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Client Onboarding

Client Onboarding

1 Business / Site Information

2 Site / Login Credentials

3 Additional Business Questions

4 Link-Building

5 SEO Questions

6 Paid Search Campaigning (PPC)

7 Social Media

Business / Site Information
Business Name:*
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Local Business Phone Number*
This phone number will be used for both our internal contact purposes in addition to Local Business Website Citations
Business Web Address (unless new domain is needed)
Business Contact Name**
Contact Phone Number*
Contact Email Address**
What is Your Business Industry*
- Aviation/Automotive
- Restaurant/Hotel/Hospitality
- Healthcare
- Commercial Sales
- Retail Sales
- Real Estate
Is Your Healthcare Business Addiction/Substance Abuse related?*
- Yes
- No
Do You Offer Mental Health Treatment for non-addiction related cases?*
- Yes
- No
What insurance companies are you in-network with?
Please list any specialty programs, therapies, or groups you offer
Brief Business Description
List of Business Services Provided*
Please List Business Hours and Hours the phone is monitored
What happens when a phone call goes unanswered?
Please Select Services Interested in Subscribing To (select all that apply)*
- Select All
- SEO
- Paid Advertising
- Web Design / Development
- Social Media Management
- Social Media Advertising
Any Additional Names your Business has had in the past (if applicable)
Old addresses that are no longer being used (if applicable)

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Site / Login Credentials
Do you currently have a live website?*
- Yes
- No
Is your current site build on a Wordpress platform?*
- Yes
- No
Is your website built using a WordPress page builder? (such as Elementor, WP Bakery Visual Composer, Beaver Builder, etc.)*
- Yes
- No
- I'm not sure
Please Provide the Administrative Access Credentials to your Wordpress Site
Please Provide Your C-Panel / Hosting Credentials to your current website
Do you have Google Analytics configured on your website?*
- Yes
- No
Can you provide our business with access to your Google Analytics?
Do you have an active configured "Google My Business" listing?*
- Yes
- No
Can you provide our business with access to your "Google My Business" listing?
Can we respond to reviews on your behalf on Google My Business?*
- Yes
- No
What email address can we put on the review responses in case people want to follow up?
Would you like to create the template responses that we use for the negative and positive reviews? Or would you like us to create them?*
- We will provide a response
- Please provide one for us
Please provide the response you would like us to use*
Do you have active Social Media Accounts?*
- Yes
- No
Can you provide our business with access to your Social Media accounts?
Are you currently working with another Digital Marketing company?*
- Yes
- No

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Additional Business Questions
Who are your main competitors?
Do you have an internal web developer(s) / SEO team member(s)?*
- Yes
- No
Do you subscribe to any Call Tracking Software?*
- Yes
- No
Which Call Tracking software do you subscribe to?*
- Call Tracking Metrics
- Call Rail
If you subscribe to Call Tracking Metrics, please grant access to vince@thedigitalintellect.com

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Link-Building
Are you currently doing anything to acquire links?*
- Yes
- No
Has your website had any issues with link penalties?*
- Yes
- No
- I don't know
- Not Applicable
Has your website had any issues with manual link warnings?*
- Yes
- No
- I don't know
- Not Applicable
Do we have permission to do email outreach on behalf of your brand? Or, use someone in the company as the outreach person?*
- Yes
- No
Link Building Email Address to use (if available)

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SEO Questions:
Company Default Email Address for Business Citations: (info@company.com, admin@company.com, etc.)
Can you provide us with any Keyword Research done by previous agencies?
Drop files here or
Can you provide us with any recent SEO reports from previous agencies?
Drop files here or
Do you have a list of target keywords or pages you'd like us to focus on?
Site Content Questions
What Websites do you trust for Industry Content?
Are there any topics / keywords you would like us to focus on in specific?
Are there any topics / keywords you would like us to avoid?
Do you have a specific content writer that you would like us to work with?
- Yes
- No
Can you please provide us with the content writer's contact information?

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Paid Search Campaigning (PPC)
Are you currently running any Paid Search Campaigns? (PPC)*
- Yes
- No
Can you provide us access to the data (for keyword research)?
- Yes
- No
If possible, please upload file with PPC data

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Social Media
Are you currently spending any money on social advertising?*
- Yes
- No
For social media management, do you use an agency or internal team?
- Agency
- Internal Team
- We don't do much with Social Media
What social networks are you most active on (please provide profile URLs)?

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