New Client Onboarding Form

Client Onboarding Details

Before we can process your order, we need a few details We pride ourselves on open communication.and delivering value above and beyond the normal agency - client relationship. What ever information you can supply us with helps. Do not be discouraged if you do not have all of the items requested below. Please set aside 5-10 minutes to complete this form to the best of your ability. Let's Begin...
1. Confirm the email you used during payment
example@example.com
2. What is your Official Business E-mail
3. Do you already have a Google My Business page?
3a. We will need access to your Google My Business listing. Please watch the video below and complete before moving to the next step. Our email to add is craigwdoty@gmail.com
4. Business Name Exactly as it should appear:
5. Do you already have a Google Analytics account?
5a. We will need access to your Google Analytics account. Please watch the video below and complete before moving to the next step. Our email to add is craigwdoty@gmail.com
6. Do you already have a Google Search Console account?
6a. We will need access to your Google Search Console account. Please watch the video below and complete before moving to the next step. Our email to add is craigwdoty@gmail.com
7. Please enter your website address:
www.yoursite.com
8. What is the Street Address of your business?
9. What is the City of your business address?
10. What State is your business located in?
11. What is the Zip Code of your business address?
12. What is the business phone number?
13, Do you have toll free business phone number?
14. Do you have a fax number?
"The information you provide below will help us build the foundation of your SEO"
15. Please enter all of the products / services you offer (One Per Line SHIFT + ENTER)
16. Please enter all of the Cities Served / Counties Served / Areas Served. If more than one, put your most important cities first! (One Per Line SHIFT + ENTER)
17. Primary Keywords: Tell us what you think people would type in to Google to find your product or service. (One Keyword or Phrase Per Line SHIFT + ENTER)
18. Please create a Google Drive Folder for any images/videos you have and share the link with craigwdoty@gmail.com as explained in this video.
18a. Google Drive Link:
Social Media Profiles
19. Do you have a Facebook Page for your business?
19a. Please enter your Facebook Business Page URL:
ex. facebook.com/yourbusiness
20. Do you have a Twitter Page for your business?
20a. Please enter your Twitter Page URL:
21. Do you have an Instagram Page for your business?
21a. Please enter your Instagram Page URL:
22. Do you have a LinkedIn Page for your business?
22a. Please enter your LinkedIn Business Page URL
23. Do you have a YouTube Channel for your business?
23a. Please enter your YouTube Channel URL:
24. Do you have a Yelp Page for your business?
24a. Please enter your Yelp Listing URL:
Please give us some additional information to enable us to create the most complete citations and listings possible.
25. What hours are you open, what days are you closed?
26. Payment Methods Accept [Highlight all that apply]:

Other
27. What year was your company founded?
28. Please provide a short business description - (200 Characters Max)
29. Do you have a Tag Line or Business Slogan?
29a. Type your Tag Line or Business Slogan here.
30. Please list any specialties, exclusive products, or areas of expertise. (One Per Line SHIFT + ENTER)
31. Please list all languages Spoken. (One Per Line SHIFT + ENTER)
32. Do you offer Wi-Fi?
33. Is there parking available at your location?
34. Do you offer any coupons or specials? [Get more business by adding an offer or discount. You can update or delete your coupon at any time]:
35. Do you carry any name brand products?
35a. Please list any name brand products you carry. (One Per Line SHIFT + ENTER)
36. Do you have any affiliations (BBB Member, Sites / Trade License#, chamber of commerce etc...)?
36a. Please list any affiliations (One Per Line SHIFT + ENTER)
37. Please list any previous business name, address & phone for editing business: (If business was submitted many times by you or other SEO worker)
38. Owners's Name
39. Owner's Address
40. Owner Position / Job Title:
Owner, Founder, CEO
41. Owner Bio:
42. Owner Date of Birth:
Almost finished, we just need some admin info now.
43. Please enter the URL for your Hosting / cPanel login
www.yoursite.com
43a. Hosting / cPanel User Name:
43b. Hosting / cPanel Password:
44. Please enter your the URL for accessing your website ADMIN area. (For Wordpress, it typically ends in /wp-admin)
www.yoursite.com
44a. Admin User Name:
44b. Admin Password
Thanks! That's all the questions we have. We'll review your order and contact you if we have any more questions.
Should be Empty:

Client Onboarding Details