New Client Onboarding Form (Universal)

New Client Onboarding Form

Welcome to Launch Industries! We are excited to have you on board and look forward to partnering with you on your journey. This onboarding form is designed to gather important information about your new business and specific needs, ensuring we provide you with the best possible support and tailored solutions. Please take a moment to complete the form below, and feel free to reach out if you have any questions. Thank you for choosing Launch Industries!
Your Name*

First NameLast Name
Mobile Phone*
Please enter a valid phone number.Format: (000) 000-0000.
Business Phone*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address*
example@example.com
Billing Details

In this section, we will collect information about your billing preferences to ensure a smooth and efficient invoicing process. Understanding your preferred payment methods, billing frequency, and any specific requirements will help us accommodate your needs effectively. Please provide the relevant details so we can establish a billing arrangement that works best for you. Thank you for your cooperation.
YesNo
Billing Contact

First NameLast Name
Billing Contact Email
example@example.com
Billing Contact Phone
Please enter a valid phone number.Format: (000) 000-0000.
Net 7 (no retainer, ACH required)Net 15 ($1,500 retainer)Net 30 ($3,000 retainer)
ACH Authorization for Auto Pay

Authorize Launch to secure ACH payment and/or Retainer Payment by providing bank details and consent. Note that you will be adding your bank account in full via our secure payment gateway (Stripe) on the next step after submitting this client onboarding form.
Business CheckingBusiness SavingsPersonal CheckingPersonal Savings
Name of Bank*
Name on Bank Account*
Routing #*
Verify Routing #*
Account #*
Verify Account #*
Upload an image of either a voided check, a direct deposit letter from your bank, or a bank statement showing your account number and name on account.*

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I authorize Launch payments (either auto-pay or retainer funds placement) to be processed in accordance with my selections above via ACH transfer. I understand that by submitting this form, I am providing consent for these transactions. This authorization will remain in effect until I give cancellation in writing in enough time for the business and financial institution to have a reasonable opportunity to act on it. Note that any retainer requested above (if applicable) will be debited from your account within 1-2 business days.
Company/Organization Licensing & Registration Details

In this section, please provide essential details about your company so we can better understand your business structure and objectives. Providing accurate information will help us tailor our services to your specific needs and ensure a smooth collaboration. Please include your company's name, address, industry, and any other relevant details that will assist us in serving you effectively. Thank you for sharing this important information with us.
Name of Legal Entity*
If you don't have one yet, please enter your first and last name.
Trade Name/DBA (if different)
Not sure - I need help decidingSole ProprietorLimited Liability Company (single-member)Limited Liability Company (multi-member)Professional Limited Liability Company (PLLC)PartnershipNonprofit CorporationCorporationGovernment EntityPublic charityOther
UBI #
EIN #
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
YesNo
Physical Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
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?
Full-Charge BookkeepingDIY (Do-It-Yourself) Bookkeeping SupportExcise Tax Filing SupportFinancial Forecasting / Cash Flow Forecasting SupportRegistered Agent Services (licensing/registration support)Brand Development or RefreshWebsite Development or RefreshSoftware Tool Support, including automations, integrations, and moreStrategic and/or Organization Development PlanningBusiness Strategy, Marketing Strategy, or Pricing Strategy SupportWeb Presence and/or Digital Marketing SupportHuman ResourcesCertifications (i.e. OWMBE, SBA, LGBTQ, Organic, GF, or something else)Other
Files
Can you share your logo(s) with us?

Please include any versions you have in whatever high resolution you have. You can also send this to us later via email at accounts@launchindustries.biz if you don't have it now.
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Are there any other docs you'd like to send us?

Just include them if we have asked you for anything, or if there is anything important you want to share.
Cancelof
Is there anything else you would like to share with us?
Current Rates Sheet

Please download and review our current rates sheet.
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.

I understand that if I would like to setup a Flex Plan, that agreement will be sent separately for signature. I will contact my Client Success Manager if I wish to put a Flex Plan in place.

I also understand 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 via ACH unless alternate retainer terms have been requested 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
Should be Empty:

New Client Onboarding Form

Billing Details

ACH Authorization for Auto Pay

Company/Organization Licensing & Registration Details

Files

Current Rates Sheet

Client Rates & Basic Terms Acknowledgment

Please read carefully before proceeding.