ONBOARDING CHECKLIST

Before you can begin partnering with us we will need information from you.

Please complete the checklist below and email [email protected] with any questions.

1. Sign your Independent Contractor Agreement with The C-Suite Collective™
2. You must have your own LLC or legal business structure
3. Please fill out your welcome form. To do so you will need the following information at hand:
   • Business Information for our website
     • Bio/background (200 - 300 words)
     • Headshots
     • Focus & Specialties
     • Credentials and/or degrees 
   • Legalities
     • W-9 filled out and signed with your business EIN (upload pdf document)
     • Proof of Liability Insurance (upload pdf document)
     • Proof of Credentials (upload pdf document/s)
4. Please finish set-up of these accounts
   • Gmail
   • Slack
5. We will require a monthly online invoice from your LLC

GMAIL ACCOUNT SETUP

You will receive an email from Google with your initial sign-in instructions. If you have any questions please let us know.

If you would like to use your primary account to view and send TCC emails please follow the instructions below to set up forwarding and

Setting up email forwarding on your TCC gmail account

TCC Gmail settings

Forwarding and POP/IMAP

- Click “Add a forwarding address”

- Input your primary email address the click “Save Changes”

- Return to Forwarding and POP/IMAP to make sure “Forward a copy of incoming mail” is selected and has the correct information

Setting Up “send as” on your primary email address

TCC Gmail settings

- Accounts

- “Google account settings” under “Change account settings”

- Security

- Less secure app access Turn this “on” ignore their warnings

Primary account Gmail settings

- Accounts

- Send mail as

- Add another email address

- Use your TCC email account information to add that address

- Under “When replying to a message” click “Reply from the same address the message was sent to”