01
Submit business details
Share your approved scope, goals, current tools and project contacts.
Start Your Client Onboarding
Share the business and project details Ronit Soft Limited needs to create your workspace, assign a project owner and prepare your Google Meet kickoff.
Never submit passwords, verification codes, API keys or payment information.
Your onboarding journey
- 1
Submit business details
Share your approved scope, goals, current tools and project contacts.
- 2
Workspace and kickoff created
We create your project checklist and request a Google Meet kickoff automatically.
- 3
Assigned review and secure access
An assigned Ronit Soft owner verifies the scope before requesting role-based access.
- 4
Connected delivery
Approved details are synchronized with CRM and consented communication channels.
What happens next
A clear handoff from approved scope to secure, accountable delivery.
02
Workspace and kickoff created
We create your project checklist and request a Google Meet kickoff automatically.
03
Assigned review and secure access
An assigned Ronit Soft owner verifies the scope before requesting role-based access.
04
Connected delivery
Approved details are synchronized with CRM and consented communication channels.
Services we onboard
One coordinated onboarding process across marketing, software, automation, cloud and support services.
Meta Ads and social media
Campaign strategy, content planning, community management and reporting.
Websites and e-commerce
Conversion-focused websites, stores, integrations and ongoing improvement.
GoHighLevel CRM and automation
Pipelines, calendars, lead follow-up, funnels and operational workflows.
AI agents and WhatsApp automation
AI-assisted customer response, qualification, booking and human handoff.
Cybersecurity and cloud
Secure access, cloud infrastructure, risk reduction and operational resilience.
Business software and IT support
Custom systems, business applications, technical support and maintenance.
Step 1 of 4
Business details
Identity, contact and service scope
Frequently asked questions
Practical guidance for a secure, efficient start.
Who should use this onboarding form?
Use it after Ronit Soft Limited has confirmed your engagement or asked you to begin onboarding. If you are still exploring services, book a consultation first.
When will you request access to our systems?
Only after the engagement and project owner are verified. Access is requested through the platform’s role-based invitation process wherever available.
What is created after I submit?
We create a protected lead record, project workspace, service-specific checklist and Google Meet kickoff request. If you consent to WhatsApp, we also send a transactional onboarding update. Configured engagements are synchronized with HighLevel.
Should I submit passwords or verification codes?
No. Never submit passwords, verification codes, API keys, access tokens, private keys or payment information through this form, email or chat.
Can I onboard Meta Ads and social media accounts?
Yes. You may provide public page links and numeric asset IDs. Ronit Soft Limited will then provide the correct Business Portfolio partner or role-based invitation steps.
Need help before you get started?
Our team can confirm your engagement reference and the right service scope.