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 AnalyticsGrant Google Analytics Access Added angela@sexydashboards.com as an Admin. Need help? Here's some directions.Google CloudTo 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 ManagerGrant Google Tag Manager Access Added angela@sexydashboards.com as an Admin. Need help? Here's some directions.Google Search ConsoleGoogle Search Console Added angela@sexydashboards.com as a user with Full permissions. Need help? Here's some directions. Google My BusinessGoogle 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 MarketingEmail Marketing Tool Name (e.g., ActiveCampaign, Constant Contact, Klayvio)Grant Access to Email Marketing Tool Added angela@sexydashboards.com as a manager. MailChimpMailChimp 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. YouTubeGrant Access to YouTube Added angela@sexydashboards.com as an Admin. Need help? Here's some directions.Facebook Page and Instagram ProfileInstagram 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 AdsGrant Access to Facebook Ad Account Added angelalynn28 as an Admin. Need help? Here's some directions.Linkedin Company PageWe unfortunately cannot report on Linkedin Personal Profiles.Linkedin Page Added Angela Lynn as a Super Admin. Need help? Here's some directions.Linkedin AdsLinkedin Ads Added angela@sexydashboards.com as an Account Manager. Need help? Here's some directions.TwitterTwitter Added @sexydashboards as an Account Administrator. Need help? Here's some directions.PinterestPinterest Username Pinterest Password OtherDetails for Other AccountsPlease 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.