Getting Started Checklist
For SC team (internal note): Once L3 (intake form) ships, this checklist's role narrows. The intake form will collect business info, branding, social proof, team profiles, and marketing fields directly. This checklist will retain only the items the form can't reasonably capture: CP575/EIN documentation, logo file, domain registrar login, Google account access. Maintain both versions during the transition; archive this version when the form is the established path. Cross-reference:
08-reference/standards/client-onboarding-form-specification.md,04-operations/sops/client-onboarding/intake-form-validation-sop.md.
Welcome to Symphony Core! Before we can set up your CRM and marketing automation, we need a few things from you. This checklist covers everything required to get started - most clients complete it in under 30 minutes.
What We Need From You
1. Your Business Verification (CP575 Form)
What it is: The CP575 is a one-page letter from the IRS confirming your business's EIN (Employer Identification Number).
Why we need it: Text messaging regulations require us to verify your business identity before activating SMS capabilities. This is called A2P (Application-to-Person) registration and protects consumers from spam.
Where to find it:
- Check your files from when you first registered your business
- Search your email for "EIN" or "CP575"
- If you can't find it, you can request a new copy from the IRS (takes 4-6 weeks) or use your official IRS documents showing your EIN
What to send us: A photo or PDF of your CP575 letter, or any official IRS document showing:
- Your legal business name
- Your EIN
- Your business address
2. Your Logo
What we need:
- PNG file with transparent background (preferred)
- High resolution (at least 500px wide)
Where to find it:
- Ask whoever designed your logo
- Check your Google Drive, Dropbox, or email for "logo"
- Look at your website files
Why we need it: Your logo appears on all forms, emails, and landing pages we create for you.
3. Your Domain Registrar Login
What it is: The account where you purchased your website address (domain name).
Common providers:
- GoDaddy
- Namecheap
- Google Domains
- Cloudflare
- Network Solutions
Where to find it:
- Search your email for "domain renewal" or "domain registration"
- Check your credit card statements for annual charges from these providers
Why we need it: To connect your subdomain (like go.yourbusiness.com) to our platform. We only need temporary access - you can change the password after we're done.
4. Google Account Access
We use one email address for all Google integrations: setup@symphonycore.com
Please grant us access to the following (instructions below):
| Platform | Access Level | Why We Need It |
|---|---|---|
| Google Business Profile | Manager | Set up review automation |
| Google Analytics (GA4) | Editor | Track your marketing performance |
| Google Search Console | Full User | Monitor your website's search health |
How to Share Google Business Profile Access
- Go to Google Business Profile
- Select your business
- Click "Business Profile Settings" → "People and access"
- Click "Add" and enter:
setup@symphonycore.com - Select "Manager" role
- Click "Invite"
For the full context on what we do with this access and how to approve Google's request email if the current owner is unreachable, see Sharing Google Business Profile Access with Symphony Core.
How to Share Google Analytics Access
- Go to Google Analytics
- Click the gear icon (Admin) in the bottom left
- Click "Account Access Management"
- Click the blue "+" button → "Add users"
- Enter:
setup@symphonycore.com - Select "Editor" role
- Click "Add"
How to Share Google Search Console Access
- Go to Google Search Console
- Select your property
- Click "Settings" → "Users and permissions"
- Click "Add user"
- Enter:
setup@symphonycore.com - Select "Full" permission
- Click "Add"
Don't have these accounts yet? No problem - we can help you set them up during onboarding.
5. Business Contact Information
| Field | Your Answer |
|---|---|
| Legal business name | |
| Business phone number | |
| Business email | |
| Physical address | |
| Business hours |
What Happens Next
Once you provide these items:
- Day 1-2: We configure your CRM subdomain and begin platform setup
- Day 3-5: We submit your A2P registration (takes 5-10 business days to approve)
- Day 5-7: We schedule your kickoff call to gather additional details
- Week 2-3: Training and go-live
Quick Reference
| Item | Required? | Blocks Setup? |
|---|---|---|
| CP575 / EIN verification | Yes | Yes - needed for SMS |
| Logo (PNG) | Yes | Yes - needed for branding |
| Domain registrar access | Yes | Yes - needed for subdomain |
| Google Business Profile access | Yes | Yes - needed for reviews |
| Google Analytics access | Recommended | No |
| Google Search Console access | Recommended | No |
| Business contact info | Yes | Yes |
Need Help?
If you're unsure how to find any of these items, we're happy to walk you through it on a call.
Contact us:
- Email: support@symphonycore.com
- Phone: (475) 244-9646
Symphony Core LLC