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    Get Ready for Your
    OmniSAM
    Connection Call Checklist

    You've booked your connection call — yay! 🎉

    This page will help you gather what you may need before your call so we can help you get connected faster.

    Please tick off each item as you gather it. Your progress will be saved on this device, so if you come back to this page later, your checklist should still be here.

    Attend on a computer

    Please attend your call on a computer, not just a phone.
    You may be required to share your screen so we can guide you through logins, settings and connections during the call.

    Before your connection call, please also complete your New User Business Assessment

    This helps us understand where your business is now and how we can best support you.

    Complete Business Assessment

    What This Call Is For

    Your connection call is where we help you start connecting OmniSAM to the key parts of your business, including your domain, email, calendar, payment gateway, social media accounts, brand assets and more.

    Please review the checklist below before your call and gather anything you already have access to.

    Don't worry if you don't have everything yet.

    We have workarounds, and we'll help you work out the next best step.

    1New User Business Assessment
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    Before your connection call, please complete your New User Business Assessment. This helps us understand where your business is now and how we can best support you.

    Complete Business Assessment
    I have completed the New User Business Assessment

    Please have your basic business information ready so we can set things up correctly inside OmniSAM.

    Business name
    Business address
    Business phone number, if you already have one
    Business registration number for your country

    Not sure what applies to you? That’s okay — we can help you work it out on the call.

    Section Summary

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    New User Business Assessment
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    Business Details
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    Domain Login
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    Email Hosting Login
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    Calendar Login
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    Payment Gateway Login (if applicable)
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    Brand Assets
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    8
    Social Media Account Logins
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    9
    Review Connection
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    10
    Phone Line Connection (Optional)
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    In progress
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    Your Progress

    0 of 32 items ready
    0%

    No stress — start with what you have.

    This checklist saves on this device only.

    What If You Don't
    Have Everything?

    Please don't let missing logins, files or documents stop you from attending your call.

    We can still help you:

    • Work out what you already have
    • Identify what is missing
    • Choose the best workaround
    • Create a next steps list
    • Prioritise what needs to be connected first

    The goal of your connection call is to help you move forward — not to make you feel overwhelmed.

    A Quick Note About
    Passwords

    Please do not email sensitive passwords unless you have been given a secure process to do so.

    This page should only be used to tick off what you have ready. Do not enter or save passwords on this page.

    Have your logins nearby during the call so you can access accounts, share your screen if needed, and complete any verification steps safely.

    Ready for Your Call?

    Bring what you have, attend on a computer, and we'll help with the rest.

    Return to OmniSAM

    Your checklist progress is saved on this device, so you can come back to this page before your call.

    OmniSAM Logo

    Get Ready for Your
    OmniSAM
    Connection Call

    Your step-by-step checklist to prepare for your setup call.

    Please review this checklist and gather anything you already have access to. Don't worry if you don't have everything yet — we have workarounds and will help you work out the next best step.

    Connection Call Checklist

    OmniSAM Logo

    1. New User Business Assessment

    Before your connection call, please complete your New User Business Assessment. Visit: connect.omnisam.com.au/widget/survey/1YI30p5HuO2ne9nDLeMA

    I have completed the New User Business Assessment

    2. Business Details

    Please have your basic business information ready so we can set things up correctly inside OmniSAM.

    Business name(Used to name your OmniSAM account and for billing purposes.)
    Business address(Required for compliance on email marketing and invoices.)
    Business phone number, if you already have one(Used as your main contact number on your account and forms.)
    Business registration number for your country(e.g. ABN/ACN (AU), EIN (US), Company Number/UTR (UK), or Business Number (CA).)

    Not sure what applies to you? That’s okay — we can help you work it out on the call.

    3. Domain Login

    If you have a domain name for your business, please have your domain login ready.

    Domain registrar login(Where you bought your domain (e.g. GoDaddy). We need this to connect your website or funnels.)
    DNS access(Needed to add records so OmniSAM can send emails on your behalf and host your site.)
    Website domain details(The actual URL you want to use (e.g. www.yourdomain.com).)

    Example providers: GoDaddy, Crazy Domains, Namecheap, Squarespace, Wix, Cloudflare or another domain provider.

    Important: If you have an existing website, we will not be touching that. There will be no website downtime, so you don't need to worry.

    If you don’t have a domain yet, that’s completely fine. We have a workaround and can talk you through your options.

    4. Email Hosting Login

    Please have access to the email system you use for your business.

    Email hosting login (Google Workspace, Outlook, or other)(To connect your email so replies sync directly into OmniSAM. Have your Google, Microsoft, or other provider login ready.)

    If you don’t use Gmail or Outlook, don’t worry. We’ll help you work out what’s needed.

    5. Calendar Login

    Please have access to the calendar you want connected to OmniSAM.

    Calendar login (Google, Outlook, or other)(To sync your appointments and block out times you're busy.)

    This helps us connect booking calendars, appointments, reminders and scheduling tools correctly.

    6. Payment Gateway Login (if applicable)

    If you want to take payments through OmniSAM, please have your payment gateway login ready.

    Stripe login(To process credit card payments directly through OmniSAM.)
    PayPal login(To offer PayPal as a payment option on your funnels and invoices.)
    Square login(To process payments or sync products with Square.)
    Other payment gateway login(For any other supported payment processors.)

    If you don’t have a payment gateway yet, we can discuss your best options during the call.

    7. Brand Assets

    Please have your main brand assets ready so we can make your setup look and feel like your business.

    Business logo(To brand your emails, invoices, and funnels.)
    Headshot or profile photo(To personalize your user profile and meeting links.)
    Brand colours, if you have them(To customize the look of your forms and websites.)
    Email signature(To automatically append to your outgoing emails.)
    Short business description(Used for SEO metadata or standard website copy.)
    Website link, if you have one(To link your existing site or reference your current content.)

    If your branding is still simple, that’s totally fine. We can start with what you have.

    8. Social Media Account Logins

    If you want your social media accounts connected to OmniSAM, please have access to the relevant platforms.

    Facebook login and business page access(To connect Facebook Messenger and schedule posts.)
    Instagram login and account access(To connect Instagram DMs and schedule posts.)
    TikTok login and account access(To schedule TikTok videos directly from OmniSAM.)
    YouTube login and channel access(To schedule video uploads.)
    LinkedIn login and page/profile access(To schedule LinkedIn posts.)
    Any other platforms you use for your business(For any other supported integrations.)

    Please make sure you can log in and access the correct business pages, profiles or accounts before the call.

    9. Review Connection

    If you want to connect your review platforms to OmniSAM, please have access to them ready.

    Google Business Profile login(To connect Google reviews and Google Chat.)
    Facebook Business Page login(To connect Facebook reviews.)
    Trustpilot login(To connect Trustpilot reviews.)
    Any other places you get reviews (e.g. Yelp, TripAdvisor, ProductReview, TrueLocal)(For any other supported review integrations.)

    If you don’t have a Google Business Profile yet, you can register for one here. You can also set up a free Trustpilot account here.

    10. Phone Line Connection (Optional)

    If you would like to connect a phone line inside OmniSAM, please let us know during your connection call.

    Know which country your business is based in(Determines the regulations and pricing for your phone number.)
    For Australian businesses, have an ASIC document ready that shows your ACN and business address, if applicable(Required by Australian telecommunications law to register a local number.)

    Important: There is an additional monthly fee for phone line rental. The cost depends on your country and the type of number required. We can quote this during your connection call.

    If you don’t already have the ASIC document with your business address, you can obtain one from ASIC. The document is called 'ASIC Current Company Extract' and costs $10 AUD.

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