Client Onboarding Form
Step
1
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2
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Part 1 – New Client Details
Business Name
*
Business Type
*
Business Contact
*
Contact Email
*
Contact Phone
*
Role in the Company
Part 2 – What service(s) are we providing them?
Services
*
Strategy
Branding
Website
Custom Development
Design Services
SEO
SEM
Social Media
Copywriting
General Consulting
Hosting
Support
Strategy
What are the objective(s) for this strategy? What are the goals? Describe the project in some detail
Where is the strategy being held? I.E at a physical location or remote?
Does the client have an existing brand?
Does the client have an existing styleguide?
File
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Max. file size: 32 MB.
Upload style guide files if applicable
Does the client have access to their existing original brand files?
File
Drop files here or
Select files
Max. file size: 32 MB.
Upload style guide files if applicable
When is the strategy being held?
MM slash DD slash YYYY
Who is the facilitator?
How many stakeholders at the client’s end will be present?
How many strategy sessions are planned to be booked in?
What information do we know from the initial discussions with the client?
What is their existing URL?
Please provide any video-recording (URLs) or relevant documents (uploads) from any consultations with the client prior them coming onboard
(note this does not include proposals or contracts as these need to be uploaded at the end of this form)
Relevant documents (uploads) from any consultations with the client prior them coming onboard
Drop files here or
Select files
Max. file size: 32 MB.
What is the quote for this strategy? Please include the GST.
What is the intended start date for this strategy?
MM slash DD slash YYYY
What are the project milestones for this strategy according to the project agreement?
What are the project milestones for this strategy according to the project agreement? These can be found in the “deliverables” section.
Please upload any relevant documents that will assist in the starting and or successful completion of this strategy
Drop files here or
Select files
Max. file size: 32 MB.
Branding
What are the objective(s) for this brand? What are the goals? Describe the project in some detail
Does the client have an existing brand?
Does the client have an existing styleguide?
Does the client have an existing styleguide uploads
Drop files here or
Select files
Max. file size: 32 MB.
Does the client have access to their existing original brand files
Original brand files upload
Drop files here or
Select files
Max. file size: 32 MB.
Does the client require a brand workshop?
Where is the workshop being held?
(physical address, remote…)
How many stakeholders are involved in this project?
What information do we know from the initial discussions with the client?
What is their existing URL?
Please provide any video-recording (URLs) or relevant documents (uploads) from any consultations with the client prior them coming onboard
(note this does not include proposals or contracts as these need to be uploaded at the end of this form)
Relevant documents (uploads) from any consultations with the client prior them coming onboard
Drop files here or
Select files
Max. file size: 32 MB.
What is the quote for this brand? Please include the GST.
What is the intended start date for this brand?
MM slash DD slash YYYY
What are the project milestones for this brand according to the project agreement? These can be found in the “deliverables” section.
Please upload any relevant documents that will assist in the starting and or successful completion of this brand project
Drop files here or
Select files
Max. file size: 32 MB.
Website
What are the objective(s) for this website. What are the goals? Describe the project in some detail
What is the size of the website?
One-pager
Microsite (2-5 pages)
Website (5+ pages)
eCommerce
Other (please specify)
What is the size of website -- Other
Does this project require a content writer? If yes, has one been engaged?
Does this project require a photographer? If yes, has one been engaged?
Does this project require video? If yes, has one been engaged?
Does the client have an existing URL? If yes, please add.
Does the client have access to their existing website back-end? If yes, please add in the admin URL, username and password.
Does the client have access to their hosting environment? Please provide details if possible.
Does the client have access to their domain registrar? Please provide details if possible.
What is the quote for this website? Please include the GST.
What is the intended start date for this website?
MM slash DD slash YYYY
What are the project milestones for this website according to the project agreement? These can be found in the “deliverables” section.
Please upload any relevant documents that will assist in the starting and or successful completion of this strategy
Drop files here or
Select files
Max. file size: 32 MB.
