New Client Onboarding Form Tulsa IM Campaign Onboarding Form Step 1 of 5 20% Setup Your AccountOnce your survey is completed our team will review your information and begin working on connecting your accounts. Please allow 7-10 business days for us to get everything up and running. Don't worry, we'll let you know as soon as we have everything set up! PLEASE NOTE: If any information is not provided for any of the accounts below, we will not use that account for your marketing campaign. Please make sure to provide all required information. Required information is noted with a RED ASTERISK.Section A. General InformationCompany Name(Required)Provide the company name we will use in our marketing efforts. Company Website(Required) Business Address(Required)This address should be the up to date address for your business. Note, your business address should match your website, Google Profile and other online directories. Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Business Email Address(Required)This email will appear on directories. This email should be the company marketing email address that potential clients can email to inquire about your services. Primary Company Phone Number(Required)Company LogoPlease upload a high resolution company logo that we will be using in our online marketing and branding efforts. For best results, we highly recommend providing the following: -.PNG with transparent background - Resolution: 72 - With the greatest dimension (height or width) of 1000 pixelsAccepted file types: jpg, png, Max. file size: 64 MB.Company Online Representative(Required)We will use the name provided in the account creation process. This is the name that we will use for social media account creations and directory account creations. First Last Company Representative Gender(Required)MaleFemaleTitle of Company Representative Company Representative Birth Date(Required) MM slash DD slash YYYY Company Representative Profile Description(Required)Please provide a short description about your company representative. (150-300 Characters) Section B: Marketing Information#1 Business Category(Required)How would your business be categorized in a phone book? #2 Business Category #3 Business Category #1 Priority Product/Service(Required)Please specify your products or services in order of priority. #2 Priority Product/Service #3 Priority Product/Service Additional Products or Services NotesDo you have additional information about your top priority products or services? Please provide specific Brands if applicable. Upload 5 PhotosPlease upload up to 5 Photos that best represent your business Drop files here or Select files Accepted file types: jpg, gif, png, Max. file size: 64 MB, Max. files: 5. Two PromotionsPlease give use the first two promotions you want use to advertise here.Client Service Area(Required)Within what mile radius do you service clients. Address Display Option(Required)Do you want us to display your business address on your profile? We do not recommended displaying your address if you are using a residential address. Additional Campaign NotesAdditional/Special Campaign Notes & Information In this section, please inform us of any additional information we should be aware of or any special campaign notes that will better enable us in maximizing our marketing efforts. Top Three Competitors(Required)In your opinion, who are your Top 3 competitors online? Section C: Company RepresentationOK to say you are #1?(Required)Can we say you are the best, industry leader, best in the business or anything else along the lines of you being #1 at what you do?YesNoNever Mention or Write About...Is there anything in particular that we should never state, say or imply about your company? Are there any topic matters you would like us to avoid in our writing?Promotions, Sales, and DiscountsAre there any promotions, sales, discounts, or other special offers you would like us to publish? If so please specify here.Special Interests to Post AboutAre there any topics of special interest to your company to write about? If so please specify here.Brief Company Description(Required)Please provide a brief company description of around 150 CHARACTERS.Full Company Description(Required)Please provide a full company description of around 300 CHARACTERS.Company PhotosPlease attach a zip file of up to 10 photos that you would like us to use (if applicable). Drop files here or Select files Max. file size: 64 MB, Max. files: 10. Company VideosPlease provide up to 5 videos for us to use. Please provide the YouTube links to each video. Section D: Business SpecificsBusiness Service Area(Required)Please tell us all the areas you provide services to. This should be a list of cities or counties that your company services. Do You Provide Remote Services?(Required)Yes, if you provide services to customers at their location. No, if all customers come to your business location.YesNoSpecialties What makes you special? Do you handle any special products or services you want us to mention?AmenitiesProvide a list of your amenities (if applicable). Awards and CertificationsLet the world know your accomplishments. Hours of Operation(Required) Testimonials Reference URLPlease provide us a URL that contains testimonials of your company. Company Year EstablishedWhat year was your company created? Payment Options(Required)Specify your payment options. Example: Visa, Mastercard, Paypal, Cash, Check Section E: Access InformationFTP AccessIf we are creating a new website for you or updating your old website design, please provide us with your FTP or hosting account username and password. CMS (Website) Access(Required)This is the username and password that allows us access to your website dashboard. CPanel AccessThis is optional Master Email AccountIf you have an existing Gmail account for us to use as a master email account, please provide all of the details. If left blank, by default we will create a branded Gmail account as your master account. Master Email Account Security Restriction ModificationDo you have one email account that you use to sign up for online services? If possible, remove all associated phone numbers in your existing account and leave the recovery email for us to be able to access your account. Please provide your recovery email in the field provided and the location (city, state) where you usually login. Google Account IDThis is the 10 digit # in the upper right corner of your AdWords account. Don’t have one? Just let us know. We will create one for you. Google My Places Username and Pasword Bing Local Username and Password Additional Local Directory Access InformationPlease provide us with the access information to any additional local directory accounts. Specifically, please provide us access to the following local directory sites should accounts already be created: Yelp Judy's Book BrownBook InsiderPages Kudzu Angie's List Citysearch CitySquares MojoPages YelloweeGoogle+ Username and PasswordIf you already have a Google+ account enter in the information here, otherwise we will create one for you. Your Facebook Business Page URL(Required)This can be found by visiting your business page on Facebook and copying the URL from your browser's web address bar. If you have a Facebook account that you want us to use for marketing your company, please give us access here. If you do not, it is recommended to have us set up a Facebook account for this purpose, outside of your personal account. Foursquare Username and PasswordIf you already have a foursquare account please provide us access. Additional Social Media Access InformationPlease provide us with the access information to any additional social media accounts. Specifically, please provide us access to the following social media accounts should they already be created: Twitter LinkedIn Pintrest Picasa Blogger WordPressCAPTCHANameThis field is for validation purposes and should be left unchanged. Δ
