New Client Onboarding

We’re so excited to have your company on board and can’t wait to start working together. This form helps us understand your goals and tailor our services—don’t worry if you’re unsure about some answers, just fill out what you can, and we’ll guide you through the rest!

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Step 1 of 8 - Basic Information

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This field is for validation purposes and should be left unchanged.
Name*
What are the agreed services we are providing as outlined in the scope of your current project?
Please select the relevant options based on our agreement. If you’re unsure, feel free to check with us or refer to the project details we’ve shared.
To maintain consistent branding and ensure accurate representation across your digital platforms, please provide the exact details you'd like displayed publicly. This includes your company’s name, contact details, and social media handles.
This can be different from your legal company name used for tax purposes.
What address should be displayed publicly?
If you don’t want to list a physical address, please provide city, state, and zip code.

Social Media Handles

What social media profiles should be linked to your website?

Branding

Do you have any specific guidelines for how your logo should be used (e.g., color variations, placement)?
Drop files here or
Accepted file types: jpg, gif, png, pdf, Max. file size: 150 MB, Max. files: 10.

    Brand Voice and Target Customer Profile

    We want to ensure that everything we create for your business reflects your unique identity and connects with your ideal audience. Below, we’ve included a few simple prompts to help us understand your brand voice and target customer.

    If you’re unsure, don’t worry—just pick the options that feel right, and we’ll guide you through the rest! Remember, this is often a work in progress, and it’s not uncommon to refine these details as we interact with your audience and gather more feedback and data over time.

    Part 1: Brand Voice

    Which of these best describes your brand personality?
    Describe any additional preferences.
    How should your content feel to your audience?
    Describe in your own words if none of these fit.
    What key messages or themes should your brand consistently convey?
    Add any other key messages.

    We’d love to know about competitors or brands that inspire you. Equally important, let us know about brands you don’t want to emulate—your 'anti-brand.' This helps us avoid styles or messaging that don’t align with your vision.

    Think of it as defining both what you are and what you’re not!

    Part 2: Ideal Customer Profile

    Age range
    Genders
    Income Level
    What are your ideal customer’s key interests or goals?

    Social Media Management

    Please select the platforms you'd like us to manage.*
    If our agreement specifies a maximum number of platforms (e.g., up to 2 accounts), please select only that number. If you’d like us to manage additional platforms, feel free to note this in the 'Other' field, and we can discuss further adjustments.
    Would you like to approve posts before they go live?*
    If you are a new account, we will send you assets and content for review regardless, as we refine your vision, learn more about your brand, and ensure all content aligns with your brand identity. Once we’ve established a clear direction and trust, we can streamline the process based on your preference.

    Social media moves quickly and requires regular updates to stay relevant and engaging. To maximize its impact, posts should go live at specific, optimal times—which can sometimes overlap with your work hours.

    We offer two approaches to managing your social media:

    1. Grant Us Full Access: We handle everything, including creating, scheduling, and publishing posts on your behalf.

    2. You Post Yourself: We prepare the content for you, including captions, media assets, hashtags, and recommended posting times. However, tasks like adding music, applying final edits, and posting at the right time will still need to be managed by you.

    Let us know your preferences so we can tailor a workflow that fits your needs while ensuring your social media presence stays consistent and effective.

    How would you prefer we access your accounts?*

    Email Marketing

    If your web development project with us includes a CRM or email marketing solution, we’ve likely already set up a platform to manage your email campaigns and client interactions. This section helps us understand your preferences for these tools.

    If you're unsure, that's okay! We’re here to guide you. For many of our clients, we recommend FluentCRM, which is installed directly on your website and integrated into your operations.

    If you’re not sure, select Other and let us know in the notes.
    If you’ve already noticed email features on your website but aren’t sure how they work, feel free to ask! We’ll guide you through the process and ensure everything is configured to meet your needs.
    Has FluentCRM been configured for your email lists and automations?*

    Please select the types of emails you'd like us to focus on.
    If you're unsure, feel free to select 'Other' and provide your thoughts—we're happy to recommend strategies that best align with your goals.

    SEO / Content Marketing

    SEO and content marketing help your business connect with the right audience, improve visibility, and drive meaningful engagement. This section will help us understand your goals and focus areas so we can tailor our strategy to meet your needs.

    If you’re unsure about specific details, feel free to select ‘Other’ or leave it to us—we’ll ensure the strategy aligns with your business objectives.

    Goals for SEO
    Are there specific competitors you’d like us to focus on during our analysis?
    Please list up to 3 URLs of competitors you admire or want to benchmark against.
    What type of content should we focus on?
    Do you have specific keywords or phrases you’d like us to target?*
    Enter keywords that represent different aspects of your business, services, or audience interests, rather than variations of the same term. For example, instead of focusing solely on 'butcher shops near me,' try including broader or related ideas like 'meat market near me,' 'best sandwiches,' or 'how to make porchetta.

    Preferred Communication

    We use ClickUp for project management to streamline communication and collaboration. As part of our process, a free ClickUp account is required to connect you to your Client Dashboard. This ensures all updates, files, and project details are organized in one place for your convenience.

    In addition to ClickUp updates, please let us know your preferred method for direct communication for quick questions or urgent updates.

    ClickUp Acknowledgment*
    Preferred Method of Direct Communication*

    Please let us know who will be the primary point of contact for this project.*
    If it’s you, simply select ‘Myself,’ and we’ll use the information provided at the beginning of the form. Otherwise, select ‘Other’ and provide their details below.
    Include: Full Name, Phone, Email, Role
    If there are additional collaborators who will work with us on this project, please provide their details below. (Optional)
    Include their full name, email, role, and specific project scopes they will collaborate on (if not all). Leave this blank if there are no additional collaborators. (e.g., John Doe, jo******@*****le.com, Marketing Manager, Social Media)

    Thanks for taking the time to fill this out—we can’t wait to dive in and make some magic happen for your project! Your answers are like the blueprint for our strategy, so you’re already off to an awesome start.

    If there’s anything else you’d like us to know (or if you just want to say hi), drop it in the box below. Let’s do this!