White Label Onboarding Form

Agency White Label Fulfillment Services
Agency Info

Your NameAgency Name
What Service Are You Onboarding?
Client Information

Please collect the following information from your client’s business.
Client Name

First NameLast Name
Client Business Name (This will appear on the ClickUp Project)
Account Type
Website URL
Website Login Credentials:
Client Business Description
Ideal Customer Description
Describe your client's ideal customer/audience? (age, gender, interests, income)
Value Proposition

Please collect the following information from your client’s business.
What makes your client's business unique from its competitors?
Competitors
Please list the websites from your client's 3 main competitors:
Google Ads

Please collect the following information for your client’s PPC campaign.
Google Ad Account Status
What is the account ID?
Monthly Ad Budget
Where Should We Drive Traffic To?
Please share the website's url.
Target Locations
Locations To Exclude (Optional)
Anything We Should Focus On?
Anything To NOT Advertise For?
Campaign Status
Provide Campaign Focus Notes
Account Insights
If you or your client has specific goals in mind please share them below.
Cost Per Lead ($)
Lead Quantity
Facebook Ads

Please collect the following information for your client’s Facebook campaign.
Facebook Ad Account Status
What is the ad account ID?
Monthly Ad Budget
Facebook Page URL
What is the client's Facebook Page URL?
Where Should We Drive Traffic To?
Please share the website's url.
Target Locations
Locations To Exclude (Optional)
Anything We Should Focus On?
Anything To NOT Advertise For?
Campaign Status
Provide Campaign Focus Notes
Account Insights
If you or your client has specific goals in mind please share them below.
Cost Per Lead ($)
Lead Quantity
Search Engine Optimization

Please collect the following information for your client’s SEO campaign.
Business Owner Name

First NameLast Name
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone number
Please enter a valid phone number.Format: (000) 000-0000.
Business Email
example@example.com
When was the business established?
What are your client's main products/services?
We're talking about products/services that may be most profitable for your client's business.
Which geographical location(s) does your client's business target?
Does the business have multiple locations?
What does engagement success look like for your client's business?
Top Competitors:
Is there something that the competitors are doing that you would like to replicate?
Permission to Publish Content
Please confirm if we are allowed to publish content on the client's website without requiring prior approval.
Social Media Management

Please collect the following information for your client’s Organic Social Media campaign.
Client's Existing Social Media Profiles (Please provide URLs):
Facebook,Twitter,Instagram,LinkedIn,Other
Are there any specific social media platforms your client wishes to focus on?
Does your client currently have a content calendar or posting schedule? (Yes/No)
Who is your client's target audience? (Please include any demographic information, interests, and behaviors you deem relevant.)
Client's Brand Voice & Tone:
(Describe the personality and tone of voice your client's brand uses in communications, e.g., professional, casual, friendly, authoritative.)
Client's Visual Brand Elements:

(Please attach or provide links to the client's logo, brand color scheme, and any other visual branding guidelines.)
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Are there any specific themes or messages your client wants to emphasize in their social media content?
What are your primary goals for your client while using social media?
(E.g., Increase brand awareness, drive website traffic, generate leads, customer service.)
Do you have any specific key performance indicators (KPIs) or metrics you aim to achieve for your client?
Are there any content themes or topics your client wishes to avoid?
Please list any known competitors of your client and their social media profiles (if any). This will help us understand your client's market position and identify opportunities.
Is there any other information you believe is crucial for us to know about your client?
Website Development

Please collect the following information for your client's website build.
What type of site are we developing?
Does your client have a current website?
If Yes, What's the URL?
What’s the best way for a client to get in touch with them?

Other
For SEO purposes, what is the main location we should target in the content? {Headlines}
Who should receive the notification for form submissions?
WordPress Username
We will need access to your hosting, domain, and emails in order to go live with your page. This information will be kept strictly confidential.
Email Host Provider
We will need access to your hosting, domain, and emails in order to go live with your page. This information will be kept strictly confidential.
Email Host Access
We will need access to your hosting, domain, and emails in order to go live with your page. This information will be kept strictly confidential.
Domain
We will need access to your hosting, domain, and emails in order to go live with your page. This information will be kept strictly confidential.
Does your client have a Logo?
If Yes, Upload their Logo Here:

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Do they have a Brand Manual?
If Yes, Upload their Brand Manual Here:

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Meet the team section
Who is on their team and what are their roles?
Provide the links of your website inspirations
Websites preferably in your industry, that you stumbled upon and loved or that you’ve wished your website looked like. We use these sites to draw ideas and also better understand your vision. If you don’t have 3 that’s ok add as few or as many as you want.
Select Special Feature that you would like to display on the website
Do you have any published material that you would like us to use as reference for content?
Include your published material here:

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Provide the names and websites of your 3 top competitors
You don't need to like these pages, but we want to make sure your website stands out against your competitors
What do your current competitors’ websites have that you wish to have?
What types of things do you see on other websites that you really hate?
Do you have Accreditations?
Please list them above
Do you have a privacy policy?
Provide your privacy policy above
Should we include terms and conditions?
Provide the terms and conditions above.

Agency White Label Fulfillment Services

Client Information

Value Proposition

Google Ads

Facebook Ads

Search Engine Optimization

Social Media Management

Website Development

Thanks For Your Patience!