QUESTIONS ABOUT ONBOARDINGKnow what happens before you begin.
How long does onboarding take?
The live experience is nine guided sections and saves progress as you work. Timing depends on how much detail and evidence you provide; you can return instead of completing it in one sitting.
What if I do not have a logo, photos, or brand colors?
Use what you have and leave clear gaps. The form explicitly allows PGT to help develop missing brand and copy inputs.
Do I have to write polished copy?
No. Short factual answers are useful. PGT uses the approved facts to draft and refine public-facing material for your review.
Should I include client financial or account data?
No. Submit business, brand, service, system, and approved proof information only. Do not submit sensitive end-client tax, financial, account, or portfolio information.
Can I save and return?
Yes. The live onboarding experience displays progress and auto-save behavior so you can complete it over multiple sittings.
What happens after submission?
PGT reviews the record, resolves gaps or contradictions with you, and uses the approved inputs as the build brief.
See how the build works →