New Client Onboarding Form
Owner's Full Name (who will be signing)
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What is your title in the company? (EX: Owner, CEO, COO?)
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Company Legal Name
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DBA (Name on the ads)
Owner's Phone
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Owner's Email
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Target Radius (CENTER RADIUS and MILES) [92618 - 30 miles] <- Example
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GOOGLE MAP Radius Screenshot: Go to google and screenshot the service area radius and verify it with the customer. (this will be used on the actual ad)
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Package
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Month to Month
Month to Month w/ Calling
3 Month Installment
3 Month Paid In Full
3 Month Installment w/ Calling
3 Month Paid In Full w/ Calling
Ad Spend
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$33/ Day
$50/ Day
$100/ Day
Other (add in notes)
Pricing (monthly payment)
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$1,500 Per Month
$2000 per month
$2,500 per month
$4,500 Piff
$6,000 Piff
$6,000 Piff With Calling
$7,500 Piff With Calling
Other (Add in Important Notes)
Upsell Packages (Add pricing in Important Notes)
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Website
Pre Estimate Page
SEO
Mailers
Review Campaign
Facebook Optimization
Google Local Service Ads
Reactivation Campaign
None
Does Client Have Media?
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Yes (Must Collect Media in Google Drive or send on email)
No (Pitcure ads will be used until media collected)
How do they want their leads?
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Live Transfer (add phone # for transfer in notes)
Calendar (what calendar are they using? add notes)
We are not calling the leads
Other (add notes)
Google My Business Link (search up their company on google and coply the link (refer to sop video for walkthrough)
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What CALL OUT should we use in the ad? Ex: "I'm Alex and started my business in OAKLAND COUNTY michigan" Ensure the call is not too narrow (one small city)
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Pronounciation of Personal Name for the Ad and County (Google "name" pronounciation) and put it [John -> jaan] <-Example
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What Numbers are we sending Text Message Notifications for Leads to? (seperate with commas)
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Important Note(s)
SUBMIT!