This bundles up everything you marked complete — plus any details you entered — into one message so I can verify access on my end right away.
Fill this in once with your details and IDs, pick the platforms a client needs, then generate a single personalized link to send them. They'll get exact click-by-click steps with your info pre-loaded — and a way to send the details you need straight back.
Shown to the client at the top of their page.
Only needed for partner-style platforms. These appear as one-tap copy buttons inside the client's steps.
Toggle on what they need. Expand any platform to add a personal Loom/walkthrough video or a custom note.
Generates instantly from everything above. Paste it in an email, text, or onboarding doc. Update anytime and re-send.
Everything stays in the link itself — no accounts, no servers, nothing stored externally. Host this file anywhere (your site, Netlify, etc.) and the link works the same.