Agency White Label Fulfillment Services
Agency Info
Your Name
Agency Name
What Service Are You Onboarding?
Google Ads
Meta Ads
Search Engine Optimization
Social Media Management
Web Development
Client Information
Please collect the following information from your client’s business.
Client Name
First Name
Last Name
Client Business Name (This will appear on the ClickUp Project)
Account Type
Please Select
Lead Generation
E-commerce
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
Please Select
I Need You To Create The Account
Send A Connection Request To Their Account
It's Already Connected To My MCC
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
Please Select
Takeover Current Campaigns With Adjustments
Start Fresh - Pause Other Campaigns
Provide Campaign Focus Notes
Account Insights
If you or your client has specific goals in mind please share them below.
Cost Per Lead ($)
Lead Quantity
Facebook Ads
Please collect the following information for your client’s Facebook campaign.
Facebook Ad Account Status
Please Select
I Need You To Create The Account
Send A Connection Request To Their Account
It's Already Connected To My Business Manager
What is the ad account ID?
Monthly Ad Budget
Facebook Page URL
What is the client's Facebook Page URL?
Where Should We Drive Traffic To?
Please share the website's url.
Target Locations
Locations To Exclude (Optional)
Anything We Should Focus On?
Anything To NOT Advertise For?
Campaign Status
Please Select
Takeover Current Campaigns With Adjustments
Start Fresh - Pause Other Campaigns
Provide Campaign Focus Notes
Account Insights
If you or your client has specific goals in mind please share them below.
Cost Per Lead ($)
Lead Quantity
Search Engine Optimization
Please collect the following information for your client’s SEO campaign.
Business Owner Name
First Name
Last Name
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
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?
Please Select
Yes
No
What does engagement success look like for your client's business?
Search Rankings
Impressions and Leads
Conversions and Sales
Traffic and Brand Awareness
Top Competitors:
Is there something that the competitors are doing that you would like to replicate?
Permission to Publish Content
Please Select
Yes
No
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)
Please Select
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:
Browse Files
Drag and drop files here
Choose a file
(Please attach or provide links to the client's logo, brand color scheme, and any other visual branding guidelines.)
Cancel
of
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?
Landing Page
1-8 Page Website
15 Page Website
25 Page Website
Does your client have a current website?
Please Select
Yes
No
If Yes, What's the URL?
What’s the best way for a client to get in touch with them?
Call
Email
Contact Form
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?
Please Select
Yes
No
If Yes, Upload their Logo Here:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Do they have a Brand Manual?
Please Select
Yes
No
If Yes, Upload their Brand Manual Here:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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
Calendly
Google Testimonial
FAQs
Newsletter
Connection to CRM
Booking System
Payment Procesor
Multiple Language
Learning Management System (LMS)
Client Portal
Real Estate MLS
Other
Do you have any published material that you would like us to use as reference for content?
Please Select
Yes
No
Include your published material here:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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.
Back
Next
Thanks For Your Patience!
Please ensure all the necessary information is provided, as it will assist us in developing an effective strategy for your client.
Submit
Should be Empty: