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Client onboarding

Let’s get started.

Tell us about your business and what you need. It takes about 10 minutes, and you’ll only see questions about the services you choose. Your answers save on this device as you go.

About you and your business

The basics, so we know who we’re working with.

For example: construction, dental clinic, café, sports club.

Leave blank if you don’t have one yet.

Who they are, where they are and what they need from you.

Names or links are fine.

What do you need?

Pick everything that applies. We’ll only ask about the services you choose.

Which services do you need?
What’s the main goal of this project?

For example: 20 enquiries a month, a site that loads fast on phones, posting 3 times a week.

Your brand

How your business looks and feels today, and where you want it to go.

Do you have a logo and brand guidelines?

A Google Drive or Dropbox folder with your logo, fonts, colours and photos.

For example: trusted, modern, friendly.

Your website

What your website needs to do for your business.

What kind of website project is this?

Leave blank if you don’t have one.

For example: visitors redirected to ads, a “Deceptive site ahead” warning, or pages you didn’t create.

Which pages do you think you need?
Which features do you need?
Who will provide the words and photos?
Do you own a domain name?

For example: yourbusiness.com

For example: Hostinger, GoDaddy, Namecheap, or “not sure”.

After launch, who will update the website?
Social media and content

Where you post, and how we can help you show up.

Which platforms are you on, or want to be on?
How often do you post now?
What would you like us to handle?
Do you have photos or videos we can use?
Motion and video

The videos and animation you have in mind.

What do you need?

For example: Facebook, TikTok, website, events, TV screens.

Automations

We set up smart workflows for the repetitive work. People stay in charge of everything that matters.

Which of these would help most?

For example: Gmail, Google Sheets, Messenger, a CRM, accounting software.

Tech support and access

Who looks after your tech today, and what we’ll need access to.

What do you need help with?

Please don’t type passwords in this form. Once we start, we’ll set up a secure way for you to share access.

Which accounts will you be able to give us access to?
Would you like ongoing backend support after launch?
Timeline and next steps

Almost done. This helps us plan the right scope and schedule.

For example: an opening, an event or a campaign start date.

Any currency. This helps us suggest the right scope. It isn’t a quote.

How do you prefer to keep in touch?