AIG Web Methods

ROI National Onboarding Form






ROI National

Allen, welcome aboard. This one form gives me everything I need to start, so I never have to ask twice. A lot is pre-filled from your audit, so in many places you are just confirming. Takes about 10 minutes. I never need your passwords. The one sensitive item (your Vonage account PIN) you give me by phone or text, not here.

1. Business Basics

e.g. ROI National LLC






Your Google listing shows Suite 103; your website code shows Suite 203.







2. Brand Assets and Credentials

Please email your logo and 3 to 5 real photos (team, office, before/after homes) to admin@aigwebmethods.com. List the rest here.



Used to build the trust signals Google rewards.

3. Your Online Profiles (confirm or correct)










4. Platform Access

Please add admin@aigwebmethods.com to each, then check the box. I never need your password.

Google Business Profile (your Suite 103 listing): add me as a Manager.
How do I do this?
  1. Signed in as the owner, search your business name on Google, or go to business.google.com.
  2. Open your profile, click Settings, then People and access.
  3. Click Add and enter admin@aigwebmethods.com.
  4. Choose role Manager, then click Invite.
Google Search Console: add me as a user.
How do I do this?
  1. Go to search.google.com/search-console and sign in.
  2. Pick your property (roinational.com) at the top left.
  3. Click Settings (gear, bottom left), then Users and permissions.
  4. Click Add user, enter admin@aigwebmethods.com, set permission to Full, click Add.
Google Analytics: add me as an Editor.
How do I do this?
  1. Go to analytics.google.com and sign in.
  2. Click Admin (gear, bottom left).
  3. Click Account access management.
  4. Click the blue +, choose Add users, enter admin@aigwebmethods.com, set role Editor, click Add.
Facebook / Meta: add me as an Admin on your Page.
How do I do this?
  1. Open your Facebook Page and go to Settings.
  2. Click Page access (or People).
  3. Under People with Facebook access, click Add New.
  4. Enter admin@aigwebmethods.com, turn on full control (Admin), confirm.

Using Meta Business Manager instead? business.facebook.com, Business settings, People, Add, enter the email, give Admin, assign your Page.


If any of these do not exist yet, check here and I will create them for you.

5. Website Access (no password needed)

Your site runs on WordPress. Cleanest way to give me access:
I created an Administrator user for AIG, WordPress emailed the login to admin@aigwebmethods.com.
How do I do this?
  1. Log in to your website at yoursite.com/wp-admin.
  2. In the left menu, hover Users, then click Add New.
  3. Username aig-admin, email admin@aigwebmethods.com.
  4. Set Role to Administrator, click Add New User. WordPress emails me the password.


6. Phone Transfer (Vonage to smrtPhone)

The migration I am handling for you at no extra charge. Email your most recent Vonage bill to admin@aigwebmethods.com, and fill in the rest here.












Your Vonage account PIN: give me this by phone or text, not on this form. I will confirm your phones work on smrtPhone before anything moves, and Vonage stays on until your numbers are fully ported.

7. Goals (quick confirm)





Helps me prioritize. Stays private.

8. How We Work Together






9. Quick Acknowledgments

I agree to the AIG Web Methods engagement terms we signed.
I understand AIG will make changes to my website, Google listing, and profiles as part of this work.
I can grant or create access to the platforms above.

Sent securely to admin@aigwebmethods.com. Questions? Call (267) 918-4484.