SEO Onboarding | New Client Onboarding

Basic Information
The information requested below is the most necessary for a marketing campaign and will be shared consistently throughout the internet. Be sure to type every detail with proper capitalization and punction marks, as we will display the information provided verbatim.
Business Full Name*
Your client's business name. Include the full descriptive name of the business including location (if part of a franchise), any LLC, inc. or otherwise legal text you may include at the end of your business name.
Business Short Name
This is how a local resident may refer to your business. What is the common name for your business around your area?
Business Owner Name*
Prefix First Last Suffix
Your clients full name (we use this on directories/citations).
Business Address*
Street Address Address Line 2 City State ZIP Code

Please provide your client's accurate physical location address (same as used on the GMB). This is most commonly the business' main office location, somewhere that a customer can travel to for help in person (if applicable).
Business Website*
Your clients website (the one we're going to optimize and rank).
Primary Business Email*

Provide the email the business wants its customers to contact if they have questions. This email will be used to register future online accounts for online profiles, so it will be the account that receives verification emails. *Be sure that you can access this email before we begin the account creation process.
Emails For Reporting*
Please enter all email addresses where monthly performance reports should be sent.
Business Phone Number*
Your client's business phone number. This should also be the phone number that call-tracking forwards to.

Additional Numbers
Provide any additional numbers, the number types and the answering times if applicable.
Business Operating Hours*
Please provide your storefront opening hours as well as your phone line's operating hours, emergency service hours, etc.
Business Holiday & Special Hours
If your hours are planned to change for holidays, personal reasons or any other matter that you know of ahead of time; provide them to us so we can mark your listing as closed or partially closed on those dates.

Business Industry*
Provide the general industry that this business operates under.
Services Provided*
Please list your business services offered. Try to avoid any overlap. If a service is a subset of another, please explain here. These will be your main services listed all across the internet. Please organize in order of importance.
Business Description (Short)*
Provide a condensed description of what your business does. (max: 200 characters)
Business Description (Long)
Provide an expanded description of what sets your business apart from others in the same market. (max: 1000 characters)
Surrounding Landmarks
Provide any notable landmarks that may help a user in navigating to the business storefront. (ex. in a certain business plaza, in an office building, near a monument, etc.)
Business Founding Date
MM slash DD slash YYYY

Will be used for profiles: Providing our services since 19XX

Social Links
Share the full URL to any Social Media profiles you have or know of for the business below.
Facebook
Twitter
Twitter Login Info
Instagram
Instagram Login Info
YouTube
LinkedIn
Angie's List
Angie's List Login Info
Home Advisor
Home Advisor Login Info
Foursquare
Yelp
Pinterest
Reddit
Tumblr
Flickr
Blog / Feed

Media
Use this field to provide any images, logos and other visual media to use across all social profiles
Business Logo*
Drop files here or

Max. file size: 512 MB.
Please provide all variations of the business logo, as well as .PSD, .pdf, .svg, .ai, dark version, light version and older logos
Team Photo
Drop files here or

Max. file size: 512 MB.
Provide as many photos of the team, company vehicles, individual team members, the owners and any people who work at this business. These will be posted and tagged as 'team' in Google MyBusiness

Marketing Information
This section will help us better understand your online marketing needs and performance.
Do you want us to send changes to you for approval before publishing?
- No
- Yes
This includes small content changes to your site such as Title & Heading changes, body content changes, and overall structure changes. Please note: Waiting for client approval before publishing can add extra time to your campaigns and will ultimately make your online marketing progress much slower, depending on the speed of approval
Lead Value
Give an estimate of how you would quantify your leads with a dollar amount. One way to help determine what a lead value should be is to evaluate how often leads become customers. For example, if your sales team can close 10% of people who contact you, and your average transaction is $500, you might assign $50 (i.e. 10% of $500) to your lead value
Call Tracking Status*
- No Call Tracking - Opt Out
- Yes Call Tracking - Managed by Us
- Yes Call Tracking - Managed by You
Please tell us the status of call tracking for this client based on the options we have provided. Additionally, if there is an existing call tracking account for the client, please provide login details for the account
Call Tracking Login Info
Customer Notes
Use this field to provide any information we might have missed or something that you want to share with us that did not fit anywhere above.
Customer Notes
Files
Drop files here or

Max. file size: 512 MB.
Provide any files here.

SEO Onboarding Form

Step 1 of 7

Basic Information

Social Links

Media

Marketing Information

Customer Notes