New Client Onboarding Form

Thank you so much for trusting us to join your team.

We are excited to get involved and contribute as much as we can to your success.

Below is a pretty comprehensive form that will help us get started. We understand we are asking a lot, so please fill out as much as you have time to and we’ll find time to fill in any gaps during a session with you.

We can’t stress how helpful having this information is and we appreciate your time and attention.

Help us help you, please 🙂

Client Name*
Your Name
First Last
Department
Billing, Sales, Radiology, etc
What services does your company offer?
ex: scheduling, software, management, support services, products, etc.
What are your biggest selling points for your services?
How does your sales cycle work? Are there any seasonal, monthly, weekly trends?
What are your business goals for this coming year?
Who and where are your target audience?
Are there any publications that are frequently read by your target audience?
Who is your team reading? What are the go-to publications in your niche area?
Are there any conferences/events that your prospects would most likely attend?
Are there any online forums, social media groups, subreddits that people in your industry and/or company read frequently?
What are your biggest selling services or products? What should we target specifically?
Please provide a rank order if applicable.
Who do you see as your biggest competitors in your space?
Who do you realistically see as your online competitors?
Is there anything that stands out to you about a particular competitor that you want to emulate?
Is there anything you absolutely hate and want to avoid?
What tools and/or software do you use to cater to your specialty's specific needs? Are there any specific certifications or compliance considerations?
What is your brand's unique story?
How are you different, why should customers choose you, what problem do you solve?
How many conversions/leads do you currently get per month from online tactics?
Where do those come from?
Search engines, contact forms, phone calls, emails, etc.
How much traffic does your website currently get?
We may be able to help you answer this
Does your company have Social Media accounts?
- Yes
- No
What is your social media strategy?
Please include which social media platforms your company has accounts with.
Do you have a content team to create content available to the public?
The BEST way to gain links back to site and drive traffic
- Yes
- No
What is your review process for approving and publishing content?
What is your planned content schedule? How much content do they plan to create?
Per day, week, month?
Are there any SEO materials you have from past work? Reports, keyword lists, etc?
What other marketing channels are you using online and offline? Are they efforts we should nest with?
What have been your biggest marketing challenges?
Tell us about your customers? Are they B2B or B2C? What are your average sale or lead numbers so we can make sure we help make that number higher?
Do you have an idea of your closing rate from online prospects?
What is the average lifetime value/lifecycle of a customer?
What is your retention rate?
Why do people discontinue using your service?
Are you a local SEO customer or interested in a proposal?
- Yes
- No
Do you have Google Business Profile (formerly Google My Business) setup and can you share the account information?
How will you be judging the success of the partnership with us? What specific metrics will you use or should we define?
ex: We would like to see more organic traffic or conversions over the next 6-12 months. We would like to see X% growth in visits online.
Can we get a company email address?
While doing online marketing/link building if is more professional and successful to have an email from your company than ours while we work on your behalf. Ex: first.last@yourcompany.com
- Yes
- No
Feel free to share any other information you think may be relevant at all.
Comments
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Phew… that’s it. Thank you so much for helping bring us up to speed.

New Client Onboarding Form

We are excited to get involved and contribute as much as we can to your success.

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