ONBOADRING

Lets Get You Set Up!

STEP 1 of 3:

Fill Out your Onboarding Form Below!

Client Onboarding Form

Business Information

Full Name *

Date of birth

Phone *

Business Email *

Business Address *

Eircode *

Business/Company Name *

Business Type/Industry *

Business Details

NOTE - Please answer as best you can, we can always talk at our Onboarding Call. If you are unsure put "not sure" in the answer box

Brief Description of Your Business *

List ALL of the services you do - please list them all to avoid us asking you again in the future! *

In order, which services/jobs do you want more of? (Min of 3 services needed)

What areas does your business cover? And, how far would you travel for work? *

List some of your Competitors *

What makes you different? Why do people buy from you instead of your competition? *

What Qualifications / Certificates / Industry Groups do you have / are a part of (if any) *

Picture / PDF for your smart website of your Qualifications / Certificates / Industry Groups

Smart Website

Smart Website Domain

Do you have a Website Domain? (eg: yoursocialbuilder.com is our website domain)) If you do, please provide it below *

If you dont have a website domain, what name do you want to call it? Please provide 3 names for your smart website as one name might not be available (eg: www.abc.com)

NOTE - If you don't have a domain, we will help you buy your domain on our onboarding call

If you have a Website Domain, please provide access to " [email protected] "

NOTE - If you are unsure about how to grant us access to your Domain, we will help you with this on our onboarding call

Local Citations

NOTE: local citations are your business's name, address, and phone number on a website that isn't your own.

Do you have existing local citations? Eg: are you on any internet directories such as Golden Pages, The Dealer, Houz, Yelp, etc *

Smart Website Looks & Features

Please provide 3 examples of websites that you like, and describe why *

Specific features you like on websites *

What actions would you like a user to take when they visit your website? *

Book in a Call for service on your calendar

Book in a Quote for your service

Contact you via a Phone Call

Fill out a contact form for you to call them

Are there any additional website or marketing features or capabilities that you would like to have? (eg: Never miss a call again with an AI Receptionist, Missed Call Text Back, Get 5 star reviews from every customer to build your online presence and reputation and get you more customers as a result, retarget old customers for reviews and/or promotions for your services) *

Do you have videos you’d like incorporated into the site? *

Color Preferences *

Smart Website - Content & Keywords

Write a paragraph about your business on the following topics:

A Bit About You and Your Business, Business History, Who you are, Your Business Values, Year Established, Your Business Journey to Now, Qualifications & Certificates *

Your Business Contact Information (name, phone, email, address) *

Who you serve (commercial, residential, retail, etc) *

Keywords: If a customer was to search for you and your services, what would they type in? *

Any other helpful information / info for your smart website *

Upload Your Business Assets here (IMPORTANT - Logo, photo of you, your van, your work, etc)

A photo of You (you, you and vehicle/at work (if you want to, if not we can create a brand character - if you want), branding and brand guidelines (if any), logo(s), brand colors you want to use, video, Upload business photos too, such as jobs, job before vs after, etc.

Are there any legal or compliance requirements specific to your industry? Do you need any disclaimers or privacy policies included? *

Who will we contact in creating this, and who will provide approvals? Please provide their contact information *

Is your business on Social Media? If so, which ones? *

Is there anything else you think we should know before starting? *

Google Business Profile

Have you a Google Business Profile Account?

NOTE - If you don't have a Google Business Profile, we will help you set one up on our onboarding call

If you have a Google Business Profile please provide " [email protected] " access

NOTE - If you are unsure about how to grant us access to your Google Business Profile account so we can optimise your Google Business Profile correctly, we will help you with this on our onboarding call

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