Client Onboarding Questionnaire

Name *

First

Last

Company *

Email *

Business Phone *

Billing Address *

Address Line 1

Address Line 2

City

State

Zip Code

Objective *

List the desired objectives/project goals that will need to be met in order for this initiative to be considered a success. Include information as to the measurable results desired (examples: We want to increase total clients from x to x; We want to increase annual revenue from $x to $x.)

Target Audience *

Whom are we talking to? The better you can define and visualize the target, the better the chance we’ll reach them. Please keep in mind that this should include multiple targets. Include titles and all pertinent information about the audience. List as bullets for ease.

Please provide 3-5 competitor websites *

Please type each one on a separate line.

Do you currently have a website? *

Yes
No

Website / URL *

Do you currently have a Google My Business profile? *

Yes
No

Have you currently or have you previously utilized a PayPerClick (PPC) campaign (Google Ads, Facebook Ads, LinkedIn Ads, etc.)? *

Yes
No

Which ones? *

How long did your PPC campaign run? *

Less than 3 months
3-6 months
6-12 months
More than 12 months

Are you still, currently running a PPC campaign? *

Yes
No

What is your projected monthly marketing budget for PPC ads? *

Less than $500/month
Between $500-$1000/month
Between $1000-$2000/month
More than $2000/month

What geographic areas would you like to target with your PPC campaign? *

All of the US
All of Canada
Regional

If regional, please state the areas you would specifically like to target *

Please identify by specific city, state, or zip code

Do you currently have any social media pages/accounts specifically for your business? *

Yes
No

Which ones? *

Account Credentials

Please provide your username and password credentials for all the pertinents hosting, web, or PPC accounts (you may also opt to add Lead Dog Marketing Consultants as a Partner/Agency).

Other Ad Accounts

Please provide username, password, and account ID for any other platform that you have run ads on other than Google, Facebook, or LinkedIn.

File upload

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Please upload any additional documents necessary to effectively create your campaigns. Files include logos, images, email database, etc.

Prove your humanity... *

What is 7+4?

Welcome to the Lead Dog Marketing Consultants’ client roster!

Account Credentials