Client Onboarding Form
Please provide as much detail as possible so we can build you the best strategy possible.
Client Name
*
First Name
Last Name
Client Email
*
example@example.com
Which service or services are you interested in receiving?
*
Website Package
E-Commerce
Website Monthly Maintenance
Custom Form Creation
SEO (Search Engine Optimization)
Google PPC (Pay Per Click)
Google Local Services
Google Retargeting/Display
Google Map Ranking
Google Vehicle or Product Services
Email Marketing
Text Message BDC Program
Social Media Management
Paid Sponsored Social Media (TikTok, FB, IG, YouTube)
Search Engine Business Profile Management (Google, Yelp, Apple, Bing, Next Door)
Video Production
Audio Production
Co-Op Management
Graphic Design
Logo Design
Targeted Direct Mail
Billboards
TV/Broadcast Media Buying
OTT Media
Brand Creation
Event Marketing Program
Photo Package
CRM Management
Database Management
Digital TV in Store Program
Go Live Date
*
-
Month
-
Day
Year
Date
Company Information
Business Name
What date did you start your business?
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Phone Number
Please enter a valid phone number.
Business Email Address
example@example.com
Website URL
What are your hours of operation?
Do you have multiple locations, additional phone numbers, or other contact information?
No
Yes
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Company Background
Does your business have a tagline, catchphrase, or mission statement?
List your services and indicate if any services you would like to focus on the most.
List your target audience(s):
What is your service area? (Please include up to 20 cities you feel are important in your service area.
List any organizations, memberships, networks, or affiliations you have for your business (IE: BBB, Chamber of Commerce, industry groups, etc.):
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Website Design
Domain Provider
ex. GoDaddy
Domain Username
Domain Password
Do you have a logo?
Please Select
Yes
No
I want Mainivent to design a logo for me
Do you already have a website?
Yes
No
Website URL Login Link
Website Username
Website Password
What email address(s) should your web form(s) be sent to?
Please list any other websites you like the design of and what you like about them.
Which social media platforms do you actively use? We will link to these from your website.
Facebook
Instagram
LinkedIn
TikTok
YouTube
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Local Market Questions
Are there any specific cities, areas, regions, or counties within your service area that you would like to focus on?
Name up to 20 keywords you would search for your business in order 1-20:
Name the top 5 competitors in your area:
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Lead Generation
On average, how many leads do you currently receive per week?
How many leads would you like to receive per week through digital marketing efforts?
Are you currently managing your leads through a CRM or other software?
No
Yes
Will you be using CallRail?
No
Yes
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Next
Do you participate in any events throughout the year? Which ones?
Who is your business point of contact for decisions? (Name, Email, Phone)
Who is your billing point of contact for billing? (Name, Email, Phone)
Which do you prefer?
Electronic Invoices
Mailed Invoices
Which do you prefer?
Credit Card
ACH
Check
How often would you like to meet?
Meet Monthly
Meet Quarterly
How would you like to meet?
In Person
Zoom
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Next
Log-Ins
We provide each of our clients with a dedicated primary digital email management account and access to Google Drive assets.
Log-In Requests if selected services:
Google Search Console (add mainivent@gmail.com)
Google G4 Analytics (add mainivent@gmail.com)
YouTube (add mainivent@gmail.com)
Google My Business (add mainivent@gmail.com as shared owner)
Yelp (add mainivent@gmail.com)
Bing (add mainivent@gmail.com)
What is your current Google PPC Account ID?
What is your current Google GLS Account ID?
What is the UN/PW for your TikTock Account?
Submit
Should be Empty: