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Client Onboarding Form Digital Engage

Welcome to Digital Engage! We're excited to partner with you to help grow your business through our comprehensive digital marketing services. To ensure we fully understand your needs and goals, please take a few minutes to complete this onboarding form. Your responses will provide us with the necessary information to tailor our services specifically to your business across all departments, including SEO, Social Media Management, Graphic Design, Video Editing, Paid Media Management, and Website Development. If you have any questions while filling out the form, feel free to reach out to us. Let's get started on making your digital presence stronger and more effective!

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Company Name(Required)

Primary Contact Name(Required)

Email Address(Required)

Phone Number(Required)

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Company Website

Describe Your Business

What are your main business goals for the next 6 months?

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Services

Untitled(Required)

SEO

Social Media Management

Graphic Design

Video Editing

Paid Media Management

Website Development

Reputation Management

Website Hosting

Website Support

Local Map SEO

Branding and Logo Design

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SEO Page 5

SEO

Do you currently have an SEO strategy?

What are your primary keywords or key phrases?

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SEO

Do you have any backlinks strategy in place?

Are there any specific competitors you want to target?

Do you have any specific geographic locations you are targeting?

Have you faced any SEO related challenges in the past?

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Social Media Management

Which social media platforms are you currently using?

Untitled

Facebook

Instagram

Twitter (X)

TikTok

YouTube

Threads

SnapChat

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Social Media Management

What are your primary goals for social media (e.g., brand awareness, lead generation, engagement)?

Do you have any existing social media accounts you'd like us to manage?

Yes

Maybe

Who is your target audience?

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Social Media Management

Do you have a preferred content style or tone?

Are there specific hashtags or themes you would like to focus on?

Do you have a content calendar in place?

Yes

Do you have any competitors that you admire in terms of social media presence?

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Graphic Design

Do you have existing branding guidelines (colors, fonts, logos)?

What types of design services do you require (e.g., logos, brochures, social media graphics)?

What is the purpose of the design (e.g., promotion, brand awareness, event)?

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Graphic Design

Who is the target audience for these designs?

Are there any specific styles or themes you prefer?

Do you have examples of designs you like or dislike?

What are the dimensions or format requirements for the designs?

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Video Editing

What is the goal of your video content (e.g., promotion, education, branding)?

Do you have any raw footage ready for editing?

Yes

What is the desired length of the video?

Do you need motion graphics or special effects?

Yes

Maybe

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Video Editing

Do you have a script or storyboard prepared?

Yes

Who is your target audience for the video?

What is your preferred video style (e.g., corporate, creative, cinematic)?

Are there specific examples of videos you admire?

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Paid Media Management

(Sponsored Advertising)

Which platforms are you interested in advertising on (e.g., Google Ads, Facebook, Instagram)?

Google Ads

Meta Ads

YouTube Ads

TikTok Ads

LinkedIn Ads

Twitter Ads

Microsoft/Bing Ads

Other

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Paid Media Management

(Sponsored Advertising)

What is your monthly ad budget?

What are your primary goals for these campaigns (e.g., leads, sales, website traffic)?

Who is your target audience for these ads?

Do you have existing ad accounts?

Yes

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Paid Media Management

(Sponsored Advertising)

Are there specific products or services you want to promote?

Do you have existing ad creatives (images, videos, copy)?

Yes

Do you have a preferred schedule for delivering sponsored ad campaigns? Would you like to target specific days or hours during the week?

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Website Development

Do you have an existing website that needs redesigning? (If not, leave blank)

What is the primary purpose of the website (e.g., ecommerce, informational, lead generation)?

Do you have a preferred platform (e.g., WordPress, Shopify, custom-built)?

Who is your target audience for the website?

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Website Development

Do you have specific features you need (e.g., contact forms, booking systems, payment gateways)?

Do you have a sitemap or list of pages you want to include?

Are there specific design elements or themes you want to include?

Do you have content ready for the website, or will you need help with copywriting?

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Reputation Management

What platforms are you currently active on for customer reviews (e.g., Google, Yelp, Facebook)

Do you currently monitor and respond to customer reviews?

Yes

Maybe

What are the primary goals of your reputation management strategy (e.g., improving ratings, responding to negative reviews, generating more positive reviews)?

Improving Ratings

Responding to Negative Reviews

Generating More Positive Reviews

Other

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Reputation Management

Are there any specific challenges you're facing in managing your online reputation?

Do you have any existing negative reviews or public relations issues that need immediate attention?

Who is your target audience for reputation management (e.g., local customers, industry peers)?

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Reputation Management

Do you have a process in place for gathering customer feedback and reviews?

Yes

Other

Are there specific review platforms or third party websites where you would like to increase your presence?

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Website Hosting

Do you currently have a website hosted on any platform? If yes, which hosting provider are you using?

