Onboarding Client

Due Two Business Days Before Onboarding Call

Onboarding Deliverables

We’re not the Teacher who enjoys handing out homework on the first day,

but we need a few things from you to get started.

Select Your Services:

Domain Name Access Domain Access Onboarding

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To assist with website migrations, audience-building, and technical reporting, we require delegate access to your domain registrar. Please invite [email protected] as a user or contributor.

Unsure who your registrar is?
Use the ICANN Lookup Tool to identify your provider.

Step-by-Step Instructions:

Submit Onboarding Form

Please budget 20-30 minutes to complete this form. Your responses will be reviewed during our upcoming Onboarding Call to ensure we hit the ground running.

Note: If you serve multiple states or regions that we are managing independently, please submit a separate form for each location.

Submit New Client Setup Form

Submit Essential Logins Form

Provide access credentials for essential platforms and accounts needed for your digital marketing campaigns.

Submit Credentials Securely

Website Design and Content Brief

Share your design preferences, brand guidelines, and content requirements to ensure your website aligns with your vision.

Submit Design and Content Prefernces Form

Upload Images & Videos

Upload all digital assets to your shared Google Drive Folder. Please call/text 866-610-4647 if you have not received access before your onboarding call.

Images/Videos:

REQUIRED: Please provide us with any media you have today.

Logo:

REQUIRED: We request a high-resolution logo of at least 1000px (smallest dimension) or delivered in a vector format.

Headshots:

This is used to build trust. Please provide smiling headshots of any Team Member who may provide your Prospects with an estimate.

Business Plans, Marketing Materials, or Customer Documentation:

Printed marketing materials, paperwork, or any other documentation you provide to Prospects/Customers will be reviewed by our Team. Examples: Flyers, door hangers, pre-project checklists, warranty paperwork, etc.

Complete SEO Form

Complete SEO Form

Onboarding Call

IMPORTANT: Someone from our team will contact you within 24-48 hours to schedule your onboarding call.

Domain Name Access

We will use this to setup a subdomain for your landing pages. Please provide delegate access to: [email protected]

Unsure who your domain is registered with?
Click here to look up your domain registrar

Common Instructions:

Submit Onboarding Form

Please budget 20-30 minutes to complete this form. Your responses will be reviewed during our upcoming Onboarding Call to ensure we hit the ground running.

Note: If you serve multiple states or regions that we are managing independently, please submit a separate form for each location.

Submit New Client Setup Form

Submit Your Paid Search Questionnaire

Complete this questionnaire to help us understand your paid advertising goals, target audience, and campaign preferences.

Complete Paid Search Questionnaire

Onboarding Call

IMPORTANT: Someone from our team will contact you within 24-48 hours to schedule your onboarding call.

Submit Onboarding Form

Please budget 20-30 minutes to complete this form. Your responses will be reviewed during our upcoming Onboarding Call to ensure we hit the ground running.

Note: If you serve multiple states or regions that we are managing independently, please submit a separate form for each location.

Submit New Client Setup Form

Complete PR form

Complete PR Form

Onboarding Call

IMPORTANT: Someone from our team will contact you within 24-48 hours to schedule your onboarding call.

Submit Onboarding Form

Please budget 20-30 minutes to complete this form. Your responses will be reviewed during our upcoming Onboarding Call to ensure we hit the ground running.

Note: If you serve multiple states or regions that we are managing independently, please submit a separate form for each location.

Submit New Client Setup Form

Complete SMM form

Complete SMM Form

Onboarding Call

IMPORTANT: Someone from our team will contact you within 24-48 hours to schedule your onboarding call.

Submit Onboarding Form

Please budget 20-30 minutes to complete this form. Your responses will be reviewed during our upcoming Onboarding Call to ensure we hit the ground running.

Note: If you serve multiple states or regions that we are managing independently, please submit a separate form for each location.

Submit New Client Setup Form

Submit Your Paid Search Questionnaire

Complete this questionnaire to help us understand your paid advertising goals, target audience, and campaign preferences.

Complete Paid Search Questionnaire

Onboarding Call

IMPORTANT: Someone from our team will contact you within 24-48 hours to schedule your onboarding call.

Questions?

We’re here to help.

Email Jessica Wright at [email protected]

Jessica Wright

Onboarding Specialist

Phone: (800) 516-5773

Onboarding Client

Due Two Business Days Before Onboarding Call

Onboarding Deliverables

Select Your Services:

Questions?

Jessica Wright

Interior Design & Kitchen And Bathroom Remodeling business owners...

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