Marketing Agency Onboarding
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To hit the ground running, we need a bit of info from you. This quick setup covers your business details, access to key accounts, and anything else we should know to do our best work.
You can come back and edit any section at any time, no pressure to finish it all in one sitting.
Send it to clients and let them fill it out — no back-and-forth.
Please write exactly how you would like your business name to show up in marketing.
This will be used for billing, so please be sure it is accurate to your business.
This is the email address reports will be sent to. You can include multiple if you wish.
Primary phone number
This is the phone number we will use if we need to get ahold of you.
Primary phone number texting
Can we text your primary phone number?
Your Market
Help us understand who your customers are and how your business fits into the competitive landscape. This information sets the stage for strategy and targeting.
Please let us know what sets your business apart.
When people say where your business operates, what city or word do they use to describe your location? This can differ from your physical address sometimes.
Please let us know about any seasonality with your business.
Google Ads
Tell us about your current Google Ads activity so we can better assess your experience level, budget, and how to best support your goals. Whether you're brand new or already running campaigns, this info helps us tailor our approach.
Are you currently running Google Ads?
Google Account Access
Share access to your Google tools like Google Ads, Google Analytics, and Google Search Console so we can track performance and make data-driven decisions.
What is your Google Ads Customer ID?
We prefer starting in an active ad account for faster results. If you are able to give us access to your current Google Ads account please do so by entering in your Google Ads Customer ID below. We will request access from our agency account.
Click here for instructions on finding your Google Ads Customer ID
Google Business Access
Please add our email to your Google Business Profile.
Google Tag Manager Access
Please add our email to your Google Tag Manager account as an Administrator.
Google Search Console Access
Please add our email to your Google Search Console account with "Full" permissions.
We may request additional account access
Access to your Google Accounts is important for us start work. Since every business is setup different, we may also request additional access to other Google Accounts as we get started.
Website Access
Share key website details so we can support tracking, integrations, and performance improvements. This includes your site URL, platform, access credentials, and any tools like heatmaps or analytics you're currently using.
What website technology is your website built on?
Please let us know how to access the backend to your website.
Please let us know who primarily does work on your website. That can be another agency, a web developer, or someone on your staff
Anything we should know about your website?
Additional Account Access
As we get access to your website, we might discover new accounts that we need access to. We ask that you work with us in a timely manner in the first few weeks as we get setup. Also, we may need access to your website hosting. This is a more technical account that your web developer will need to work with us to get access. If we need access we will reach out to you.
Heat Mapping
As part of our analytical process, we may place heat maps on your website so we can better diagnose any traffic problems. This does not cost you anything and will not affect anything on your side. Please let us know if you are okay with us placing this technology on your website.
Other Helpful Information
Upload or link to anything that gives us a better understanding of your brand and digital presence — from logos and brand colors to your social media accounts, business listings, and email marketing systems. The more we know, the better we can represent your business.
Logos
Brand Color
Do you have a DropBox or other online location with all your business photos and videos? Please share the URL here or let us know how we can access it.
Some examples are MailChimp, Sendinblue, Constant Contact, etc
Wrap Up
Let us know if there’s anything we didn’t ask but should be aware of — questions, roadblocks, or anything on your mind before we dive in.
Do you have any other concerns about your marketing you wish to bring to our attention?