SEO Campaign
What are the objective(s) for this SEO campaign? What are the goals? Describe the project in some detail
What is the target location of this SEO campaign?
(local, city-wide, national, global)
What are the “campaigns” the client wants to target? Note that a campaign refers to a collection of similar keywords relating to a type of service, or specific product they want to rank for.
How many campaign verticals do they want to optimise for? Note that a series of campaigns constitutes a different collective batch of keywords relating to a product or service.
Please list the main competitors of the client. If there are competitors specific to each campaign (if there are more than one) please add.
Please list the primary keyword to be further researched, for each campaign
Does the client have access to their existing website back-end? If yes, please add in the admin URL, username and password.
Does the client have access to their hosting environment? Please provide details if possible.
Does the client have access to their domain registrar? Please provide details if possible.
Who is the intended supplier for this campaign?
What is the monthly quote for this campaign? Please include the GST.
What is the intended start date for this campaign?
MM slash DD slash YYYY
Please list at least 3 goals that need to be setup in Google Analytics for us to measure the conversion success of this campaign
Please upload any relevant documents that will assist in the starting and or successful completion of this website
Drop files here or
Select files
Max. file size: 32 MB.
SEM Campaign
What are the objective(s) for this SEM campaign? What are the goals? Describe the project in some detail
What is the target location of this SEM campaign?
(local, city-wide, national, global)
What are the “campaigns” the client wants to target? Note that a campaign refers to a collection of similar keywords relating to a type of service, or specific product they want to be found in the ads section for.
How many campaign verticals do they want to optimise for? Note that a series of campaigns constitutes a different collective batch of keywords relating to a product or service.
Please list the main competitors of the client. If there are competitors specific to each campaign (if there are more than one) please add.
Please list the primary keyword to be further researched, for each campaign
Does the client have access to their existing website back-end? If yes, please add in the admin URL, username and password.
Does the client have access to their hosting environment? Please provide details if possible.
Does the client have access to their domain registrar? Please provide details if possible.
Who is the intended supplier for this campaign?
What is the monthly quote for this campaign? Please include the GST.
What is the monthly Google advertising budget?
What is the intended start date for this campaign?
MM slash DD slash YYYY
Please list at least 3 goals that need to be setup in Google Analytics for us to measure the conversion success of this campaign
Please upload any relevant documents that will assist in the starting and or successful completion of this website
Drop files here or
Select files
Max. file size: 32 MB.
Custom Development
What are the objective(s) for this project. What are the goals? Describe the project in some detail
Is this a rebuild of an existing system? If so, please provide a link to current system
Is this project just functional development, or are there some design elements to it?
What is the budget for this project?
What is the projected start and end date for this project?
Has a project brief been signed off and agreed to by all parties?
Please upload any documents relevant to this project.
Drop files here or
Select files
Max. file size: 32 MB.
Design Services
What are the objective(s) for this project. What are the goals? Describe the project in some detail
What is the budget for this project?
What is the projected start and end date for this project?
Is this an ongoing retainer?
Has a project brief been signed off and agreed to by all parties?
Please upload any documents relevant to this project.
Drop files here or
Select files
Max. file size: 32 MB.
Copywriting
What are the objective(s) for this project. What are the goals? Describe the project in some detail
What is the budget for this project?
What is the projected start and end date for this project?
Is this an ongoing retainer?
Has a project brief been signed off and agreed to by all parties?
Please upload any documents relevant to this project.
Drop files here or
Select files
Max. file size: 32 MB.
General Consulting
Please provide an overview of the consultancy and what is involved.
Hosting
Is the client moving hosts to us?
*
Yes
No
Enter the clients current hosting details (CPANEL, PLESK etc) including the direct URL, username and password so we can take a copy of the website databases
Enter the clients website access including the direct URL, admin username and password so we can take a copy of the site’s front-end information
What is the quote for this hosting?
When is this hosting account’s starting date?
MM slash DD slash YYYY
When is their renewal date?
MM slash DD slash YYYY
Support
Please fill out the
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