Client Onboarding

We are so excited to be working with you!

To get started, we have a few questions.

Client Onboarding

General Information

Company Name(Required)

Business Phone Number(Required)

Contact Name(Required)

Contact Phone Number(Required)

Email Address(Required)

Website URL(Required)

Mailing Address(Required)

Business Hours(Required)

Administrative Access

Grant admin access to [email protected] or provide username and password to the below. Enter "Access Granted" in fields that don't require a username and password OR "N/A" in fields that don't apply.

CRM(Required)

Google Analytics(Required)

Google My Business(Required)

Wordpress or Website Builder(Required)

Domain(Required)

Social Media

Enter "Access Granted" in fields that don't require a username and password OR "N/A" in fields that don't apply.

Facebook(Required)

Instagram(Required)

Twitter(Required)

LinkedIn(Required)

Pinterest(Required)

YouTube(Required)

Snapchat(Required)

TikTok(Required)

In addition to the information above, please connect the relevant social media platforms below.

Attach Zip Files if you have multiple attachments for the below.

Brand Guidelines/Visual ID

Accepted file types: jpg, png, pdf, zip, Max. file size: 32 MB.

Company Logos

Accepted file types: jpg, png, pdf, zip, Max. file size: 32 MB.

Promotional Media

Accepted file types: mp4, mov, webm, jpg, png, pdf, zip, Max. file size: 32 MB.

Existing Marketing Materials (One-sheets, NDA, Terms & Conditions, etc.)

Accepted file types: jpg, png, pdf, zip, Max. file size: 32 MB.

Blog Posts, Articles, etc.

Accepted file types: jpg, png, pdf, zip, Max. file size: 32 MB.

Other Notes/Info:

Other

Client Onboarding

We are so excited to be working with you!

To get started, we have a few questions.