Monthly Marketing Onboarding Form

Step 1 of 7

  • Basic Information

    The information requested below is the most necessary for a marketing campaign and will be shared consistently throughout the internet. Be sure to type every detail with proper capitalization and punction marks, as we will display the information provided verbatim.
  • Your client's business name. Include the full descriptive name of the business including location (if part of a franchise), any LLC, inc. or otherwise legal text you may include at the end of your business name.
  • This is how a local resident may refer to your business. What is the common name for your business around your area?
  • Your clients full name (we use this on directories/citations).
  • Please provide your client's accurate physical location address (same as used on the GMB). This is most commonly the business' main office location, somewhere that a customer can travel to for help in person (if applicable).
  • Your clients website (the one we're going to optimize and rank).
  • Provide the email the business wants its customers to contact if they have questions. This email will be used to register future online accounts for online profiles, so it will be the account that receives verification emails. *Be sure that you can access this email before we begin the account creation process.
  • What email(s) should we send automated reports to? Reports get sent on the 3rd or 4th of every month for the prior month. You can include as many emails as you want. Reports are fully white labeled and can be sent to clients directly or to you for you to forward. Just let us know.
  • Your client's business phone number. This should also be the phone number that call-tracking forwards to.