Client Onboarding Questionnaire GENERAL BUSINESS INFORMATIONBusiness Name*Year Established*Business Address* Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Business Phone Number*Business Fax NumberBusiness Email Address* Business Hours*SundayMondayTuesdayWednesdayThursdayFridaySaturdayWebsite* Tagline*The catchphrase or slogan used in your advertisingWho is the primary contact for the business?Primary Contact Name* First Last Primary Contact Phone Number*Primary Contact Email Address* Primary Contact Birthdate*Month123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920An easy to remember birthdate to verify directory listings or reset passwordsDo you need Social Media services?*YesNoDo you need SEO services?*YesNoDo you need Web Development services?*YesNoINTRODUCTION QUESTIONSWhat are your business goals this year?*What makes you different from your competitors?*What is your biggest challenge?*How do you follow up with customers and clients with reviews and additional feedback?*Who are your local and national competitors?*List all sister/parent companies, distributors or resellersOther introduction related notesSOCIAL MEDIA PLATFORMSFacebookURLUsernamePasswordWe will also request access via Facebook Business ManagerTwitterURLUsernamePasswordLinkedInURLUsernamePasswordPlease add webmaster@ascential.co as a manager to your company profile if one is set up.YouTubeURLUsernamePasswordInstagramURLUsernamePasswordPintertestURLUsernamePasswordGmail or GoogleUsernamePasswordOther social media platform related notesSOCIAL MEDIAIs the contact for Social Media the same as the primary contact?*YesNoSocial Media Contact Name* First Last Social Media Contact Phone Number*Social Media Contact Email Address* Best time to call for Social Media related questions/issuesWho is your target audience?*What voice do you want behind your messaging on social media platforms?*e.g. professional, authoritative, friendly, fun, humorous etc.Do you have any other active marketing or have any planned?Do you have any annual events, holiday specials or big news coming up?What are your goals for the business year?*List all sponsorships, causes and partnerships affiliated with your businessOther social media related notesSEOIs the contact for SEO the same as the primary contact?*YesNoSEO Contact Name First Last SEO Contact Phone Number*SEO Contact Email Address* Best time to call for SEO related questions/issuesSome directory listings require proof of business. Are you able to provide us with a state sales or employment tax certificate? Please explain.*Search rankings are improved by identifying industry categories and keywordsList all categories and subcategories your services/products/brand falls under*e.g. Aerospace, Construction, Entertainment, Food, Healthcare etc.List all keywords your services/products/brand falls under*Provide a short description of your business*Provide a long description of your business*Other SEO related notesWEB DEVELOPMENTIs the contact for Web Development the same as the primary contact?*YesNoWeb Development Contact Name First Last Web Development Contact Phone Number*Web Development Contact Email Address* Best time to call for web development related questions/issuesWhere is your domain name hosted?*Please provide the login credentialsWhere is your website hosted?*Please provide the login credentialsWhere is your email hosted?*Please provide the login credentials for each accountOther web development related notesCAPTCHA