New Client Information - Social Ordeals

Personal Name: *

First

Last

Email: *

Phone Number: *

Best Time to Contact:

Is there a secondary person we may need to be in contact with?

First

Last

Secondary Person's Relationship to the Business:

Secondary Person's Phone Number:

Secondary Person's Email:

Best Time to Contact Secondary Person? (if necessary)

Business Name: *

Business Address: *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Would you like your business address hidden?

Yes
No

Business Phone (Local Number):

Business Toll Free Number (if applicable):

Business Email: *

Website / URL *

Hours of Operation:

What type of service(s) does your business provide?

Any specific brands that your business carries/offers? (if applicable)

What is the main focus of your business?

Please enter the payment methods your business accepts?

What is your business's service area? (if applicable)

Provide at least 5-10 keywords that are important to your business or people would search to find a business of your type:

The Date Your Business Started/Commenced *

Schedule a date for Onboarding: *

Please choose a date after 2 business days (including today).

Time Between: 8:30am - 3:30pm Pacific Standard Time (PST) 60 Minute Meeting *

What Social Media accounts do you have?

Most common asked questions and answers when people call or visit you?

If we're Social Posting as part of your service, what type of content would you like posted to your social media?

If we're Social Posting as part of your service, list any websites you would like us to refer to for posting content or references:

If we're Social Posting as part of your service, please list any topics that you would NOT like posted to your social media:

If we're Social Posting as part of your service, can we post on holidays?

Yes
No

If applicable, please provide any associations, memberships, or professional affiliations:

Does your business advertise online? (Facebook Ads, Google AdWords, Yelp, etc.)

Yes
No

If Yes: Which platforms do you advertise on and what is your total approx monthly spend?

Social Media Accounts

Please provide the links/URL's.

Facebook:

Instagram:

Twitter:

LinkedIn:

Website

Please fill in if we're managing your online SEO, web-hosting, or website maintenance.

Web Domain Login:

Please list where it is managed (ie: GoDaddy, NetworkSolutions, Google Analytics, etc.)

Website Access:

Log-Ins for Local Listings

Provide username/e-mail and password.

Yelp:

Apple Maps:

Welcome!

New Client Form

Social Media Accounts

Website

Log-Ins for Local Listings

Services

Company

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