New Client Onboarding Questionnaire 

Preliminary details

Company Name

Contact Name(s), Title/Role?

Your Website URL

Your Email / Phone number

Primary office phone number

Primary business email address

Primary office address

Any additional office locations? Please list each address

Preferred method of communication?

Year your business was founded

Total number of employees

Please list your office opening hours for each day of the week

How are you getting the majority of your business now? How do most people hear about your business?

What SEO activities have you conducted in the past?

What social media activities have you conducted in the past?

What offline marketing activies have you conducted in the past?

Top Competitors in the Area (please list)

What marketing do you feel has or could work for you? Please explain?

What marketing services are you interested in trying?

What barriers/challenges have you met that have stopped you from achieving your marketing goals so far?

If you are dissatisfied with your current marketing, what is the primary reason for your lack of satisfaction?

Being as specific as possible, if you were to fast forward three years into the future, what do you feel has to happen in your marketing for you to feel happy with your progress?

Have you worked with a digital marketing agency in the past? If so, describe this experience.

Do you have a specific person(s) responsible for managing marketing?

What is your estimated average customer lifetime value?

SEO & Pay Per Click marketing

What keywords do you wish to rank for or bid for on Google. We will analyse these keywords and advise you on the terms you need to target for best results/ROI.

List each website address you wish to promote.

What is your average monthly ad spend with Google Ads?

Please list your main business services in order of importance. Please list the webpage for each service if one already exists on your website

What locations do you wish to advertise within? Please list in order of importance.

What’s your most profitable line of business?

Are you satisfied with your current website? If you are not satisfied, please briefly explain why

Audience/target market

Who's your target audience? Primary, secondary?

How would you describe your ideal customer?

What part of the market do you think you are missing?

Login details

Website login (username/pw)?

Google Ads/Analytics login (username/pw)?

Other important logins

What marketing services are you interested in exploring?

SEO & Pay Per Click Marketing

What keywords do you wish to rank for or bid for on Google and other search engines. Please list the main terms in order of importance to you.

What is your average monthly ad spend with Google Ads?

What is your average monthly ad spend with Google Ads?

Google Ads/Analytics login (username/pw)?