White Label SEO | New Client Onboarding

White Label Information
Data in this section is about your agency. This is for our own records.
Your Agency Name*
Your Agency Logo
Max. file size: 512 MB.

This should be YOUR agency logo we put on reports your client will see. Please provide a PNG with transparent background or JPG with white background. If not we can edit for you.
List of Keywords*

This should be the list of keywords you want us to track, optimize, and rank for your client. If you do not have a set list provide the common ones you think should be included and we'll do keyword research and help develop the proper list. Press the (+) symbol to add more. Max: 15 keywords.
Priority Keywords*

From the list above you provided please pick out the top 4-6 keywords you think are the MOST important so we can prioritize keywords and optimizations properly. If you are unsure, let us know and we'll develop priority together based on keyword research.
Competitors
Competitor Name Competitor Website

Please list up to 3 competitors for your client. Immediate competition is usually another company that is ranking for your desired priority keywords in your area but could also be a multi-location industry giant (Orkin for Pest Control, Banana Boat for Suncreen, etc)

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

Accounts & Login Info
Here you will provide links to your online profiles for 3rd party websites such as Facebook, Google, Twitter, HomeAdvisor, etc.
Important - Please Read

Please add accounts@clientresultsnow.com as a MANAGER or higher to your client's GMB profile. We need this to onboard and optimize. Please do not skip this step.

This is our white label Google Account so we can access your client's GMB directly without them knowing it's us.
Google My Business
Please provide the direct link to your client's GMB. Alternatively, you can also provide the CID, or login credentials to the profile. To find your Google MyBusiness profile's URL, head to maps.google.com, type in the name of your business, Click on the result for your business (if there are multiple, be sure to do this process for all listings that represent your business). Once you are looking at your listing, click 'share' and copy the provided URL into this field.
Google Account Recovery Information
If you have a Google Account that has recovery information please put it here (phone number, email, pin, etc)
CMS Login Credentials
(Wordpress, Shopify, Joomla, Etc.). Please provide the website login credentials (Wordpress, Wix, Weebly, Squarespace, etc.)
Misc. / Other Logins Needed
This could be for Google Analytics, Google Search Console, GMB, CallRail, High Level, etc. Just any logins needed for us to fulfill. Additionally, for any and all of these accounts, add accounts@clientresultsnow.com as a manager or admin user to them so we can properly manage.

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 10

White Label Information

Basic Information

Social Links

Accounts & Login Info

Important - Please Read

Media

Marketing Information

Customer Notes

Competitor Name	Competitor Website