Client Onboarding

Ready to begin
Onboarding?

Complete your intake in under 5 minutes. Help us understand your business so we can hit the ground running — faster.

1 Business
›
2 Goals
›
3 Competition
›
4 Brand
›
5 Final Notes
Begin Onboarding New to Zorm?
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Get Your Onboarding Link

Let's get you
set up.

Fill in your details and your dedicated Project Manager will send your personalized onboarding link within a few hours.

The Onboarding Process

5 steps.
Under 5 minutes.

Once you receive your link, you'll complete a guided intake covering everything we need to build something remarkable together.

1
Business Overview
Industry, current website, and a description of what you do and who you serve.
2
Goals & Vision
Your primary objectives, target audience, and what success looks like to you.
3
Competitive Landscape
Who you're up against, what they do well, and what you'd do differently.
4
Brand & Aesthetic
Your visual direction, brands you admire, color preferences, and existing assets.
5
Access & Final Notes
Any account access, credentials notes, or additional context before we dive in.
Typically takes 4 – 6 minutes to complete