New Client Onboarding Form

Setup Your Account

Once 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 Information

Company 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 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 Logo

Please 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 pixels

Accepted 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)

Title of Company Representative

Company Representative Birth Date(Required)

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 Notes

Do you have additional information about your top priority products or services? Please provide specific Brands if applicable.

Upload 5 Photos

Please upload up to 5 Photos that best represent your business

Drop files here or

Accepted file types: jpg, gif, png, Max. file size: 64 MB, Max. files: 5.

Two Promotions

Please 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 Notes

Additional/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 Representation

OK 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?

Never 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 Discounts

Are there any promotions, sales, discounts, or other special offers you would like us to publish? If so please specify here.

Special Interests to Post About

Are 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 Photos

Please attach a zip file of up to 10 photos that you would like us to use (if applicable).

Drop files here or

Max. file size: 64 MB, Max. files: 10.

Company Videos

Please provide up to 5 videos for us to use. Please provide the YouTube links to each video.

Section D: Business Specifics

Business 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.

Specialties

What makes you special? Do you handle any special products or services you want us to mention?

Amenities

Provide a list of your amenities (if applicable).

Awards and Certifications

Let the world know your accomplishments.

Hours of Operation(Required)

Testimonials Reference URL

Please provide us a URL that contains testimonials of your company.

Company Year Established

What year was your company created?

Payment Options(Required)

Specify your payment options. Example: Visa, Mastercard, Paypal, Cash, Check

Section E: Access Information

FTP Access

If 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 Access

This is optional

Master Email Account

If 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 Modification

Do 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 ID

This 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 Information

Please 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 Yellowee

Google+ Username and Password

If 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 Password

If you already have a foursquare account please provide us access.

Additional Social Media Access Information

Please 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 WordPress

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Email

This field is for validation purposes and should be left unchanged.

Help@TulsaIM.com

(918) 878-0555

New Client Onboarding Form

Tulsa IM Campaign Onboarding Form

Setup Your Account

Section A. General Information

Section B: Marketing Information

Section C: Company Representation

Section D: Business Specifics

Section E: Access Information

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