Client Center
Everything you need to start working with us
Three simple steps, at your pace: start with a free audit, see what working together involves, then sign your agreement online when you are ready.
Step 1 · Not a client yet?
Request your free audit
A free review of how your business shows up online, with no obligation. Tell us what you want us to focus on.
Step 2 · Before you sign
Onboarding checklist
What working together involves, so there are no surprises later. You share these after you sign; skip anything you do not have. Where a platform lets you add a user, add medai@medai.digital instead of sharing a password. Please never send passwords by email; for anything else we will set up a secure way to share.
Your brand and goals
Brand files
Logo (vector or high resolution), brand colors, fonts and any photos you want us to use.
Why: So everything we make looks and sounds like your business.
Your goals
What a good first 90 days looks like for you: calls, booked appointments, signed clients or sales.
Why: So we measure the work by what matters to you, not by vanity numbers.
Your website
Most businesses have only some of these, and a simple website may need just one or two. Not sure what you use? Send us your website address and we will tell you what applies.
Domain nameIf you have it
Where your web address is registered, for example GoDaddy, Namecheap, Squarespace Domains or Cloudflare. Add us as a delegate or team member.
Why: To connect your website and email correctly and to verify your business with Google.
Website hostingIf you have it
Where your website files live, for example Hostinger, GoDaddy, Bluehost, SiteGround or WP Engine. Add us as a collaborator or user.
Why: To keep the site fast and secure (backups, SSL certificate) and to fix problems quickly.
Website builder or CMSIf you have it
WordPress, Wix, Squarespace, Shopify, Webflow or similar. Create an administrator or editor account for medai@medai.digital.
Why: To update pages, contact forms, search settings and lead tracking without bothering you.
CloudflareIf you have it
Only if your website uses Cloudflare. Invite medai@medai.digital as a member.
Why: To manage DNS records, security and speed settings that sit in front of your site.
Google and marketing
Google Business Profile
Add medai@medai.digital as a Manager on your profile.
Why: To keep your Maps listing accurate, post updates and respond to reviews.
Google Analytics and Search ConsoleIf you have it
Add medai@medai.digital as a user on both.
Why: To see where visitors and leads come from and to fix how Google reads your site.
Google AdsIf you have it
Send us your Ads account ID; we will send a manager link request for you to accept.
Why: To build and manage campaigns while billing stays on your own account.
Social mediaIf you have it
Add us to Meta Business Suite and your LinkedIn page as an admin or editor.
Why: To publish posts and run ads under your brand.
CRM, phone and formsIf you have it
Access to your CRM (GoHighLevel, HubSpot or other), call tracking and where website leads arrive.
Why: To make sure every call and form becomes a lead that gets followed up.
Why we ask, and how you stay in control
- We ask only for what your plan actually uses.
- You stay the owner. We work as a user on your own accounts and never ask you to transfer ownership.
- You can remove our access at any time, usually in the platform's Users, Team, or People and access settings. Removing us does not change your website, listings or data.
- Prefer not to share an account? Tell us, and we will find another way, such as a short screen-share.
- When we stop working together, we hand back anything we created for you and can walk you through removing our access.
Questions while you get set up? Call +1 (832) 807-9640 or email medai@medai.digital.
Step 3 · Ready to start
Sign your agreement
Read our Master Services Agreement with your details and the fees we agreed in place, then sign by typing your name. It takes about five minutes, with no account or app. You get a copy by email right away, and the fully signed copy as soon as we countersign.
If we sent you a personal link, use that one: your details are already filled in.
After you sign
- 1
Your signed copy
Once we countersign, you get the fully signed agreement by email and a private link to view it anytime.
- 2
Kickoff call
We confirm goals for your first 90 days, your main contact and a weekly check-in time.
- 3
Share access
Work through the checklist above so we can start without waiting on logins.
- 4
First 90 days
We build, launch and report. The agreement starts with a 3-month initial term.
EDAI
Marketing and technology partner for small and mid-size businesses.
Visit our Houston office
1001 West Loop South, Suite 700KHouston, TX 77027Mon to Fri, 9 AM to 5 PM, by appointment+1 (832) 807-9640Get directions →
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