Onboarding

General Information

Locations and primary contact details.

Business Locations

Primary Contact

Full Name Auto-filled

Position Auto-filled

Email Auto-filled

Phone Auto-filled

Secondary Contact (Optional)

Full Name Auto-filled

Position

Phone

Employer Identification Number (EIN)

Notifications

Where should we send leads and reports?

Lead Notification Emails Auto-filled

Report Emails Auto-filled

SMS Notification Number Auto-filled

Call Forwarding Number Auto-filled

Would you like us to automatically text new leads? Using automated texts helps you engage potential customers immediately after they click your ad. Note: This is an 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

Note: If you are not sure, the Streben team will help you identify the best matches during your discovery/onboarding call.

Booking Calendar

Calendar Link

Past Campaign History

If you have run ads in the past, what were your results?

Please share details like Return on Ad Spend (ROAS), Cost Per Lead (CPL), or Cost Per Acquisition (CPA).

Existing Agency Point of Contact

If another agency currently manages this, please provide their info.

Internal Use Only

Platform Preference

Customer Objections

Ad Hours

Keywords

Core Digital Accounts Access

Connect your digital presence.

Internal Use Only

Brand Guidelines

Canva Account

Preferred Content Style/Tone

Domain Name Registrar Login

Note: Your domain name registrar may or may not be the same as your website hosting provider (below). For example, you may have registered your domain with a domain name registrar such as GoDaddy or Network Solutions, while your websites could be hosted by WP Engine or CloudWays (among many others).

Website Hosting Login

CMS Login

Email Provider Name

Company Ad Accounts & Social Pages

Clients often lose track of who the administrators are for these essential accounts. The linked videos provide some helpful tips on how to access or recover these accounts.

Connect Accounts

Google & Meta Integration

Authorization & Consent

Please review and approve the following operational requirements.

Complete Payment Authorization Form Required for hosting, plug-ins, ads, and requests.

Are you okay with our Local SEO AI Agent answering reviews and creating posts for your profile? If unchecked, you will need to manually approve them.

I consent to having a tracking phone number replace my original phone number on my website and all forms. Streben cannot effectively track ad campaigns without this.

Permission to swap website lead form with a GHL Form. Reduces false leads and increases conversion metric accuracy.

I understand that using the GHL CRM to disposition leads and leave notes is REQUIRED. Training videos will be provided.

I understand the A2P form must be complete for text messages to launch with ads.

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

I understand changing offers within 3 months is not recommended and may lengthen the timeline for success.

You're All Set!

We have received your onboarding details. Our team will begin the setup process immediately.

Schedule Onboarding Call

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

Company Ad Accounts & Social Pages

Connect Accounts

Authorization & Consent

You're All Set!

We'll audit your Google Business Profile for FREE