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

New Customer Agreement

First, 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 →

Step 2

Intake Questionnaire

Then tell us about your business: the shared foundation plus the part(s) of the Method you've engaged. Short on time? Save and we'll email you a private link to finish later.

Start the intake →

Have questions before you start?

Ask before you sign anything. This goes straight to me, not to a queue, and asking does not begin an engagement or commit you to a phase.

Already a client? Everything we've shared with you lives in your client portal. Questions? Email hello@aperturemethod.com.