What are your primary needs for web hosting (e.g., improved speed, better security, scalability)?

What type of website do you operate (e.g., ecommerce, blog, portfolio, corporate)?

eCommerce

Blog

Portfolio

Corporate

Other

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Website Hosting

How much traffic does your website currently receive on average?

0 to 1000 visits per month

1000 to 100,000 visits per month

More than 100,000 visits per month

What is your preferred hosting platform (e.g., shared hosting, VPS, dedicated server)?

Do you require any special configurations or software installations (e.g., WordPress, SSL certificates)?

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Website Hosting

Do you currently have a website hosted on any platform? If yes, which hosting provider are you using?

What are your primary needs for web hosting (e.g., improved speed, better security, scalability)?

What type of website do you operate (e.g., ecommerce, blog, portfolio, corporate)?

eCommerce

Blog

Portfolio

Corporate

Other

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Website Support

Do you have an existing website that requires support? If yes, please provide the URL.

What specific issues are you facing with your website (e.g., slow performance, broken links, security concerns)?

What CMS or platform is your website built on (e.g., WordPress, Shopify, custom-built)?

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Website Support

Do you need ongoing support or one time fixes?

Yes

Are there any new features or functionalities you’d like to add to your website (e.g., forms, chatbots, ecommerce)?

Do you require any content updates or modifications (e.g., text, images, blog posts)?

Is your website currently backed up regularly?

Yes

Maybe

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Local Map SEO

Do you have a Google Business Profile (Google My Business) set up for your business? If yes, please provide the link.

Are you targeting specific local areas or cities for your business? If so, which ones?

What are the primary keywords you want to rank for in local searches?

Option 1

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Local Map SEO

Do you have your business listed on other local directories or review sites (e.g., Yelp, TripAdvisor)?

What challenges have you faced in improving your local SEO presence?

Do you have accurate NAP (Name, Address, Phone Number) information across all your listings?

Are there any competitors dominating local search results that you want to compete with?

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Local Map SEO

Do you currently have any local citations or backlinks from authoritative local websites?

Have you received any online reviews from local customers, and how do you currently handle them?

Are you currently running any local promotions or offers that you want to highlight in search results?

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Branding and Logo Design

Do you have existing branding materials (e.g., logo, color schemes, typography)?

Yes

If You have upload here

Max. file size: 32 MB.

What are the key messages or values you want your brand and logo to communicate?

Who is your target audience?

What tone or voice do you want your brand to have (e.g., professional, playful, authoritative)?

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Branding and Logo Design

Do you have a brand slogan or tagline? If yes, would you like it included in the logo?

Yes

Write slogan or tagline here:

What type of logo are you looking for (e.g., text-based, symbol based, combination mark)?

Text based

Symbol based

Combination mark

Other

Do you have any color preferences or brand colors you’d like incorporated into the logo and overall branding?

Yes

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Branding and Logo Design

Are there any fonts or styles you prefer for your logo and branding (e.g., modern, classic, minimalist)?

Do you have examples of logos or branding that you like or dislike?

Yes

Upload logos here that you like

Max. file size: 32 MB.

What are your brand’s mission and vision statements, and how should they reflect in your logo and branding?

Where will the logo and branding materials be used (e.g., website, business cards, signage)?

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Branding and Logo Design

Do you need help developing a brand strategy or guidelines?

Yes

Are there specific brand assets you require (e.g., business cards, brochures, letterheads, packaging)?

Would you like different logo variations (e.g., black and white, icons, horizontal/vertical formats)?

Do you have a timeline for the logo and branding project, and do you have a specific budget in mind?

Yes

metion here specific budget

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Additional Information

Do you have a preferred timeline or deadline for this project?

Do you have a specific budget allocated for this project?

Do you have any concerns or specific requests you'd like to address?

Are there any additional services you might be interested in?

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Additional Information

Do you have a preferred timeline or deadline for this project?

Do you have a specific budget allocated for this project?

Are there any additional services you might be interested in?

Do you have any concerns or specific requests you'd like to address?

20886

Client Onboarding Form Digital Engage

Awesome!provide further details

provide further details

Services

SEO

SEO

Social Media Management

Social Media Management

Social Media Management

Graphic Design

Graphic Design

Video Editing

Video Editing

Paid Media Management

(Sponsored Advertising)

Paid Media Management

(Sponsored Advertising)

Paid Media Management

(Sponsored Advertising)

Website Development

Website Development

Reputation Management

Reputation Management

Reputation Management

Website Hosting

Website Hosting

Website Hosting

Website Support

Website Support

Local Map SEO

Local Map SEO

Local Map SEO

Branding and Logo Design

Branding and Logo Design

Branding and Logo Design

Branding and Logo Design

Additional Information

Additional Information

Johnson City

Nashville

Knoxville

Awesome!
provide further details