Let’s prepare your PRISM onboarding packet.

First name Last name Email Phone Preferred contact methodSelect oneEmailPhoneText Best contact time Time zoneSelect oneAmerica/New_YorkAmerica/ChicagoAmerica/DenverAmerica/Los_AngelesOther Company / brand name Public website Legal business name DBA (if different) Entity typeSelect oneLLCCorporationPartnershipSole proprietorshipOther Address State / region Country Active EIN?Select oneYesNo EIN last four digits

Secure-record reference (if applicable) Time in business Owners / partners and contact details Current ecommerce platform Is the site live?Select oneYesNo

Currently on MATCH, TMF, or VMSS?Select oneYesNoNot sure Ever on MATCH, TMF, or VMSS?Select oneYesNoNot sure Termination, held funds, reserve, or freeze?Select oneYesNoNot sure Active processor?Select oneYesNo Current processor name Average monthly processing / sales volume Approved monthly sales-volume bracket Approximate chargeback rate (if known)

Product / SKU count Website monitoring needed?Select oneYesNo Do you need a website build or rebuild?Select oneYesNo AI vial / product generation needed?Select oneYesNo Sale Mode needed?Select oneYesNo Affiliate monitoring needed?Select oneYesNo Current affiliate count Expected affiliate count PRISM client email / CRM setup needed?Select oneYesNo Email-list size Desired launch timeline Biggest operational problem Existing promises, special scope, or deadlines

Product categories RUO-language statusSelect oneCompleteNeeds reviewNot sure Disclaimer statusSelect onePresentNeeds reviewNot sure Policy statusSelect onePresentNeeds reviewNot sure Monthly scan needed?Select oneYesNoNot sure Existing site / platform Existing website problems Current domain registrar Current domain URL Current DNS provider Current hosting provider Current nameservers Current WordPress status Current WooCommerce status Current plugin status