New Client Onboarding

Welcome to Main Street Edge

Let's Get Started

Thanks for choosing Main Street Edge! We're looking forward to helping you get your new service up and running. This short onboarding form helps us collect the basic information we need to get started. Once submitted, David will review everything and follow up with your next steps.

Share Your Information

Tell us the basics about your organization and goals.

David Reviews Your Details

David personally reviews your information and needs.

Agreement & Next Steps

We confirm your service agreement and start setup.

Tell Us About Your Organization

The basics about your business and your primary contact.

Business or organization name *

First name *

Last name *

Email address *

Phone number *

Existing website URL (optional)

Organization type

Billing contact (if different from primary contact)

Billing contact name

Billing email address

What Are We Helping You With?

Let us know the main service we're setting up, plus anything else you may be interested in.

Primary Service *

Other Services You May Be Interested In

Selecting an item only expresses interest — it doesn't commit you to any additional service or charge.

Website Design & ManagementProfessional websites, hosting, updates, contact forms, and ongoing support.Conversational AIAutomated responses to customer questions, inquiries, and incoming leads.Reputation & ReferralsSystems to request customer reviews and encourage referrals.Database ReactivationReconnect with existing customers, past leads, members, or contacts through organized follow-up campaigns.Email Marketing & NewslettersBranded emails, welcome messages, newsletters, event announcements, and ongoing communications.Social Media AssistanceHelp creating, organizing, or publishing social media content.Business Startup & Digital ConsultingHelp starting or growing a business, improving websites and SEO, creating digital tools, and advising on publishing, book projects, and other business needs.AI Workshops & TrainingPractical AI training to help your team work smarter, streamline everyday office tasks, create business documents, and develop marketing materials and other useful content.

Your Proposed Service Plan

Your service terms will be confirmed before work begins.

Your service plan and pricing will be confirmed by David before work begins. Additional services and out-of-scope work require separate approval. Domain ownership and renewal remain the responsibility of the client.

Billing Preferences

How would you like to handle invoicing?

How would you prefer to receive and pay your invoices?

Email Invoice – Pay OnlineReceive an invoice by email with a secure link to pay by credit or debit card.Email Invoice – Pay by CheckReceive an invoice by email and mail a physical check to Main Street Edge.Discuss Payment OptionsI'd prefer to discuss payment arrangements with David.

No payment is collected on this form. David will confirm your service agreement and arrange secure billing separately.

Anything Else We Should Know?

Additional notes (optional)

I confirm that I am authorized to provide this information on behalf of the organization, and I understand that David will contact me regarding onboarding and next steps. *View Main Street Edge Privacy Policy