Onboarding

Let's Get Started.

Fill this out before our onboarding call. It helps us hit the ground running and make the most of our time together.

Which track are you on?

Track A: Optimize my existing site Track B: Build me a new site + SEO

Your Business

Business name

Current website URL (if you have one)

What services do you offer? List your main ones.

What areas do you serve? List cities, towns, or regions.

Your Customers

Describe your ideal customer. Who are they? What problem do they have?

How do you typically close a deal? (Phone call, in-person estimate, online booking, etc.)

Where should leads go? (Phone number, email, CRM, contact form, etc.)

Competition

Who are your top 2-3 competitors? (Names or website URLs)

Any specific search terms you want to rank for? (Optional, we'll research this too)

Access + Credentials

We'll need access to these during onboarding. You can share credentials securely on our call, or list what you have access to here.

Do you have a Google Business Profile?

Do you have Google Analytics or Search Console set up?

Where is your domain registered? (e.g. GoDaddy, Namecheap, Google Domains)

Where is your site hosted? (e.g. Wix, WordPress, Squarespace, not sure)

Brand + Content (New Site Build Only)

Do you have a logo?

Brand colors (if you have them)

Any websites you like the look of? (Drop URLs here)

Do you have professional photos of your work, team, or business?

Do you have client testimonials or reviews you'd like on the site?

Anything Else?

Anything else we should know before our call?