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Client Onboarding Questionnaire
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Step
1
of 4
Client Information
Client Name
*
First
Last
Layout
Client Email
*
Prefered Method Of Contact
*
Email
Phone Call
Text Message
Client Phone Number
*
Client Shipping Address
*
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Next
Business Information
Business Name
*
Layout
Business Address
*
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Hours Of Operation
Services /Products You Want To Focus On The Most
Business Email
*
Business Phone
*
Website / URL
List All Products/Services You Offer To Clients
What Information Do You Want To Capture From Clients The Most
Email
Phone Number
Graphic Identity
Layout
List Brand Fonts
Upload Business Logo (Editable Files Preferred)
Click or drag a file to this area to upload.
List Brand Color Pallets
Next
More About Your Business
What’s your business origin story in a nutshell?
If your business were a person, how would you describe their personality?
What’s the one thing your business does better than anyone else?
What three words sum up how you want people to feel about your brand?
What’s the big win you’re chasing in the next 6-12 months? More sales? Bigger buzz? Loyal fans?
What’s the biggest roadblock holding your marketing back right now?
Have you tried marketing strategies before? What worked, what flopped, and why do you think that happened?
Any hard deadlines or key dates we should know about (launches, events, etc.)?
What’s your budget range for this project? Ballpark it—small, medium, or “let’s go big”?
Next
Business Goals
Layout
What Do You Hope To Achieve With Your Digital Marketing Strategy?
Graphics Inspiration For This Project
Audience
Layout
Age
Annual Income
Languages
Location
List Your Competitors
Account Access
Layout (copy)
Facebook
We will need to request access to connect your accounts to ours.
Business Manager ID
Google Ads account
We will need to request access to connect your accounts to ours.
Account ID
Instagram
You will need to share account password.
User
Google My Business
We will need to request access to connect your accounts to ours.
Google Analytics
We will need to request access to connect your accounts to ours.
Account ID
Website
Website Admin URL. You will need to share website login password.
User
Other Necessary Accesses
Extra Information
Submit