Digital Domination Onboarding
Account Manager
Contact Name
Contact Phone Number
*
Contact Email
*
Preferred Method of Contact
Want to Include Alternate Contact?
Alternate Contact Info
Company Owner Name (if Different than Contact)
Company Name
Has the Company Had a Different Name in the Past?
Past Company Name
Company Phone Number
Has the Company Had a Different Phone Number in the Past?
Provide Past Phone Number
Company Email
Company Tagline
Number of Locations
Location 1 Address
Has the Company Had a Different Address in the Past?
Provide Past Address(es)
Location 1 Shipping Address Same as Physical Address?
Location 1 Shipping Address
Location 1 Phone Number (If Different than Provided Above)
Location 1 Hours of Operation
Location 1 Service Area
Location 1 Services
Location 1 Products
Location 1 Number of Employees
Location 1 Memberships & Associations
Location 1 Year Established
Location 1 Coupon or Special
Location 1 Additional Notes
Location 2 Address
Location 2 Shipping Address Same As Physical Address?
Location 2 Shipping Address
Location 2 Phone Number
Location 2 Hours of Operation
Location 2 Service Area
Location 2 Services
Location 2 Products
Location 2 Number of Employees
Location 2 Year Established
Location 2 Memberships & Associations
Location 2 Coupons or Specials
Location 2 Additional Notes
Location 3 Address
Location 3 Shipping Address Same As Physical Address?
Location 3 Shipping Address
Location 3 Phone Number
Location 3 Hours of Operation
Location 3 Service Area
Location 3 Services
Location 3 Products
Location 3 Number of Employees
Location 3 Year Established
Location 3 Memberships & Associations
Location 3 Coupons or Specials
Location 3 Additional Notes
Currently Working with Other Marketing Firm?
Under Contract with Marketing Firm?
What Date Does Contract End?
Do You Own a Website Domain?
Domain to Use for Website
Location of Domain
Domain Login Username/Email
Domain Login Password
Number of Emails Connected to Domain
Email Provider
Does Company Have a Current Website?
Current Site Username
Current Site Password
Where is the Website Hosted?
Is Website Hosted with Same Provider as Domain Registrar?
(e.g., GoDaddy, Bluehost)
Host Login Username
Host Login Password
Logo Needed?
Colors
Sites Client Likes
Website Design Specs
Number of Pages
Page Names
Featured Media Section
Additional Options to Include
Blog
Image Gallery ($500)
Videos
Opt-In Boxes
Basic Shopping Cart ($500)
Gravity Form (Special Form)
Fillable PDF Form
Client Provided Content
Images
Page Content
None
Payment Methods
VISA
MasterCard
AMEX
Discover
Checks
Cash
Insurance
Email for Site Contact Form
Email for Reporting
Would You Like AI to Respond to Positive Reviews?
Do You Want a Chat Widget on Your Website?
Legal Company Name
Legal Company Address
Did You Ask for FEIN?
If Yes, Write It Down and Give to Rob
Create Customer Share Folder?
Email for Customer Share Folder
Already Have A Facebook Business Page?
Facebook URL or Page Name
Already Have Instagram?
Instagram URL
Instagram Username/Email
Instagram Password
Already Have Twitter?
Twitter URL
Twitter Username/Email
Twitter Password
Already Have LinkedIn Business Page?
LinkedIn URL
LinkedIn Username/Email
LinkedIn Password
Already Have YouTube Business Account?
YouTube URL
YouTube Username/Email
YouTube Password
Other Accounts? Provide Details
Main Goals to Focus on with Social Media
Main Competitors? Anything You Offer That Competition Doesn't?
Suppliers/Vendors/Associations/Certifications You Want Mentioned?
Have Any Content That We Can Use? (images, video etc.)
Do You Have Someone Who Can/Will Respond to Comments/Private Messages?
Will You Send Out Invitiations to Add Followers?
Businesses, Brand, or People That Your Company Page Can Start Following?
Special Events or Holiday's That Are Off-Limits?
Would You Like to Preview Posts Before They Publish?
Do You Want to Approve/Reject Posts Before they Publish?
Post Preview/Approval Email
Seasonal or Ongoing Promos You Want to Highlight?
Additional Social Media Notes
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