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Client onboarding

Client Onboarding

Marketing for the little guy.

You’re good at the work. This helps us make sure people can find you.

Fill this out before our first meeting, or we can go through it together. It covers how customers find you today, what you sell, who you serve, and the logins we need to get started. Skip anything you don’t know yet. We can fill it in later.

Get Found Locally

$550/mo

Your Google listing, reviews, and posts, plus ongoing content, your own podcast, a jingle, and video pages.

  • No contract. Month to month.
  • You keep all of the content we make for you.
  • Ad Spend not included

Your details

Required

Section 1: Your business

Age, homeowner or business, neighborhood, budget. Whatever helps us picture them.

This changes how your Google listing is set up.

Question 6: How do most new customers find you now? (check all that apply)

Section 2: Your goals

More calls, more booked jobs, showing up for a search phrase you care about.

Example: “emergency plumber Mesa” or “family dentist Phoenix.”

Question 11: Rank what you want most: phone calls, form leads, booked appointments, or walk-ins.

Pick 1 for what you want most.

Section 3: Google Business Profile and reviews

Your Google listing is what shows up on Google Maps and in the map results. It’s the heart of getting found locally.

Question 12: Is your Google Business Profile claimed? Who has the login?
Question 13: Is anything on the listing wrong or out of date?
Question 14: How many Google reviews do you have, and what’s the average star rating?

Asking for reviews is an every-job habit for as long as you’re in business. We’ll help you keep it going.

Question 17: Can we add photos, posts, and services to your listing each month?
Question 18: Are you listed anywhere else? Check any you know of.

Section 4: Your website

Building you a new website or moving your current one is part of Get Found Locally. If your current platform doesn’t fit, we’ll move you to one that works, as part of the service.

Question 19: What is your website built on?

No site yet, no access, or a platform that doesn’t fit? We’ll build a new site or move your current one as part of the service.

Example: GoDaddy, Namecheap, Google/Squarespace Domains. It should be in your name.

Question 22: On a phone, can a visitor tap once to call you?

Section 5: Ongoing content: blog and podcast

Each month, a new post goes on your website and becomes that month’s podcast episode. We write the script, you approve it, and a short voice sample lets us produce the episode in your voice.

Question 24: Do you already have a blog, podcast, or YouTube channel? List links.
Blog, podcast, and YouTube accounts
AccountLink or handleWho has the login?
Blog
Podcast
YouTube

These become your blog posts and podcast episodes.

Question 27: Will you record a 1 to 2 minute voice sample so we can produce podcast episodes in your voice?

Section 6: Your search phrase, jingle, and video pages

Your jingle sings the phrase we want people to type into Google. It plays in your podcast, your video ads, and any video pages. Video pages are your choice. If you want them, we make up to one a month.

Question 30: Do you want video pages? If yes, which problems or topics should we start with?

Example: termites / roaches / rats, or crowns / implants / cleanings.

Section 7: Brand, photos, and approvals

Section 8: Phones and ads

We set up and manage your Google Ads and YouTube ads as part of Get Found Locally. You pay Google directly for your ad budget.

Section 9: Your fit and next step

Access checklist

What we need before we start. Check each one off as it comes in.

Access checklist
What we needHave it?Who has it / notes
Google Business Profile: owner or manager access
Website admin login (or OK to build or move the site)
Domain registrar login, or someone who can make changes
Google Analytics and Search Console access, if set up
YouTube channel access (for podcast and video)
Logo files and 10 or more photos
Voice sample recorded
Google Ads account access (or we set one up in your name)
Monthly check-in day and time set

Send your answers

Blanks are fine. We’ll fill in the rest together at our first meeting. We’ll also make a PDF copy of your answers that you can download on the next page.