New Client Onboarding - Home Builder Marketing Pros

Welcome! We are glad you have taken the time to fill out this form. Your participation is essential in allowing us to gain a better understanding of your business and objectives. The more detailed your response is, the better equipped we will be to provide you with exceptional service and achieve exceptional results. Thank you for your time and efforts.
Who are you?
Please tell us who you are
Name*
First Last
Email*

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Business Overview
Please tell us about your business.
Business Name*
Business Phone Number*
Business Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Hours*

Add Hours
Business Website URL*

Social Media

Provide a list of social media URL’s that you believe we will need (e.g., access to the Facebook, Instagram, YouTube and etc…)

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What are we helping you with?
Please kindly select the services from the following comprehensive list that would best suit your needs.
Our Services*
- Pay Per Click Management (Google Ads, Bing Ads, Youtube Ads)
- Search Engine Optimization
- Website Management/Development
- Organic Social Media Management (Posts)
- Reputation Management
- CRM & Automation Management
- Geo-Fence Marketing
- Other
Please specify:

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Web Hosting Details
Please verify your login credentials by logging into each site before submitting this form.
All information submitted here is encrypted for your protection.
Do you know where your website is hosted?*
- Yes
- No, sorry I have no idea
Web Host Web Address
Where do you go to log in?
Web Host Username
Web Host Password

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Domain Registrar
Your domain registrar is the company you pay to reserve the name of your site on the web. They turn things like 208.44.161.180 into www.yourdomain.com. It may or may not be the same as your hosting company (we recommend your domain registrar is separate from your web hosting). Popular domain registrars include: CrazyDomains, GoDaddy, Namecheap, Hover, etc.
Please verify your login credentials by logging into each site before submitting this form.

All information submitted here is encrypted for your protection.
Is your domain registrar different from your web host?*
- Yes
- No
- I have no idea
Domain Registrar Login URL
Where do you go to login?
Domain Registrar Username
Domain Registrar Password

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Website Editor Login
This is the login you use to make changes to your site. Usually accessed at yoursite.com/login or yoursite.com/wp-admin.
Please verify your login credentials by logging into each site before submitting this form.

All information submitted here is encrypted for your protection.
Website Editor Login*
Who would be the appropriate person to contact about the registration and hosting of your website, whether it be a current employee or a previous marketing agency or contractor?
First Last
Email*
Phone*

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Email List Service (Mailchimp, ActiveCampaign, etc)
We'll need the login details so we can integrate your sign up form on your website.
Please verify login credentials by logging into each site before submitting this form.

All information submitted here is encrypted for your protection.
Do you have an email marketing system?*
- Yes
- Not yet
Which email marketing system do you use?
e.g. Mailchimp, ActiveCampaign
Where do you go to login?
What is your username?
What is your password?

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CRM Logins
We'll need the login details so we can integrate and helps you manage prospects, leads, clients, and conversions.
Please verify login credentials by logging into each site before submitting this form.

All information submitted here is encrypted for your protection.
Do you have a Go High Level account?*
- Yes
- Not yet
- Sorry, I have no idea
Where do you to login?
What is your username?
What is your password?

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Google AdWords
Unlike Analytics, where the client adds us as a user, we are an agency using a special type of AdWords account that allows us to view all of the accounts we are managing in one dashboard with a single login.
Please verify login credentials by logging into each site before submitting this form.

All information submitted here is encrypted for your protection.
Do you have a Google Ads running?*
- Yes
- Not Yet
- I don't have an idea
What is your Client ID?
We would need the Client ID from the upper right hand corner of your Adwords account.

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Local Competitors
Do not include national brands/franchises.

Who are your top three to five local competitors?*

Do not include national brands/franchises.

What sets your business apart from your main competitors?*
What are the qualities that you either appreciate or dislike about your competitors?*

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Your Services

What services do you offer?*

Please tap on "+" to add more services.

Are there any services that you are commonly mistaken for providing or that you frequently get asked to perform, but don't want to offer?*

Please tap on "+" to add more services.

Are there any service you offer that you don't want us to promote?*

Please tap on "+" to add more answers.

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Location Coordinates
By having accurate location information, individuals and organizations can make better decisions and carry out their activities more effectively and efficiently.

Which geographic area do you think we should target with our advertising for your home-building services?*

(Provide a location and a mile radius, or a google drive link or a list of zip codes.) e.g., Clermont, Florida, 35 miles; or Manatee and Sarasota counties on the zip code list.

Are there any particular areas that we should avoid advertising in?*

(Provide a location or a list of zip codes.)

Are there any keywords we should avoid in our campaigns?*

Please tap the "+" button if it's more than one.

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Customer Avatar
Having an understanding of your business goals will play a vital role in making this project a success.
What is your unique selling proposition?*

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What kind of customers are you currently getting?*
What kind of customers are you getting right now that prompted you to contact us?*
What kinds of customers do you not want?*
Why don't you want them?*
What do they want?*
Who is your ideal customer?*
Can you describe the differences between your ideal customer and those who are not a good fit for your business?*

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Sales Process
What phone number should receive these leads?*
Who answers the phone?*
How long is the follow-up process?*
What does your sales process look like?*
What are your biggest sales challenges?*
Are there seasonal patterns that affect your sales?*
What are the most common reasons you hear from customers that lead to lost sales?*

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Schedule Onboarding Call
Please book your onboarding call with Patrick by clicking the link below * Book your onboarding call here: {Link to your onboarding calendar page}*
- Yes, I've booked the onboarding call
- No, I've not booked the onboarding call

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We appreciate your participation in this survey and thank you for taking the time to provide your valuable details.

Please take a moment to review all the information you have submitted to ensure its accuracy and completeness. If there are any updates or corrections that need to be made, please make those changes promptly. Your input is essential to our ongoing efforts to enhance our services and meet your needs.
Thank you once again for your participation.
Email
This field is for validation purposes and should be left unchanged.

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Home Builder Marketing Pros
Client Onboarding Form

Step 1 of 17

Who are you?

Business Overview

What are we helping you with?

Web Hosting Details

Domain Registrar

Website Editor Login

Email List Service (Mailchimp, ActiveCampaign, etc)

CRM Logins

Google AdWords

Local Competitors

Your Services

Location Coordinates

Customer Avatar

Sales Process

Schedule Onboarding Call

Home Builder Marketing Pros Client Onboarding Form

Step 1 of 17

Who are you?

Business Overview

What are we helping you with?

Web Hosting Details

Domain Registrar

Website Editor Login

Email List Service (Mailchimp, ActiveCampaign, etc)

CRM Logins

Google AdWords

Local Competitors

Your Services

Location Coordinates

Customer Avatar

Sales Process

Schedule Onboarding Call

Home Builder Marketing Pros
Client Onboarding Form