Maggie Neely — Professional Services

Email Management
Client Intake Form

Please complete this form in full before your onboarding session so everything can be set up quickly and professionally.

Thank you for choosing this email management service! This service is designed to take the stress of inbox management completely off your plate. Once you are set up, you will receive a beautiful daily email digest every morning, priority alerts for important emails, and smart triage so nothing falls through the cracks.

Turnaround time is 3 to 5 business days from receipt of your completed form and payment.
🎁 Sign Up for Base44 Using the Referral Link Below!

You will need your own Base44 account to get started. Please sign up for the Builder Plan at $50/month — this is the plan required to run your email management system. Use the referral link below and you will both receive bonus credits!

✨ Click Here to Create Your Base44 Account
👤 Your Personal Information
⏰ Daily Digest Delivery Time
What time would you like your daily email summary delivered? Every morning you will receive a summary of your inbox. Choose the time and time zone below. Please make sure to include your time zone so your digest is configured correctly.
💻 Your Base44 Account
Already signed up for Base44? Fill in your login details below. If you have not signed up yet, please use the referral link at the top of this form. Make sure you select the Builder Plan at $50/month — this is required for your email management system to work properly.
Kept strictly confidential. Used only for your setup.
📧 Your Primary Email Account
Important — How to get your email password ready:
Gmail users: You must have 2-Step Verification turned on, then go to myaccount.google.com/apppasswords to generate a 16-character App Password.

Yahoo users: Go to Yahoo Security, then External Connections, then App Passwords, and create a new App Password.

Outlook or Hotmail users: Go to account.microsoft.com, then Advanced Security Options, and generate an App Password.

Your setup package covers one primary email account. Additional accounts can be added below for $147 each.
Kept strictly confidential. Used only for your setup.
📱 Your Telegram Account
Why do I need Telegram? All of your daily email digests, priority alerts, and important notifications will be delivered directly to your Telegram app. Please download Telegram and create a free account before your onboarding session.
Find this in Telegram under Settings. Starts with @.
The phone number linked to your Telegram account.
⭐ Your VIP and Whitelist Contacts
These contacts will NEVER be deleted, archived, or touched. List everyone important to you.
💰 Select Your Setup Package

All packages include setup for one email account. Tap a package below to select it and see your total update automatically.

Additional Email Accounts — $147 each

Your package covers one primary email account. Need more accounts monitored? Tap the + button to add them. Each additional account is $147.

0
additional account(s) × $147

Monthly Maintenance — Ongoing daily monitoring

Includes daily inbox monitoring, digest summaries, priority alerts, and ongoing triage every day. Tap an option below to select it.

🧾 Your Order Summary

Setup Package (Done For You)$297
Total Due Today$297
📋 Service Policies
🔒

No Refund Policy: This is a fully digital service. Once your setup has begun, all payments are final and non-refundable. Please review all details carefully before submitting.

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Turnaround Time: Setup will be completed within 3 to 5 business days from receipt of your completed form and payment.

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Delivery Zoom Call: All clients receive a final delivery Zoom call. You will be walked through your new system live so you can see everything working. Please have Zoom downloaded and ready.

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Confidentiality: All credentials and personal information are kept strictly confidential and used solely for setup. Your information is never shared with third parties.

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Base44 Subscription: Your Base44 Builder Plan at $50/month is your own separate expense and is not included in the service fee.

✅ Before Your Onboarding Session

Please confirm you have completed the following before your onboarding session. Check each box!

I have signed up for Base44 (Builder Plan, $50/month) using the referral link above
I have downloaded the Telegram app and created an account
I have enabled 2-Step Verification on my Gmail account (if applicable)
I have my email app password ready
I have my list of VIP contacts ready to share
I have Zoom downloaded and ready for my delivery call
I have read and understood the no-refund policy
I understand my Base44 subscription is my own separate monthly expense
✏️ Agreement and Signature

By submitting this form you confirm that all information is accurate and complete. You agree to all service policies including the no-refund policy, the 3 to 5 business day turnaround, and the final delivery Zoom call.