New Client Onboarding Form
Please complete this onboarding form. Include all relevant business information, brand, content, and contact details so the project can be set up clearly and efficiently.
Project Setup
Client Name
*
Package Tier
*
Please Select
Launch
Grow
Perform
Date Filled In
*
-
Day
-
Month
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Business Details
Business / Brand Name
*
Tagline
Industry / Type of Business
*
Years in Operation
Location Served
*
Business Description. Explain the Service you offer to your customers.
*
Offer and Positioning
Top 3 Services or Products
What makes you different / USPs
*
Who is your Ideal Customer
*
Primary Desired Visitor Action (Buy, Call, Email, etc)
*
Brand Style and Visual Direction
Preferred tone of voice
*
Professional
Friendly
Bold
Playful
Luxurious
Three adjectives that describe the brand feel
*
Brand colours
Existing Logo
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Competitor / inspiration websites
Anything to avoid visually or in copy
Site Content and Features
Desired pages
*
Home
About
Services
Portfolio/Gallery
Testimonials
Contact
Blog
FAQs
Other
Must-have features
Booking embed
Contact form
Newsletter signup
Gallery
Map
Other
Existing testimonials (paste 1-3)
Existing copy or content to reuse
Specific requests, must-haves, or "wow" ideas
Hard "no"s
Contact and Business Info
Public contact email
*
example@example.com
Public phone
Please enter a valid phone number.
Format: (000) 000-0000.
Business address
Opening hours
Existing website URL
Three adjectives that describe the brand feel
Submit
Should be Empty: