New Client Onboarding Form

    Company Name:

    Contact Name:

    Contact Phone:

    Contact Email:

    Year Established:

    Payment Methods Accepted:

    Services (list all possible):

    Public Profile or Business Description (500-750 characters):

    Social Media Etc

    Please list the website addresses of the social media and other external websites linked to this project (eg facebook, twitter, youtube, ebay)

    Stakeholders

    Who will be involved in decisions regarding the website?

    Existing suppliers or partners we will need to work with?

    Legals

    Are their any legal issues we need to consider?

    Do you own the rights to all materials included on your website?

    Project Outline

    Give us your elevator pitch? Why a customer should do business with you?

    Target Audience - Who should your marketing be aimed at?

    Why is your organization, product, event or service better than your competitors?

    Do you have a SWOT or similar analysis framework?
    (Strengths, Weaknesses, Opportunities, and Threats)

    Competition and Genre

    List your competitors websites and other important websites in your market/genre?

    What are they doing well?

    What are they doing badly?

    Other Comments?

    Main Location Info:

    Main Location Full Address:

    Public Email:

    Business Phone:

    Toll Free Number:

    Public Fax Number:

    Business Hours:

    Skip to end if you only have one location

    Additional Location Info:

    Additional Location Full Address:

    Public Email:

    Business Phone:

    Toll Free Number:

    Public Fax Number:

    Business Hours:

    Additional Location Info:

    Additional Location Full Address:

    Public Email:

    Business Phone:

    Toll Free Number:

    Public Fax Number:

    Business Hours:

    Cy SearsOnboarding Form