access to Facebook Ad Account
- Added angelalynn28 as an Admin.
Need help? Here's some directions.
Linkedin Company Page
We unfortunately cannot report on Linkedin Personal Profiles.
Linkedin Page
- Added Angela Lynn as a Super Admin.
Need help? Here's some directions.
Linkedin Ads
Linkedin Ads
- Added angela@sexydashboards.com as an Account Manager.
Need help? Here's some directions.
Twitter
Twitter
- Added @sexydashboards as an Account Administrator.
Need help? Here's some directions.
Pinterest
Pinterest Username
Pinterest Password
Other
Details for Other Accounts
Please list any additional accounts you would like reporting for and indicate if you have added me as a user to the account. If adding users is not an option, please provide the username and password for each additional account.

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New Client Checklist

Google Analytics

Google Cloud

Google Tag Manager

Google Search Console

Google My Business

Website (CMS)

Email Marketing

MailChimp

Client Relationship Management (CRM)

YouTube

Facebook Page and Instagram Profile

Facebook and Instagram Ads

Linkedin Company Page

Linkedin Ads

Twitter

Pinterest

Other