Contact Us
Marketing720 – Client Onboarding

You're in — let's get you set up

Complete this quick onboarding so our team can start work right away.

Step 1: Onboarding Form

HubSpot Form Embed

Recommended if you're using HubSpot. Create a form with the fields below (or import this list), then paste your portalId and formId in the code. Hidden fields are auto-filled from the URL (plan, session_id, UTMs).

What fields should I add in HubSpot?
Required (contact/company)
  • Business legal name
  • Website URL
  • Business phone
  • Street, City, State/Region, Postal Code, Country
  • Primary contact name
  • Primary contact email
Useful
  • Service areas (cities/ZIPs)
  • Business category (primary)
  • Hours (text)
  • GBP URL / Facebook / Instagram / LinkedIn
  • Invite-from email for access (e.g. onboarding@marketing720.com)
Hidden (auto-filled)
  • plan (single-line text)
  • stripe_session_id (single-line text)
  • utm_source, utm_medium, utm_campaign, utm_term, utm_content

(Optional) Standalone Form

No HubSpot – POST to your endpoint

If you don’t want to use the HubSpot embed, you can use this HTML form and set its action to your handler (e.g., HubSpot Forms API endpoint or a serverless function). Hidden fields auto-fill from the URL.

Business & Contact
Plain text is fine.
Access & Social
Goals & Preferences
We’ll set up compliant SMS/email review prompts.
We’ll draft & publish up to posts/week (you can change this anytime).
Confirm & Submit
Link your terms page here.

Tip: set your Stripe Payment Link to redirect here with ?plan=Core&session_id={CHECKOUT_SESSION_ID}. Create matching custom properties in HubSpot (e.g., plan, stripe_session_id) so the embed can capture them.