Client Onboarding

General Information

Locations and primary contact details.

Business Locations

Primary Contact

Full Name

Position

Email

Phone

Secondary Contact (Optional)

Full Name

Position

Email

Phone

Employer Identification Number (EIN)

Notifications

Where should we send leads and reports?

Lead Notification Emails

Report Emails

Text Message Notification Number

Call Forwarding Number

Would you like us to automatically text new leads? Note: Additional cost based on usage (approx $25/mo avg).

Ads & Strategy

Campaign details and history.

Internal Use Only

Primary Business Goals

Monthly Ad Budget

Key Metrics to Track

Ideal Customer Profile

Services to Advertise

Offers

Target Zip Codes

Booking Calendar

Calendar Link

Past Campaign History

Past ad results (cost per lead, return on ad spend, etc.)

Existing Agency Point of Contact

Internal Use Only

Platform Preference

Customer Objections

Ad Hours

Keywords

Core Digital Accounts Access

Connect your digital presence.

Internal Use Only

Canva Account

Preferred Content Style/Tone

Domain Name Registrar Login

Website Hosting Login

Website Editor Login (WordPress, Wix, Squarespace, etc.)

Email Provider Name

Google Access & Social Pages

We need access to the following Google accounts to manage your online presence.

Google Business Profile?

Yes No

Google Tag Manager Access?

Yes No

Google Analytics Access?

Yes No

Customer Management System

Authorization & Consent

Please review and approve the following.

Are you okay with our Local SEO AI Agent answering reviews and creating posts?

I consent to having a tracking phone number replace my original phone number.

Permission to swap website lead form with our lead tracking form.

I understand that using our lead management system to update lead status is REQUIRED.

I understand the text messaging registration form must be complete for text messages to launch.

I understand automated texts/call recording are additional fees (~$25/mo).

I understand changing offers within 3 months may lengthen the timeline for success.

General Information

Primary Contact

Secondary Contact (Optional)

Notifications

Ads & Strategy

Internal Use Only

Past Campaign History

Internal Use Only

Core Digital Accounts Access

Internal Use Only

Google Access & Social Pages

Authorization & Consent

You’re All Set!