Client Onboarding Questionnaire

Client Onboarding

This form will help our team get to know your business and its goals better! Please respond to each question. There may be some questions we have already discussed, but this will help consolidate all of our information to one place. If you have any questions, we’re happy to help! Please don’t hesitate to ask.

What is your company's name?(Required)

What is your Email?(Required)

What is your phone number?(Required)

What is your preferred contact method?(Required)

Phone

No preference

Which services are we providing you?(Required)

SEO (Search Engine Optimization)

Social Media Management

Social Media Ads Management

Digital Ads (Google/Bing, etc.)

Email Marketing

Reputation Management

Other

Other services provided

Prioritize Products/Services based on importance to you and your business

What are your brand’s points of difference?

Are there any specific regions your business serves or would like to focus on?

Are there any seasonal trends we should be aware of?

Are there any search phrases you would expect your target audience to search, to find your products/services?

Who are your primary competitors?

What are your primary goal(s) with this marketing effort?

Where would you like us to send reports and updates? (email addresses)

Enter as many emails as you'd like, separated by commas.

Do you prefer updates via email, phone, or Zoom meetings? How often?

Anything else we should know? (Changes in the business, how the business has developed over time, specific KPI’s you focus on, upcoming releases/changes, etc.)

SEO Clients

If you have signed on for our team to manage the SEO of your website, please choose "yes". If not, choose "no" to move to the next section.

Please confirm we managing your SEO(Required)

Yes

SEO Onboarding Questions

Please share access with us for the following accounts, Admin/Owner level is preferred.
You can either share the login credentials in this form, or visit this link to our website: webfeatcomplete.com/share-google-product-access/ and share the credentials with this email: webfeatmcc@gmail.com If you do not have the account requested, please respond "Create one for me" and we will set up an account for your business.

What is your Google Analytics username and password?

What is your Google Tag Manager username and password?

What is your Google My Business username and password?

What is your Bing Places username and password?

What is your Bing Webmaster Tools username and password?

Please provide login information for any key listing accounts (Ex. Yelp, Angie's List, Homeadvisor, etc.)

Social Media Clients

If you have signed on for our team to manage your business's social media accounts, please choose "yes". If not, choose "no" to move to the next section.

Please confirm we are managing your Social Media(Required)

Yes

Social Media Onboarding Questions

Please share access with us for the following accounts, Admin/Owner level is typically required for us to work uninhibited. For some accounts we will need the username and password, and others you will make our team admins. If you do not have one of the requested accounts please answer "Create one for me" and we will set up the account for you.

Instagram:

We may need you to walk through 2-factor authentication.

Twitter:

We may need you to walk through 2-factor authentication.

LinkedIn:

There are two options. Please select the option you will be providing access through.

OPTION 1 (preferred method): Provide the username and password of the personal LinkedIn profile of the page admin (typically you or another employees' personal LinkedIn profile). We will only login to provide ourselves with admin access. You may change your password the moment we have sufficient access to your pages or ad accounts.
OPTION 2: Approve the admin request that was sent from webFEAT Complete. The notification for approving the request can only be accepted on a computer and from the Admin attached to the page.

Please select the option you will be providing admin access with.

Option 1 (preferred method)

Option 2

Option 1 Login Username and Password

We will only login to provide ourselves with admin access. You may change your password the moment we have sufficient access to your pages or ad accounts.

If you do not have a LinkedIn account set up for your business and would like us to create one, please indicate so here.

Facebook:

There are three options. Please select the option you will be providing access through.

Please use our business ID to invite us: 423307068884398

OPTION 1 (preferred method): Provide the username and password of the personal Facebook profile of the page admin. We will only login to provide ourselves with admin access. You may change your password the moment we have sufficient access to your pages or ad accounts.
OPTION 2: Provide access through Facebook Page Roles: Option 2 Instructions
OPTION 3: Provide access through your Facebook Business Manager: Option 3 Instructions

Please select the option you will be providing admin access with.

