New Client Request Form
PDFComplete this form to get started with Grey Meta. Includes your business details, the services you're interested in, and any initial context.
DownloadResources
Download the forms you need to get started, submit a request, or manage your account. If you cannot find what you need, email us directly.
Documents marked New have been recently updated. Existing clients can also submit requests through the Client Portal.
001 • Onboarding
Everything you need to get started as a new Grey Meta client.
Complete this form to get started with Grey Meta. Includes your business details, the services you're interested in, and any initial context.
DownloadStandard service agreement template used for new client engagements. Review before your onboarding call.
Download002 • Support
Log a general support or admin request for our team.
Use this form to log a support request for any ongoing service. Describe the issue and your preferred resolution timeline.
DownloadSubmit an admin or operations support request — task assistance, document preparation, data entry, and more.
Download003 • Payroll
Forms and documents for payroll setup and ongoing management.
Business and employee details required to start your outsourced payroll service. Complete one form per pay group.
DownloadIndividual employee information required for payroll onboarding — complete one per new employee.
DownloadUse this form to notify Grey Meta of any changes to pay rates, hours, entitlements, or employee details.
Download004 • IT
Raise an IT issue, system request, or tech support query.
005 • Admin
General admin, agreements, and operations documents.
Email us directly or log into the client portal to submit a request, and we'll get back to you within one business day.
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