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*
YesNoNot Sure
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:*
YesNoNot Sure
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
YesNoNot Sure
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
YesNo
19a. Please enter your Facebook Business Page URL:
ex. facebook.com/yourbusiness
YesNo
20a. Please enter your Twitter Page URL:
YesNo
21a. Please enter your Instagram Page URL:
YesNo
22a. Please enter your LinkedIn Business Page URL
YesNo
23a. Please enter your YouTube Channel URL:
YesNo
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?
CashChecksDebit CardVisaMaster CardAmerican ExpressDiscoverDiners ClubPayPalInvoiceFinancingOther
27. What year was your company founded?
28. Please provide a short business description - (200 Characters Max)
YesNo
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)
YesNo
YesNo
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]:
YesNo
35a. Please list any name brand products you carry. (One Per Line SHIFT + ENTER)
YesNo
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