---
title: 1. Onboarding
description: "**Setting Up Your Account:** - **Tell us about your business:** If you weren't prompted when [signing up](https://clients.financevine.ca/signup/), to kick things off, we need some information from you. Our intake form is designed to be simple. Just click [here](https://clients.financevine.ca/signup/onboard/) and tell…"
url: "https://clients.financevine.ca/docs/onboarding/"
updated: "2025-03-27"
category: 2. Onboarding
---

# 1. Onboarding

**Setting Up Your Account:**

- **Tell us about your business:** If you weren't prompted when [signing up](https://clients.financevine.ca/signup/), to kick things off, we need some information from you. Our intake form is designed to be simple. Just click [here](https://clients.financevine.ca/signup/onboard/) and tell us a little about your business and where you are having struggles currently in your marketing efforts.
- **Behind the scenes:** Once you submit the form, our expert team will carefully review it and start building your profile to add to the distribution rotation. 
- **[Pre-launch call](https://clients.financevine.ca/docs/the-pre-launch-call/):** Before your account goes live, your Account Manager will schedule a quick video call with you. During this call, you'll have the chance to ask questions, test out the lead delivery system, and make sure you're comfortable with how everything works.
- **Getting ready to launch:** Within one week of submitting your form, you'll receive your first lead if all the above steps are completed.