Home Builder Marketing Pros
Client Onboarding Form

In order to work on your site, we will need access to your WordPress admin as well as your server and FTP information. If you are unsure about this information, ask your web host or the person that set up your website to help.

All information submitted here is encrypted for your protection.

Please verify login credentials by logging into each site before submitting this form.
Who are you?
Please tell us who you are
Name*
First Last
Email*

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
Website URL

Web Hosting Details
This is the company that hosts the files that make up your website. Popular hosts include: CrazyDomains, GoDaddy, Bluehost, Siteground, WPEngine etc. You can type your current website address into the tool at who.is and look for the Nameservers if you've forgotten.
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

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.
Is your domain registrar different from your web host?*
- Yes
- No
Domain Registrar Login URL
Where do you go to login?
Domain Registrar Username
Domain Registrar Password

WordPress Admin Login
This is the login you use to get to your WordPress dashboard to make changes to your site. Usually accessed at yoursite.com/login
WordPress Admin Login URL
Where you do you go to login? (hint: yourdomain.com/wp-login.php)
WordPress Admin Username
WordPress Admin Password
Current Web Master
What are the contact details of the company that currently look after your website?

Email List Service (Mailchimp, ActiveCampaign, etc)
We'll need the login details so we can integrate your sign up form on your website.
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?

Google Analytics
Analytics helps to gather useful data about your website visitors to make better decisions about what is and isn't working. We recommend all websites have Google Analytics installed.
Are you using Google Analytics on your website?*
- Yes
- Not yet
- Sorry, I have no idea
Excellent - please add [you@domain.com] to your account as an admin. You can find instructions here on how to add users to your Google Analytics account.
Phew - all done!

If it took you a while to gather this information, we have two pieces of good news:

1. We'll be working with you at the start of the project to implement a secure and seamless password management system so you can access all your online properties easily when you need to.

2. At the end of your project, you'll receive a password protected document with all the above information gathered in one place.
Comments
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Who are you?