Client Onboarding Form - Account Access Name(Required) First Last Company Name(Required) Email(Required) Brand Style Guides and LogoDo you currently have a logo?(Required)Choose from dropdownYesNoPlease upload a high resolution image of your logo Drop files here or Select files Max. file size: 256 MB. If you have more than one version, please upload all filesDo you have a brand identity kit or style guide?A brand identity kit is a document that lays out your logo, colors, font styles, and how your brand identity should be used for marketing purposes. This is typically created by a graphic designer or previous marketing firm. Choose from dropdownYesNoPlease upload your brand identity kit or style guide Drop files here or Select files Max. file size: 256 MB. Okay, great! Go ahead and mark this section as complete and go on.I have completed this section Completed Domain Name (URL)Do you currently have a domain/url for your website?(Required)Choose from dropdownYesNoPlease click here to setup your domain account with Ionos. It is the best domain provider out there because it offers free privacy. Other companies charge extra for this. Type your domain in the domain search bar Click "Add to Cart" > Leave everything else blank, hit continue. Select the "Domain Only." Do NOT purchase web hosting or anything else here. Make sure "FREE Private Registration" is checked > Select Continue Continue to Checkout > Fill out your information > make sure you save your username & password because we will ask for it in the next step." Once you've setup your account, please input your login username and password below. Your Domain Name (URL) Where was your domain purchased?i.e. Godaddy, namecheap, ionos... Username for your domain provider Password for your domain provider I have completed this section and have given the requested login information Completed Hosting Hosting is how we deploy your website live on the internet. Think of your website like a big file cabinet that exists on a random island in the Pacific ocean. Nobody knows it even exists. What hosting does is builds a bridge to that island so that people can get to it, view it, and use it. Without hosting, we can not put the website on the internet.Do you currently have a hosting account?(Required)Choose from dropdownYesNoPlease click here to setup your hosting account with Siteground. It is the best hosting platform currently available and the one we strongly recommend. Click "Hosting" in the Navigation Menu > Web Hosting Please purchase the GrowBig package Choose "I already have a Domain." If you have not yet purchased your domain, please purchase your domain at Ionos. Fill out all your information - we recommend purchasing for a longer timeframe since you get a better deal. Create your account and save your username and password. We will ask for it in the next step." Once you've setup your account, please input your login username and password below. I've setup my hosting account and have my username and password ready. Complete The Name of Your Hosting Provider Username for your hosting provider Password for your hosting provider I have completed this section and have given the requested login information Completed Wordpress WebsiteIs your website currently on Wordpress?(Required)Choose from dropdownYesNoWordpress Username Wordpress Password Okay, great! Please hit submit and move on.I have completed this section and have given the requested login information Completed Analytics AccountsDo you have a Google Analytics account?(Required)Choose from dropdownYesNoPlease Add segalomedia@gmail.com as an Admin to Google Analytics Watch Tutorial Video Sign in to Google Analytics. Click Admin, and navigate to the desired account/property/view. In the Account, Property, or View column, click Access Management. In the Account permissions list, click +, then click Add users. Enter "segalomedia@gmail.com" for the user's Google Account. Select Notify new users by email to send a message to the user. Set the permission level to "editor." Click Add.Please Create Your Google Analytics --> Set up Google Analytics Here Watch Tutorial Video I have added segalomedia@gmail.com as an admin on my account Completed Google Tag ManagerDo you have a Google Tag Manager account?(Required)Choose from dropdownYesNoPlease add segalomedia@gmail.com as Admin to Google Tag Manager --> Google Tag Manager Dashboard Watch Tutorial Video How to Setup Google Tag Manager Watch Tutorial Video Set up Google Tag Manager HereI have added segalomedia@gmail.com as an admin on my account Completed Google Business ProfileDo you have a Google Business Profile (GBP)(Required)Previously known as "Google My Business." This is the account associated with your business map listing for Google. Choose from dropdownYesNoPlease add segalomedia@gmail.com as Admin to Google Business Profile Watch Tutorial Video Google Business ProfilePlease Create a Google Business Profile & Add segalomedia@gmail.com as Admin --> Google Business Profile Dashboard Watch Tutorial Video I have added segalomedia@gmail.com as an admin on my account Completed Google Search ConsoleDo you have a Google Search Console account?(Required)If you don't know what this is, you likely do not have it, so please create an account.Choose from dropdownYesNoPlease add segalomedia@gmail.com as Admin to Google Search Console Watch Tutorial Video Google Search ConsolePlease Create Google Search Console Account --> Create Google Search Console Account Watch Tutorial Video Please paste in your TXT record:Please watch the tutorial video above to create your Google Search Console account I have either (1) added segalomedia@gmail.com as an admin on my account or (2) Have pasted in my TXT Record Completed Google Ads AccountDo you have a Google Ads account?(Required)Choose from dropdownYesNoPlease add segalomedia@gmail.com as Admin to Google Ads Account Watch Tutorial Video Add Admin for Google AdsPlease Create Google Ads Account --> Create Google Ads Account Watch Tutorial Video (PART 1) Watch Tutorial Video (PART 2) - IMPORTANT | PAUSE YOUR ADS I have added segalomedia@gmail.com as an admin on my account Completed CRMDo you have a CRM?(Required)Choose from dropdownYesNoWhat is the login URL for your CRM CRM Username/Login CRM Password Okay, great! Go ahead and mark this section as complete and go on.I have completed this section and have given the requested login information Completed Email Newsletter PlatformDo you have an email newsletter platform?(Required)i.e. Mailchimp, Aweber, ActiveCampaign, MailPoet, etc...Choose from dropdownYesNoWhat is the URL for your email newsletter platform? Email Platform Username Email Platform Password Okay, great! Go ahead and mark this section as complete and go on.I have completed this section and have given the requested login information Completed
