SEO Marketing — Client Onboarding

Best Email Address

💡 This is where we send updates and reports. Use whichever email you check most often.

Best Phone Number

💡 In case we need to reach you quickly. We will not call without scheduling first.

Website URL

💡 Your full website address starting with https://. If you do not have a website, leave blank.

Type of Business

💡 Select the option that best describes your business.

How would you describe your communication style?

💡 The automated messages will match this style exactly so everything feels consistent with your team.

Email address automated responses should be sent FROM

💡 The email your clients will see. A business email looks most professional (info@yourbusiness.com). Personal Gmail is fine for now.

What platform is your website built on?

💡 Tells us how to connect your contact form to the system. Check your website footer or ask whoever built it.

Online booking or scheduling tool link (if you use one)

💡 Examples: Calendly, TutorBird, Acuity. We include your booking link in automated messages. Leave blank if not applicable.

Facebook Page URL (if you have one)

💡 Go to your Facebook business page and copy the URL from your browser. Looks like: https://www.facebook.com/YourBusinessName

Which social media platforms do you currently use?

💡 Check all that apply. Not being on social media is fine — we focus on email automation first.

Which access are you willing to provide during setup?

💡 Gmail/Google: One-time 2-minute browser login to send automated emails from your address. Disconnect anytime. Website backend: We add a connection to your contact form only — nothing else changes. Google Sheets: Shared dashboard so you can see every lead and result in real time. Social media & Calendar: Both optional.

How did you hear about SEO Marketing?

💡 Helps us understand which outreach is working. No wrong answer.