Client Onboarding Form
Customer Details:
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is this your mailing address?
Yes
No
Can this address be listed publicly
*
Yes
No
Phone Number
*
E-mail
example@example.com
Legal Business Name
*
Name Registered with the IRS
Doing Business As
*
Name you are doing business as
EIN #
*
Tax ID provided by the IRS
City or County your Business is Based in
*
Counties You Want Your Ads to Run In
*
If you discussed counties / cities with your sales person please list them here
Top 4 services to advertise for
This is to get your campaigns running for the top services your provide
Other services you offer
These will be added to your campaigns but may not show up as a main service on your website.
Google Ads # (If Applicable)
Social Media Links (Facebook, Instagram, Tiktok, Youtube, Linkedin)
What is your current monthly revenue
*
How much money you make in one month.
What is your monthly revenue goal in 12 months?
*
What you want to make in one month.
What is your overall goal for your business?
*
What your main goal is for growing your business? (Example: More money, New machines, Family, Freedom, Etc..)
What differentiates you from your competitors?
*
Do you have a specific industry expertise? simple solution? on-site service offering? new way of approaching things?
What Machines are you running?
*
What machines do you to get the job done?
How many employees do you currently have?
Do you rent or own your equipment?
Own
Rent
Both
The Second Part Of This Form Will Help Us Create The PERFECT Landing Page or Website
Domain Ideas ( https://wordpress.com/domains/ for available)*
If you have a domain already, list it here... or tell us a bunch of ideas you have!
Describe your main service in detail
who is it for? what is it? when can they obtain it? why would they want it?
Describe your 2nd 'most popular' service in more detail
who is it for? what is it? when can they obtain it? why would they want it?
Describe Any Additional Services You Offer
who is it for? what is it? when can they obtain it? why would they want it?
About Your You and Your Business
Please write a short description of your business as if you were writing it for an "About" page on your website. Our team will help you refine and expand this description, but your business' unique story (in your words) creates personal connection for potential customers!*
Some people love the fact you are NEW and some people want to know you are OLD AND EXPERTS in your field - which is it? Tell us how it began - like a good story.
How many years have you been in business?
Where can we find your reviews?
If you have any reviews let us know where they are at!
What is a Favorite Quote you like to use to describe your business?
Use Google if you need to!
How Many Years Have You Provided Land Clearing Services?
Graphics and Branding
For website images, I will...*
Let you choose stock photos and update them after we launch
Share my photos so you can add them before we launch
For website colors, I will...*
Let you choose best colors
Tell you what colors (TIP: use https://coolors.co/)
For website fonts, I will...
Let you choose best fonts
Tell you what fonts (TIP: use fonts.google.com)
For website logo, I will...
Use text to begin, and update after we launch
Share a logo I have already designed
Have our team design a logo ($300)
Any Other Insights or notes for us?
We will start with a proven website framework that is going to LAUNCH STRONG online and will make it blow you away (and your customers).... but is there any other features or inspiring things to share with us?
What is your Shirt Size? ( if multiple owners choose multiple sizes)
S
M
L
XL
XXL
XXXL
XXXXL
Here is the link to give us access or create all accounts we will need to run ads(Google Ads, Facebook Ads, And Google Ads Manager)Follow the instructions closley, and it will walk you through it. If you get to a point where you can not figure it out we will fill in the gaps on the onboarding call. Click this link to get started:
https://app.leadsie.com/connect/rise/manage
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