MARKETING PEACE OF MIND

CLIENT ONBOARDING

Let's get your marketing setup for success

A few quick details so we can hit the ground running. Usually takes 5 to 10 minutes -- you can save and finish later anytime

Business Info

Business Name *

Business Address *

City *

State *

Postal code *

Business Phone *

Business Email *

Year Established

EIN

Website

By checking this box, I consent to receive non-marketing text messages from Marketing Peace of Mind. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Contacts

Primary Contact *

Primary Contact Phone *

Primary Contact Email *

Do you have other contact people *

No

Billing

Technical/Access

Final Decision Maker

Billing Contact Name

Billing Contact Phone

Billing Contact Email

Technical Contact Name

Technical Contact Phone

Technical Contact Email

Final Decision Maker Name

Final Decision Maker Phone

Final Decision Maker Email

Services and Location

Google Business Profile Link

Business Hours *

Business Description *

Business Tagline or Slogan

Services You Offer *

Top 3 Services You Want to Focus On *

Service 1
Service 2
Service 3

Highest Profit Service

Areas you service *

Services/Areas to Avoid

Access Checklist

We'll review any missing access and walk you through granting us access during your onboarding call.

Goals & Competitors

Top Business Goals?

Top Competitor 1 *

Top Competitor 2

Top Competitor 3

What makes you different from competitors?

Describe your ideal customer

Are you advertising currently? *

How often are you posting?

Social Media Profiles

Facebook
Instagram
X (Twitter)
Pinterest
Youtube
Reddit
Tik Tok
LinkedIn
Threads
SnapChat
BlueSky
Other