Client Onboarding Form Client Onboarding Form Δ Step 1 of 5 20% Project Point of ContactPOC Name(Required) First Last POC Email(Required) POC Phone Number(Required) Company Contact InformationCompany Name to use in Marketing(Required)Primary Company Email(Required) Primary Company Phone Number(Required)Company Physical Address (to use for Google and Marketing) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Login InformationHave you purchased a domain name for your website already?(Required) Yes No What is the login info to the account for your domain name?(Required)What is Your Website URL? Do you have a domain name that you would prefer that we use for your new site?Do you want us to set up Google Workspace for your business for $14/mo/user?(Required) Yes No What email accounts do you want created for $14/mo/email?(Required)Please select any of the following that you have accounts created for(Required) Facebook Business Page Instagram Business Page LinkedIn TikTok X/Twitter YouTube Google My Business Yelp Business Page Trip Advisor Business Page Yellow Pages Listing Bing Listing Apple Maps Listing Mailchimp Constant Contact CRM- Hubspot, Infusionsoft, Go High Level, etc Payment Processor Calendar Software/Integration Other Marketing Resources (ordering software, IDX, MLS, etc) None What is your Facebook Business Page URL?(Required)What is your login information for Instagram?(Required)What is your login information for LinkedIn?(Required)What is your login information for TikTok?(Required)What is your login information for X/Twitter?(Required)What is your login information for YouTube/Google?(Required)What is your login information for Google My Business?(Required)What is your login information for Yelp Business?(Required)What is your login information for Trip Advisor?(Required)What is your login information for Yellow Pages?(Required)What is your login information for Bing?(Required)What is your login information for Apple Maps?(Required)What is your login information for Mailchimp?(Required)What is your login information for Constant Contact?(Required)What is your login information for your CRM?(Required)What URL to go visit to login to your CRM?(Required)What is your login information for your Payment Processor?(Required)What URL to go visit to login to your payment provider?(Required)What is your login information for your calendar software?(Required)What URL do you visit to login to your calendar software?(Required)Please provide any other logins that we will need for your project that are not listed above.(Required) Marketing OverviewWhat are the demographics of your target market?(Required)If you have a logo already, please attach a vector version of your logo Drop files here or Select files Max. file size: 8 MB. What areas do you service?(Required)What is the primary problem that you solve?(Required)Do you offer any specials or offers to acquire new clients?(Required)Share any slogans, sayings, or mottos you want us to use in your marketing.(Required)If you have a mission statement, vision statement, core values, please share them here.(Required) Website DetailsAbout Page: Provide bio for team membersUnfortunately, we don't know your staff yet, so the more you can provide the better off we will be here. Please ensure to include all headshots/Images, Bios, Social Media links, & Contact Info you would like to have listed for each staff member.About Page: Provide headshot for team members: Drop files here or Select files Max. file size: 8 MB. Do you/your company have any certifications or memberships that you want highlighted?(Required) Yes No Please list/provide the certification/memberships you want us to highlight.(Required)Do you have any pre-written blogs that you would like for us to add to your website?(Required) Yes No Please provide the pre-written blogs and featured image for each blog.Upload files of your pre-written blog posts Drop files here or Select files Max. file size: 8 MB. Legals: Provide your desired Privacy PolicyYou can use an online generator like: https://www.privacypolicygenerator.info/ or ChatGPT. We recommend having an attorney review this.Legals: Provide your desired Terms & ConditionsYou can use an online generator like: https://termly.io/products/terms-and-conditions-generator/ or ChatGPT. We recommend having an attorney review this.
