Client Onboarding

1Point of Contact

2Your Organization

3Your Website

4Our Partnership

Point of Contact

Name(Required)

First Last

Email(Required)

Phone(Required)

Organization Name(Required)

Website(Required)

About You

In a few words or sentences, please describe what your organization does:

List your organization's services in detail:

Describe specific details about your ideal client, customer or audience:

(e.g. they have a lot of money, they're not flexible, they enjoy slower pace of life, etc.)

Describe the problem you solve for your ideal client, customer or audience:

Please describe as many problem/solutions as you can.

Describe the tone of voice of your brand's writing:

A few words or sentences.

Who are your competitors?

Share their company name and website if you have it.

Your Website

What are the goals of a website redesign for your organization?

How would a website redesign impact YOUR job?

How do you want the user to feel when they are on your website?

What do you want the user to know when they are on your website?

What do you want the user to do when they are on your website? What is considered a conversion?

(e.g. contact submission, schedule a call, make a reservation, etc.)

Provide examples of 3 websites that you like and why:

Please include URL's

Do you have a brand guide?

Yes

Upload your brand guide here:

Drop files here or

Accepted file types: jpg, jpeg, png, pdf, Max. file size: 128 MB.

Do you have colors and fonts that you like?

Our Partnership

What would you consider to be a BIG WIN by the time we finish this initial project together?

When do you expect those big win results to come to fruition?

Do you work with any other marketing professionals?

Yes

Tell us more about them and how they help you grow:

Is there anything else you want us to know?