Client Onboarding with CrowdBoost

(Note: If you need to save and finish the form later, there is a 'Save and Continue' button at the bottom of the form.)

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Comments

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Business Name*

Main Contact Name*

Phone Number

Email Address*

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Website

Year Founded

Business Hours

Are there other members of your team with whom we may be interacting:

Team Member Name

Their Title

Their Email

Their best daytime phone

What type of products and/or services do you sell?*

Tell us which products/services are primary and what % of total sales each represent:*

Product/Service

% of total sales

Tell us your top 3 marketing objectives:

Year 1 objective

Year 2 obective

Year 3 objective

In priority order, what are your top 3 priorities in the next 12 months?

Priority #1

Priority #2

Priority #3

Give us the name and website address of a minimum of 3 or more competitive companies. (Large companies and small please)

Name

Website URL

What is your company’s main Point of Difference (POD) i.e., what sets your company apart from your competition?*

Paint us a picture of your primary target customer

The industry they are in

Their title

How many customers do you serve currently?

At any one time, how many prospects do you have?

How many referral partners do you work with?

Do you have database/s containing customers/prospects and networking partners that we can obtain?

Yes

No

What marketing efforts have you already undertaken? What tactics have proved successful?

Direct us to your company website

In your opinion, could your website be improved?

Yes

No

Direct us to other websites or landing pages you may use

Give us access credentials to your main website:

Login URL

User Name

Password

Have you ever tried search engine marketing? Like Search Engine Optimization (SEO) or Pay-per-Click (PPC)?

Yes

No

Tell us about your experience using this tactic

Have you ever tried online advertising? Like a Facebook, Instagram or LinkedIn ad?

Yes

No

Tell us about your experience using this tactic

What social media platforms do you use? Give us access credentials for each social media account or add them here to allow us to post.

Platform (URL link to social media platform)

User Name

Password

Do you have any customer reviews/testimonials?

Yes

No

Do you have a resource for customer reviews/testimonials? For example: Yelp and/or Google Business Profile, etc.

Yes

No

Please share access or provide temporary credentials to any digital assets, logins, accounts, etc as needed

Login URL

User Name

Password

Hosting Provider & Login, CMS platform, Domain Registrar, Google Analytics, Google Search Console, Google Business Profile, Facebook Business Manager, Linkedin Page, Tiktok Business, Youtube Channel, Other Relevant Socials & Access, etc.

Please upload the following: (1) Branding Files (logo, guidelines, fonts); (2) Photos/Videos for Marketing Use; (3) Access Documentation (if not already shared)

Drop files here or

Max. file size: 50 MB.

Client Onboarding with CrowdBoost

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