New Client Onboarding Form – HEARD Digital Marketing

🟦 Section 1: Business Details

Full Name*

First Last

Business Name*

Primary Contact Email*

Phone Number*

Business Address*

Street Address Address Line 2 City State ZIP Code

Website URL*

Business Hours

🟩 Section 2: Platform Access

Google Account Email (for GBP access)

Facebook Page Admin Email

Instagram Handle

Do you have an existing Google Ads or Facebook Ads account?*

Yes

No

Account ID or login email*

Domain Registrar Name (e.g., GoDaddy)*

Domain Registrar Login Info

🟨 Section 3: Branding & Creative Assets

Upload Your Logo*

Drop files here or

Accepted file types: jpg, png, psd, ai, eps, Max. file size: 100 MB.

Upload Any Brand Images or Photos

Drop files here or

Accepted file types: jpg, png, Max. file size: 100 MB.

Brand Colors (Hex Codes)

Font Preferences

Links to Past Ads or Promos

🟥 Section 4: Services & Strategy

Current/Preferred Offer (e.g., free consult, 10% off)*

Target Service Areas or Cities*

Who is your ideal customer?*

Most common questions/objections from prospects*

🟪 Section 5: Sales & Communication

Do you have appointment setters?*

Yes

No

Preferred lead follow-up method*

Are you using a CRM already?*

Yes

No

Please specify:*

Would you like us to use Slack for communication?*

Yes

No

🟫 Section 6: Goals & Expectations

Your #1 goal in the next 90 days*

What would success look like to you?*

Monthly ad budget (if applicable)

How involved do you want to be?*

Email

This field is for validation purposes and should be left unchanged.