New client onboarding
Welcome aboard.
Two short steps to get us started. Everything is completed online and signed electronically; a copy of each document is emailed to you and saved to your secure client area. Nothing you share is reused — see our data-handling standards.
Step 1
Client Intake Form
Tell us about your business — what you do, what you want answered, and which systems we might draw on. About 10 minutes. It helps us tailor your Business X-Ray before we start.
Start the intake →
Step 2
New Customer Agreement
Review and e-sign the services agreement — fixed-fee, phase-gated, and plain-language. You'll get a signed PDF for your records the moment you submit.
Review & sign →
Already a client? Everything we've shared with you lives in your client portal. Questions? Email hello@aperturemethod.com.