New Client Onboarding Form (Universal)

Your Name*

First NameLast Name

Business Phone

Please enter a valid phone number.

Mobile Phone

Please enter a valid phone number.

Email Address*

example@example.com

Is there a different contact person for billing/invoicing purposes?*

YesNo

Billing Contact

First NameLast Name

Billing Contact Email

example@example.com

Billing Contact Phone

Please enter a valid phone number.

Our default payment method is to bill clients around the 1st of the month for any services provided the previous month, and you will receive Net 7 terms by default, which means you have 7 days to pay the invoice. If you would like longer terms, we require a retainer. Please list your preference below.*

Set me up for auto-pay when my invoice is billed (no retainer required)Net 7 (no retainer required)Net 15 ($1,500 retainer)Net 30 ($3,000 retainer)

Name of Legal Entity*

If you don't have one yet, please enter your first and last name.

Trade Name/DBA (if different)

Type of Legal Entity

UBI #

EIN #

Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Who is the leadership team? List any other business owners, or in the case of a nonprofit, any key decision-makers such as the Executive Director, Board President, Staff, etc. Please list their names and what role they have (or will have) in the organization.

How did you hear about Launch? Please be specific so we know what's working and not working. We appreciate it!

If you are already connected with a Launch Team Member, what is their name?

Can you share your logo(s) with us?

Are there any other docs you'd like to send us?

Is there anything else you would like to share with us?

Current Rates Sheet with Descriptions - Please Download and Review

Client Rates & Basic Terms Acknowledgment

Please read carefully before proceeding.

By signing below or proceeding with onboarding, I confirm that I have reviewed and understand the Client Rates & Basic Terms document. I acknowledge that all hourly services are billed in accordance with this rate schedule, and that if I would like to receive project-based or flat-rate pricing, it must be quoted on a case-by-case basis. I also understand that I may contact my Client Success Manager at any time to explore available flat-rate or project-based service options.

Invoice payments are due within seven (7) days of issuance unless alternate retainer terms have been approved in writing and a retainer has been placed. I will contact my Client Success Manager if I wish to place a retainer for longer payment terms.

I acknowledge that maintaining an active Client Account Maintenance Fee is required to access ongoing consulting services, project-based pricing, flat-rate pricing, and any of Launch's Business Essentials packages.

I understand that this document and its terms are reviewed and updated annually, with the new version provided in mid-November for a January 1 implementation. Unless otherwise communicated in writing, continued use of Launch Industries’ services after the update date will constitute automatic acceptance of the revised rates and terms.

I further acknowledge that rates, terms, and conditions may also be updated or modified at any time with a minimum of thirty (30) days’ written notice, and such updates will become effective on the date specified in the notice.

If there is ever a discrepancy between this document and the Master Services Agreement (MSA), the document with the more recent update date shall take precedence.

By proceeding, I agree to abide by the terms of the Master Services Agreement (MSA) available at launchindustries.biz/msa.

Signature

New Client Onboarding Form

Billing Details

Company/Organization Licensing & Registration Details

Files

Client Rates & Basic Terms Acknowledgment

Please read carefully before proceeding.