Onboarding Questionnare Business Name Client Name Payment Collected Payment Collected Collected Client Phone Number General Questions Client Email Business Phone Number Year Founded Business Hours Business Email Business Address What is the number one reason clients come to you? Products/Services Company Slogan Service Areas Business Website URL Most Profitable Product/Service Current Promotions Have you tried marketing before, in the past, currently, paid advertising Describe Your Business (industry, unique selling proposition) What marketing strategies work best for you? What is the average value of a client or sale? Who are your top competitors? How do you acquire new customers (referrals, online, ads, etc.)? Mission Statement Are you listed in any business directories? Do you contact your customers regularly, how often What are your current business challenges that you hope digital marketing will solve? Branding Colors Logo Photos Fonts Additional Elements SEO Questions How do you measure success for your business? (Increased sales, leads, brand awareness, etc.) Keywords Which aspects of your website would you like to keep? Provide examples of websites you like (and why). What is the primary goal of your website? What pages do you want your website to have? How many visitors does your website receive per month? Which social media platforms do you use? What type of content do you want to share on social media? What is your target audience on social media What are your social media goals? Social Media Questions Email Questions Do you have an existing email list? What type of emails do you want to send? (Newsletters, promotional, transactional) What is the goal of your email campaigns? Do you want to run paid social media ads What kind of content do you want to include in your emails? Logins Logins Google My Business Google Search Console Google Analytics Website Hosting Credentials Facebook Instagram X LinkedIn YouTube Other Additional Information Submit Onboarding
