Welcome! Let’s increase your impact! Social Media Marketing Onboarding Form Social Media Marketing Onboarding Form Name * First Name Last Name Business Name * Email * Business history. Tell us, how did your business start? * What does your business offer? * Who are your ideal clients? (age,gender,etc.) * What do you love about what you do? * In your history with marketing what have you tried? What’s worked? What hasn’t? * When you speak to your audience, what type of relationship do you have with them? Do they see you as a peer or mentor? Do you typically write in a more relatable tone or motivational and educational style? This helps set the tone for your writing objectives. * What details, if any, do you want your audience to know about your business (employee spotlights/business owner spotlights etc.)? * What topics are off-limits to post about? (we always stay away from religion and politics) * Key Performance Indicators and Goals- What do you want to get out of our services? * Please provide us with your boosting budget (if boosting) Who will be our main and secondary point of contact? Please provide us with phone numbers and email addresses. * Is there anything else we should know before starting? Thank you! SEO Onboarding Form SEO Onboarding Form Google Business Profile (GBP) address to use * Your phone number for GBP, citations, etc. (IMPORTANT THIS IS ACCURATE) * Your website URL * Website admin panel URL * Your website admin panel username * Website admin panel p-word * Main city to target * Additional cities to target (in priority order) * Your top 5 priority keywords (in order) * Your preferred full keyword list * Products or services to focus on: * Your business hours * GBP manager access granted to data18@reporting.biz * Yes No Google Analytics access granted to data18@reporting.biz * Yes No Google Search Console access granted to data18@reporting.biz * Yes No Thank you! Google Ads Onboarding Form Google Ads Onboarding Form Your landing page URL (if you know it) * Your landing page thank you/confirmation URL (page shown directly following a form submission, for placement of conversion tracking code) * Your tracking phone number (if no tracking number, use your normal number) * Your monthly ad budget * Service to advertise * Location targeting * Is your Google Ads account already setup? If yes, provide its customer ID number; if no, type "LM to setup" * Google Business Profile email address for us to send access request to for location extensions * Is your preferred payment method need added to Google Ads? * Yes(PLEASE SUBMIT VIA LINK AT TOP OF THIS FORM) No Which emails need to added for lead notification * Any special instructions * Thank you! Facebook Ads Onboarding Form Facebook Ads Onboarding Form Client ad account name and number: * Client page name * Client lead form completion URL or tracking phone number (if using lead ads) * Client privacy policy URL (if using lead ads) * Client landing page URL (if not using lead ads) * Client phone number * Client monthly budget * Client service to advertise * Client offer/promotion * Client location targeting * Client target cost per result/KPI (e.g. for lead gen, client's cost per lead goal) * Facebook Business Manager/page/ad account admin access granted * Yes No Which emails need to added for lead notification * Any Special instructions Thank you!
