<aside> 🔐

Purpose: Add the software logins we need so we can build quickly without delays.

Please add the login details for any tools/accounts connected to your funnel, website, calendar, payments, email, CRM, automations, or social media.

</aside>

<aside> ✅

What to include for each login:

• Software / Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>

<aside> 📧

Email / Inbox Access

Use this for Gmail, Outlook, business email, or any email inbox we need access to.

• Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>

<aside> 🌐

Website / Funnel Builder

Use this for ClickFunnels, GoHighLevel, WordPress, Squarespace, Wix, Webflow, domain host, hosting account, or landing page software.

• Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>

<aside> 📅

Calendar / Booking

Use this for Calendly, Google Calendar, Notion Calendar, Acuity, or any scheduling software.

• Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>

<aside> 💳

Payments / Checkout

Use this for Stripe, PayPal, checkout pages, payment processors, or billing tools.

• Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>

<aside> ⚙️

CRM / Automations

Use this for GoHighLevel, Zapier, Make, n8n, ManyChat, Airtable, Notion, HubSpot, or any backend system.

• Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>

<aside> 📱

Social Media / Content Accounts

Use this for Instagram, Facebook, TikTok, YouTube, LinkedIn, Meta Business Suite, or ad accounts.

• Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>

<aside> 🧩

Other Important Software

Add anything else we may need to access to complete the build.

• Platform:
• Login URL:
• Email / Username:
• Password:
• 2FA / Verification Notes:
• Extra Notes: </aside>