New Client Onboarding

Point of Contact Person*
First Name Last Name
Best Email Address to contact you?*

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Website URL*
Company Name*
If you have Google My Business, please list exactly as seen in Google Maps.
Company Address*
If you have Google My Business, please list exactly as seen in Google Maps.
Company Phone*
If you have Google My Business, please list exactly as seen in Google Maps.

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Company Description*
Main Products or Services Offered*
Keywords You'd Like To Target*
We will ultimately pick the exact keywords but this will give us a great idea on what you're going after.
Area(s) Served*
National? If local, what cities?
Owner / Spokesperson*
We will use this name for Press Releases and setting up certain accounts.
Company Email Address*
Used for listing in Press Releases and certain public profiles. NEVER used for contact purposes by us.
Company Hours*
If you have Google My Business, please list exactly as seen in Google Maps. (Ex: Mon-Fri 8am - 8 pm. Sat-Sun 10am-4pm)

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Logo URL
If not sure just leave blank and we'll find it
Extra Image URL 1
Extra Image URL 2
Extra Image URL 3
Video URL
Any type of company video you might have already. Youtube, Vimeo, etc.
Top 2 Competitors*

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Website Login Info*
Please provide login URL, Username, and Password
Google My Business (GMB) Access*
Might be the same login info as Google Search Console and Analytics. (Most people keep Google Search Console, Analytics, and Google My Business tied under the same Gmail account). ALSO FEEL FREE TO ADD jason.w.moss@gmail.com AS A MANAGER
Google Search Console and Analytics Access*
Please provide us with Google Search Console (WMT - Webmaster Tools) and Analytics login information if you already have it installed/verified. Please enter "Need Done" if none of this is setup and we will do it for you.
Did You Purchase Our Facebook Service?*
- Yes
- No
What is the BEST offer your business can make to get a prospect to become a lead?*
This needs to be an offer so amazing that your prospects have never heard of before. Free consultations or installations are often an over used marketing tactic.
What will be included in your offer?*
List any additional items, how this will help your customer, features included, bonuses. Example: "Our 50% off coupon includes a free consult, return visit discount, satisfaction guarantee, and a gift basket."
Please describe your PERFECT CUSTOMER. What are their traits?*
Male or Female? Age range? Income Range? Interests/Hobbies? Businesses/Companies they follow? What are their concerns? What do they value?
How will you follow up with leads?*
Phone, Email, Text, Appointment Bookings?
What email(s) do you want leads forwarded to?*
Do you have any customer reviews of your business? Where can we find these?*
Please provide links to Yelp pages, Google reviews, website testimonials etc.
Provide the most important details to your company to be used in a condensed bio.*
Non-profit affiliations, years in business, awards, start up details, etc.
Please provide us 8 of your best photos to use in our campaign.
If these are hosted on your website please provide us a link to this page, otherwise please provide a folder to your dropbox media.
Please tell us how you are different / better than your competition.*
Have you been in business longer? Do you offer a better quality product? Have you received awards/local recognition? Do your employees have extensive trainings or certifications?
What accreditations does your business have?*
BBB, Rating, Positive PR, Magazine features, Licensing, etc.
Upload File
Drop files here or
Upload files you feel we might need for your project. Company pictures, excel sheet containing all social accounts and login information, etc. **If uploading multiple pictures, please upload ZIP file containing them.
Notes:
Feel free to relay any notes or information you'd like us to know.

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Welcome To Client Onboarding

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