Client Onboarding
INTERNAL FORM
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Submitting your information…
📋 General / Structural
Business Name
Primary Contact Name
Primary Contact Email
Primary Contact Phone
Website URL
Org Chart - (Who is responsible for what?)
What does success look like to you?
💰 Ads
Google Ads / Meta Account Emails
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Callrail / CTM Access or setup
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Monthly Budget Ceiling
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Specific markets (cities or counties)
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How are "Qualified Leads" defined
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🔍 SEO/AEO
GBP
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Service area scope & top cities served (geo-targeting)
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ALL services provided (AEO content mapping)
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Main competitors in the space
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Current SEO history (prior work done?)
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Business name/phone/address variants (critical for local SEO)
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