Your Partnership Profile

EmersonNorth
Client Services

Before we do anything — let's get to know you.

The best work we do starts here. This profile is what our team references every time we create, strategize, or communicate on your behalf. The more you share, the better we know you — and the better everything gets.

1
Tell us about your business
Business name, niche, website, and contact info
2
Share your social profiles
Handles and profile links for every active platform
3
Connect your social accounts
One click per platform — secure OAuth, no passwords needed
4
Content preferences and goals
Tell us your tone, style, and what success looks like

Takes about 5 minutes

Step 1 of 10 — Your Business
Tell us about your business.
This is the foundation of everything we build for you — your dashboard, your content, your strategy. We're not building a template here, we're building around you. The more specific you are, the better we get at making you look good.

Add your main offerings so we understand what you do and who you do it for.

Step 2 of 10 — Your Info
Who are we working with?
Your account is built around you personally, not a company name. We use this to make sure every touchpoint — your portal, your reports, your onboarding — is directed to the right person and feels like it was made for you.
Step 3 of 10 — Your Platforms
Where is your audience?
We pull live data from every platform you select — follower counts, engagement, growth trends — so your dashboard shows real numbers, not guesses. Select everything you're active on.
Step 4 of 10 — Profile Links
Share your profile links.
These connect us directly to your accounts so we can pull your stats automatically. You'll see everything in one place from day one — no manual reporting.
Connect Stripe (optional)
Connect your Stripe account.
We sell your products for you — which means we need to collect the payments. This is how payments actually land in your bank account. Connect now in 5 minutes, or skip and do it later from your dashboard. We never see your card info.
Stripe Connect
Secure · PCI-compliant · Takes ~5 minutes
  • Your business info + bank for payouts (Stripe collects it)
  • You stay the merchant of record — money lands in your bank
  • We build products + checkout pages that sell directly to your customers
Booking Setup (optional)
Set up your scheduling the right way.
Tell us when you're open, then connect your calendar so we can check for conflicts in real time. Clients only ever see slots you're actually available — no double-bookings, no surprises.
1
Set your availability
2
Connect your calendar Save hours first ↑
Google or Microsoft
Gmail · Outlook · Google Workspace · Office 365
  • Email + Calendar in one connection
  • Send emails from your address, read your inbox
  • Calendar sync — no double-bookings
Step 5 of 10 — Tech Stack
What are you already working with?
We want to know your setup upfront — not ask questions you've answered ten times. Tell us what you have and we'll handle the rest. If you're not sure about something, "None yet" or a note works just fine.
Step 6 of 10 — Content Preferences
What's your content style?
This is how we get inside your brand before we write a single word. Every script, caption, and email is filtered through what you share here — so it sounds like you, not us. The more honest you are, the more we can show up as a true creative partner.

The closer we are to your instincts before we ever start, the less back-and-forth you'll deal with later — and the better everything looks on day one.

Dark & Moody3Light & Airy
Dense & Layered3Clean & Minimal
Serious & Formal3Warm & Approachable

List them one at a time — handle or name, plus where you follow them. Add as many as you like.

Step 7 of 10 — Goals
What does success look like?
Knowing where you're trying to go is the only way we can actually help you get there. Everything you've shared so far builds a living profile our team references before every piece of work — this is what turns execution into partnership.

Your background, credentials, personal story, or experience that no competitor can replicate. This is what we lean on when writing content and positioning your brand.

Step 8 of 10 — Brand Assets
Put your brand in our hands.
This is one of the most valuable things you can do right now. Your logo, colors, and brand files are what we reference every time we create something — so it always looks and feels like you. Clients who share assets here get better work, faster. Images and PDFs only. If you don't have files yet, your brand colors alone make a difference.

Drop files here or click to browse

JPG, PNG, SVG, GIF, WEBP, PDF  ·  No zip files

Primary
Secondary

If you have any reviews, testimonials, or quotes from happy customers, paste them here. We use these in content, ads, and your portal.

Step 9 of 10 — Meet Your AI
Every Emerson North client gets an AI assistant.
It runs inside your accounts, writes from your voice, and executes on your behalf. Give it a name.
Step 10 of 10 — Review
Everything look right?
Give this a quick check before we submit.
Business
Business Name
Niche
Tagline
Website
Audience
Market
Services
Contact
Name
Email
Platforms & Content
Platforms
Tone
Format
Primary Goal
Competitors
Accounts Connected
Tech Stack
Website Platform
Domain Registrar
CRM
Analytics
Ad Accounts
Brand Assets
FilesNone uploaded
Colors
Visual Feel
Brand Space
Emerson North
DEMO — Portal building Portal Preview

Setting up your experience...

Your portal is being built in the background.

DEMO PREVIEW

This is a preview. Your real portal will look just like this.

Enter Dashboard

Emerson North

Your portal is being built right now.

Reading everything you just told us...

This takes about 10 minutes. Feel free to leave this screen open — we'll let you know when it's ready.

Your portal is where you see everything we're doing for you. No editing, no managing, no approvals. We handle the strategy, the content, and the publishing. You focus on your practice. We focus on growing it.