Option 1 (preferred method)

Option 2

Option 3

Option 1 Login Username and Password

We will only login to provide ourselves with admin access. You may change your password the moment we have sufficient access to your pages or ad accounts.

If you do not have a Facebook account set up for your business and would like us to create one, please indicate so here.

Social Media Ads Clients

If you have signed on for our team to manage your business's social media advertising, please choose "yes". If not, choose "no" to move to the next section.

Please confirm we managing your social media ads(Required)

Yes

Meta (Facebook/Instagram), LinkedIn, Yelp, etc.

Social Media Ads Onboarding Questions

What is your desired monthly/daily budget for ad spend?

We typically recommend starting off small ($5-$10/day) and working up as we see what is working and what isn't.

Meta (Facebook) Ads Admin Access Instructions.

We will need agency access to your Facebook Ads account The steps to do this can be found here: https://www.facebook.com/business/help/1717412048538897?id=2190812977867143

If you do not have a Facebook Business Manager and/or Meta (Facebook) Ads account account set up and would like help creating one, please indicate here:

If you need further help or don't know if you have a Meta (Facebook) Ads account please indicate below and a team member will reach out directly to assist you.

Email Marketing Clients

If you have signed on for our team to manage your business's email marketing, please choose "yes". If not, choose "no" to move to the next section.

Please confirm we managing your email marketing(Required)

Yes

Email Marketing Onboarding Questions

We will need access to your email marketing platform. Please provide the necessary information below:

What email marketing platform do you currently use? If you do not have one and would like our recommendation, please indicate by answering "recommend one for me".

Please provide the username for your email marketing platform.

We may need your help verifying 2 factor authentication if it is active on your account.

Please provide the password for your email marketing platform.

Digital Ads Clients

If you have signed on for our team to manage your business's digital ads accounts (Google/Bing PPC), please choose "yes". If not, choose "no" to move on to the next section.

Please confirm we are managing your digital ads(Required)

Yes

Google, Bing, Yelp, YouTube, etc.

Thank you! You can now submit the form.

Digital Ads Onboarding Questions

Please share admin access on Google and Bing to webfeatmcc@gmail.com. If you need additional help sharing admin access, please reference this page on our website with detailed instructions: https://webfeatcomplete.com/share-google-product-access/

What is your desired daily/monthly budget?

For click costs paid to Google, Bing, Facebook or other advertising channels, do you have a card on file with webFEAT Complete that we could utilize?

What are your goals for PPC? (drive transactions, generate form fills, exposure, appear in the top position for your brand name, calls, etc.)

Are there any demographic, income level, gender consistencies with your target audience?

Reputation Management Clients

If you have signed on for Reputation & Review Management (Google, Yelp, etc.), please choose "yes". If not, choose "no" to finish and submit the form.

Please confirm we are managing your online reputation(Required)

Yes

Google, Yelp & other online review listings.

Reputation Management Onboarding Questions

If you have signed on for Reputation & Review Management (Google, Yelp, etc.), please choose "yes". If not, choose "no" to finish and submit the form.

Google Business Listing username and password:

If you need help locating this please note here.

Yelp Business Listing username and password:

If you need help locating this please note here.

Other important review sites specific to your industry.

There are hundreds of online review databases. Google and Yelp are currently the most important ones to manage however we realize different industries have different sites that are important to them. Please list those here so we can prioritize them for reviews solicitation.

Would you like to display positive reviews on your website via a reviews widget?

To be displayed on any page of your site, including the homepage, if desired.

We will need a customer database (emails, numbers, etc.) in a .csv or .xml document for us to begin work on gathering reviews for you. If you have a list already available please upload it below. If you need time to gather this please leave blank.

Upload customer database .csv or .xml

Max. file size: 12 MB.

Anything else we should know?

Please note anything other items you would like us to be aware of while working on your account. Any extra details will help with startup time and increase the probability of seeing results sooner.

Thank you! You can now submit the form. Our team will review your answers and start working to implement the information provided above. Please keep an eye out for any emails or calls from us related to your account.

Client Onboarding Questionnaire