Digital Domination Onboarding
Account Manager
Contact Name
Contact Phone Number
*
Contact Email
*
Preferred Method of Contact
Email
Call
Text
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Want to Include Alternate Contact?
YES
NO
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Alternate Contact Info
Company Owner Name (if Different than Contact)
Company Name
Has the Company Had a Different Name in the Past?
YES
NO
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Past Company Name
Company Phone Number
Has the Company Had a Different Phone Number in the Past?
YES
NO
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Provide Past Phone Number
Company Email
Company Tagline
Number of Locations
1
2
3
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Location 1 Address
Has the Company Had a Different Address in the Past?
YES
NO
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Provide Past Address(es)
Location 1 Shipping Address Same as Physical Address?
YES
NO
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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?
YES
NO
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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?
YES
NO
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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?
YES
NO
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Under Contract with Marketing Firm?
YES
NO
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What Date Does Contract End?
Do You Own a Website Domain?
YES
NO
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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?
YES
NO
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Current Site Username
Current Site Password
Where is the Website Hosted?
Is Website Hosted with Same Provider as Domain Registrar?
(e.g., GoDaddy, Bluehost)
YES
NO
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Host Login Username
Host Login Password
Logo Needed?
YES
NO
PROVIDED
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Colors
Sites Client Likes
Website Design Specs
Number of Pages
Page Names
Featured Media Section
Video
Image Slider
Product/Service Highlight
Why Us
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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?
YES
NO
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Do You Want a Chat Widget on Your Website?
YES
NO
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Legal Company Name
Legal Company Address
Did You Ask for FEIN?
If Yes, Write It Down and Give to Rob
YES
NO
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Create Customer Share Folder?
YES
NO
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Email for Customer Share Folder
Already Have A Facebook Business Page?
YES
NO
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Facebook URL or Page Name
Already Have Instagram?
YES
NO
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Instagram URL
Instagram Username/Email
Instagram Password
Already Have Twitter?
YES
NO
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Twitter URL
Twitter Username/Email
Twitter Password
Already Have LinkedIn Business Page?
YES
NO
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LinkedIn URL
LinkedIn Username/Email
LinkedIn Password
Already Have YouTube Business Account?
YES
NO
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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?
YES
NO
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Will You Send Out Invitiations to Add Followers?
YES
NO
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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?
YES
NO
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Do You Want to Approve/Reject Posts Before they Publish?
YES
NO
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Post Preview/Approval Email
Seasonal or Ongoing Promos You Want to Highlight?
Additional Social Media Notes
SUBMIT