# Client Onboarding Form

Client:
Business:
Website:
Start date:

## Business Details

- Registered business name:
- Trading name:
- Main contact:
- Email:
- Phone:
- Address:
- Service areas:
- Opening hours:

## Services and Customers

- Main services to promote:
- Most profitable services:
- Services you do not want to promote:
- Ideal customer:
- Typical job or client value:
- Busy/seasonal periods:
- Main competitors:

## Access Needed

- [ ] Website CMS access
- [ ] Hosting access, if needed
- [ ] Google Business Profile access
- [ ] Google Search Console access
- [ ] GA4 access
- [ ] Google Tag Manager access, if used
- [ ] Existing ranking or reporting tools

## Brand and Proof

- Logo files:
- Brand colours:
- Photos:
- Testimonials:
- Case studies:
- Accreditations:
- Guarantees:
- Awards or memberships:

## Conversion Details

- Main phone number:
- Main email:
- Contact form destination:
- WhatsApp link:
- Booking link:
- Thank-you page URL:
- CRM or lead tracking process:

## Approval Process

- Who approves website changes?
- Who approves content?
- Preferred communication method:
- Reporting contact:
- Monthly meeting preference:

## Notes

Add anything else the SEO team should know: