Customer Onboarding — Account Setup

1 · Customer & Contact Info

Property group "Onboarding Details" · object: Account

Date *

Account Owner *

Registered Company Name *

Customer Group *

Customer Market *

Account Size *

Number of Potential Doors *

Main Contact Info

Order Confirmation Email Address *

Registered Address

Full Street Address *

City *

Country *

Postal Code *

2 · Payment details

Please provide signed bank confirmation of IBAN.

VAT Number *

Company Registration Number *

Bank Name *

Account Number *

Sort Code *

IBAN *

BIC/Swift Code *

Select Currency *

Payment Method *

Payment Terms *

Please upload signed bank confirmation of IBAN *

3 · Invoice details

Property group "Onboarding Details" · object: Account + Account Payable Contact

Is the billing address same as Account address? *

Yes No

"Yes" copies the Account address into the Bill-To fields automatically. "No" opens the Bill-To fields below to fill in separately.

Bill-To Company Name *

Bill-To Full Street Address *

Bill-To City *

Bill-To Country *

Bill-To Postal Code *

Account Payable Contact

Contact Person — First name *

Contact Person — Last name *

Telephone Number *

Contact Person — Email *

Bill-To Email Address *

4 · Logistics & Packaging

Drives fulfillment and pallet/labeling requirements.

Incoterm *

Incoterm Location *

Order Received Via *

MOQ per Order (amount in currency) *

Expected Lead Time (days) *

Do you require a specific Pallet type/brand? *

Yes No

Specify Pallet Type/Brand *

Pallet Dimension in cm (L x W x H) *

Maximum Weight per Pallet in KG *

Additional Packaging Requirements

Do you require deviation from standard logistic flow? *

Yes No

Specify Deviation *

Deviation from Standard Labeling *

Yes No

Specify Deviation *

Time Slot Booking Required *

Yes No

Time Slot Booking Contact

Contact Name — First *

Contact Name — Last *

Contact Email *

Contact Phone *

Delivery Note Required *

Yes No

Delivery Note Contact

Contact Name — First *

Contact Name — Last *

Contact Email *

Contact Phone *

Additional Agreements/Info

5 · Delivery locations

Each delivery location is a separate Contact record (type_of_account_contact = "Delivery Location Contact"), associated to the Account — not a separate custom object. Up to 3 per submission.

6 · Timeline

Property group "Onboarding Details" · object: Account. Filled in after the customer's submission is received.

First Order Expected Date *

Monthly Expected Sales(amount in currency) *

Onboarding Valid From *

7 · Products

Each product picked becomes its own Account Product record (custom object), associated directly to the Account — no Deal or Line Items involved. Filled in after Customer Group above is set, so options are filtered by both Account Country and channel (Retail vs. Food Service).

Do they require deviation from standard Sleeves? *

Yes No

Specify Deviation *

8 · Review & submit

Submitting creates the Account, Contact, and Product Item records live in HubSpot, and notifies Customer Care.

1 · Customer & Contact Info

Main Contact Info

Registered Address

2 · Payment details

3 · Invoice details

Account Payable Contact

4 · Logistics & Packaging

Time Slot Booking Contact

Delivery Note Contact

5 · Delivery locations

6 · Timeline

7 · Products

8 · Review & submit

Raw payload (technical details)

Submission stopped — needs manual follow-up