CLIENT ONBOARDING FORM

BUSINESS INFORMATION

Business Name

MPOC First Name

MPOC Last Name

MPOC Email Address

MPOC Title

MPOC Cell

EIN Number

Business Address

Business City

Business State

Business Country

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea People's Democratic Republic
Republic of Korea
Kuwait
Kyrgyzstan
Land Islands
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
North Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Federated States of Micronesia
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Eswatini
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
United Arab Emirates
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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Business Postal code

Business Phone

Hours of Operation

Which CRM do you use?

Are you a GDF member?

Yes

No

Meeting Time Zone

What is your T-Shirt size?

Business Information Notes

ADVANCED VERIFICATION

Business Owner’s First Name

Business Owner’s Last Name

Upload your ID below (Front & Back)

Business Owner’s Email

Business Main Phone Number

Business Website

Is this a location that customers can visit, like a store or office?(Do you want this location's address showing on Google Maps)

Contractor License Number

Contractor License Expiration Date

Contractor License Certificate

EIN Number

EIN Letter

Duns Number

Articles of Incorporation

Proof of Business Insurance

Business Invoice

Business Card Front & Back

Vehicle Registration

Front of Vehicle Image

Back of Vehicle Image

Right Side of Vehicle Image

Left Side of Vehicle Image

License Plate Image

Wide Exterior of Business Building Image

Exterior of Business Building with Physical Address Image

Utility Bill within last 3 months

Tools & Equipment Image 1 (including business card in image)

Tools & Equipment Image 2 (including business card in image)

DBA Documentation (if applicable)

I confirm that my legal business addresses, phone numbers, business names, and name of business owner of my LLC, DBA, ROC #, & EIN # are all consistent, up to date, and accurate in spelling.

Advanced Verification Set Up Notes

Local Service Ads

Do you have an existing LSA Account?

Yes

No

What is your LSA account number?

What is the verification progress % of your existing LSA Account? (If applicable)

Please provide a screenshot of your LSA Account Business Verification page

Have we been added to it?

Yes

No

Year your company was founded

Number of Employees Actively working in the Field

Employee contact info (Name, Email, & Phone)

Local Service Ads Notes

GOOGLE ADS

Do you have existing Google Ad account?

Yes

No

What is your existing Google Ad account number?

What keywords are good ones to target?

What are negative keyword examples?

Where Should Ads be Geofenced?

How many separate markets are you in?

What services do you want to promote?

Have we been given Manager Access to your company YouTube Channel?

Google Ads Notes:

FACEBOOK ADS

Do you have a Facebook Page?

Facebook Page URL

Do you have a Facebook Business Manager?

Who is the Facebook Business Manager admin?

Do You have a Facebook Ads Account?

Who is the Ads Account admin?

Is there an existing pixel on the website?

Do you have existing video or images from ads?

Upload video and image files below

Facebook Ads Notes

SEO

Date Company was Founded

Authorship/PR Contact First & Last Name

Author Headshot

Author's Bio

Author's Personal Facebook Profile URL

Author's Personal Twitter Profile URL

Google Business Profile URL

Business Slogan or Tagline

Business Industry/Categories

What are 3 things you do better than your competition?

Twitter Account Credentials

LinkedIn Account Credentials

What services do you want to rank for?

What are the top 5 cities you want to rank in, in order of priority?

Is your website built on WordPress?

Do you own your site or are you renting it from the designer?

Accepted Payment Methods for Business

SEO Notes

LANDING PAGE

Do you have a logo & branding guidelines?

What is a priority marketing point?

What is a secondary marketing point?

What is a tertiary marketing point?

Duration in Business

Whats our speed-to-lead?

What fields should we have on our form?

BBB Accreditation?

Licensed, insurance & bond?

Privacy Policy URL

Terms & Conditions URL

Do you consent to us using our Privacy Policy and/or Terms & Conditions? We hold no liability if you use our standard "boilerplate" ones.

Logo & LP Images (Excluding Headshot)

Service Area Screenshot

Main Services

Image of Your Team

Landing Page Notes:

VOICEMAIL DROPS

Upload Voicemail for 5 mins after new lead is created

Upload Voicemail for Opportunity moved to Estimate Sent stage

Upload Voicemail for 4 days after opportunity moved to Estimate Sent stage

Upload Voicemail for Abandoned Lead after 7 days

Upload Voicemail for Abandoned Lead after 21 days

Selfie Welcome Video (15-45 Seconds)

Voicemail Drops Notes

STRATEGY

What's our primary offer?

What's our backup offer?

What is the tracking code?

How is it tracked/redeemed?

Who is your ideal client?

Should AdGroups be divided up? (If so, how?)

Describe Any Seasonality Your Business Experiences

Strategy Notes

DOMAIN

Website Domain Platform Login URL

Domain Login Username

Domain Login Password

WEBSITE INFO

Website URL

Website Platform

Has andy@felicemarketing.com & info@felicemarketing.com been made admins of your website?

Yes

No

Website login URL

Has andy@felicemarketing.com & info@felicemarketing.com been made admins of your hosting account i.e. GoDaddy?

Yes

No

Website Notes

WEBSITE CREATION

Domain Name

Logo

Videos

Images

Site Map (List of Pages Needed)

Example Websites You Like

About Us Text

Any Additional Useful Information

Current Website Login Link (URL)

Current Website Credentials

Email to Send Contact Form Submissions

Description of your products/services

What makes your company different?

About Us information

Where is your domain managed?

Website Creation Game Plan

BRAND IDENTITY PACKAGE

Name of your business or brand

Do you have a tagline or slogan?

Briefly describe your products, services, or industry.

How would you describe your brand’s personality? (e.g., fun, professional, approachable, modern, traditional)

What makes your business unique?

Do you have any specific ideas for the logo?

What colors do you want to use?

Do you have examples of logos you like or dislike?

DISPATCHER DETAILS

Who on your teams wants access to the CRM

Who wants text updates, when a new lead is generated?

Who Can Call/Followup with Leads?

Headshot of person calling leads

Name & Role of Headshot Person

Do we need to push new leads to slack channel?

What is our desired area code for phone number?

Who’s in charge of the Conversations Tab?

Dispatcher Details Notes

ORGANIC SOCIAL MEDIA

Do you post on social media currently? If so what is the frequency

Who creates the content & who posts it?

Instagram Username

Instagram Password

Twitter Username

Twitter Password

LinkedIn Username

LinkedIn Password

*Note you can also add us to your LinkedIn Business Page, just make sure we have the ability to add more of our team, follow these instructions:

Go to your LinkedIn business page

Click Admin Tools in the upper right corner
Select Manage Admins
Click Add Admin
Search for the person you want to add
Select the role you want to assign them
Click Save

Organic Social Media Notes

ADVANCE TRACKING

Is there a Google Analytics account?

Who is its admin?

Is there a GTM account?

Who is the Admin?

Does each market have a GBP?

Who is the Google Business Profile Administrator?

Has andy@felicemarketing, jazmine@gdmarketinglab.com & info@felicemarketing.com been made admins of GBP?

Yes

No

Advance Tracking Notes

DATABASE REACTIVATION

Who is going to manage the responses?

Can they commit to responding 2x per day?

Upload List

Database Reactivation Notes

MISC DETAILS

What is your total ad spend amount (Broken down by channel if applicable)?

Game Plan