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iComm: Client Onboarding

⌛ 45-60 mins to complete

Your feedback helps us understand your business, goals, and which services will provide the most value.

We'll follow up within one business day to set up a call.

Have questions or issues? Email us directly at [email protected]

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What is your business name? ^*

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Please list your website URL.

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Please list your name & role. ^*

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What's your best email for project communication? ^*

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And your best phone number? ^*

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In one or two sentences, what does your business do? ^*

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How long have you been in business?

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Where are your customers located?

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Next, let's brainstorm your project's design and overall visual direction.

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Please list 3 to 5 websites you love and what specifically caught your eye.

Doesn't have to be in your industry.

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Please list 2 to 3 websites you dislike and why.

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Where does the brand sit: Minimal vs Maximal?

1 → Minimal

5 → Maximal

Minimal Maximal

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Where does the brand sit: Corporate vs Playful?

1 → Corporate

5 → Playful

Corporate Playful

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Where does the brand sit: Light vs Dark?

1 → Light

5 → Dark

Light Dark

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Where does the brand sit: Modern vs Classic?

1 → Modern

5 → Classic

Modern Classic

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Where does the brand sit: Bold vs Understated?

1 → Bold

5 → Understated

Bold Understated

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Where does the brand sit: Quirky vs Refined?

1 → Quirky

5 → Refined

Quirky Refined

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Please list three words that describe how you want the site to make user's feel.

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Do you have any existing Pinterest boards, mood board, or inspiration links?

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Do you have a logo? If yes, are you happy with it?

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Please list the pages you expect on the site.

Home, About, Services, Contact, etc. Don't worry about getting this perfect.

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What are the main action you want visitors to take?

Book a call, request a quote, make a purchase, sign up for something, etc.

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Let's discuss potential website features and 3rd party tools your project may need.

Please list any website features you are aware of.

It's ok if you're not sure. We will help you define the details!

E-commerce / Online Store

Booking or Scheduling

Member or Client Login Area

AI Integration

Multi-Language Support

Live Chat

CRM or ERP Integration

LMS Integration

Custom Configurator

Quote Form or Builder

Events or Ticketing

Email Marketing Integration

Conversion Tracking + Goals

Customer or Dealer Portals

Accessibility (WCAG 2.1 AA)

Please list third-party tools or platforms you are aware of.

CRM, email marketing, payments, scheduling, etc.

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Let's discuss your content

What is the status of your content?

Our professional copywriters are available and happy to assist, if needed.

Ready to go

Some ready, some needs work

Need help writing it

Not started

What is the status of your imagery, video, or other media?

Providing my own

Need help sourcing

Need new photography

Mix of the above

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Is there anything we should reuse from your current site?

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Next, we discuss copywriting to ensure we speak to your customers efficiently.

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How do you want your brand to be perceived in the market?

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What are your core values and mission?

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Any recent changes or developments we should know about?

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Please list your core products or services.

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Which offerings or services are your main revenue drivers?

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Are there specific products or services you want to prioritize in this project?

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What makes your products or services unique vs. competitors?

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Let's define the main website actions.

Please describe the main action you want visitors to take when visiting your website.

If applicable, please describe any secondary actions you want visitors to take when visiting your website.

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Do you have required elements that must appear in the copy?

Phone number, booking form, download link, certifications, etc.

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Please list the urgency drivers to include.

Limited-time offers, deadlines, seasonal pushes, etc.

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Please list the key benefits for your customers.

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Please outline the unique features or results you want to highlight.

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How do your competitors position themselves, and what can we learn from that?

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What is the most important messages to communicate?

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Do you have core themes or pillars to emphasize in messaging?

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Are there legal or compliance statements that must be included?

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Do you have an established tone of voice?

Examples: friendly, authoritative, playful, formal, no-BS, etc.

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Are there words, phrases, or jargon to use or avoid?

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Are there brands whose voice or style you admire and would want to emulate?

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Next, we analyze your SEO goals and customer reviews.

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What are your main SEO goals? (Select all that apply)

Increase website traffic

Generate more leads/sales

Improve local visibility

Get more calls/directions from GMB

Improve online reputation (reviews)

Other

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What is your business type?

Brick-and-mortar (customers visit you)

Service area (you travel to customers)

Hybrid (both)

Online only

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Please list your service areas or location details.

Specific cities, ZIP codes, or radius you serve.

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Are there seasonal peaks in search demand for your services?

No, demand is consistent year-round

Yes (describe in the next question)

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If seasonal, describe the peaks and timing.

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Does your business identify with any of these? (Select all that apply)

Used for Google Business Profile attributes.

Women-owned

Asian-owned

Black-owned

Latino-owned

LGBTQ+ owned

Veteran-owned

None of the above

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Accessibility features at your location

Used for Google Business Profile attributes. Skip if you don't have a customer-facing location.

Wheelchair-accessible entrance or lift

Wheelchair-accessible seating

Wheelchair-accessible restroom

Not applicable

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Amenities at your location

Used for Google Business Profile attributes.

Gender-neutral restrooms

Public restrooms

Not applicable

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Crowd / atmosphere attributes

Used for Google Business Profile attributes.

LGBTQ+ friendly

Transgender safe space

Not applicable

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Do you have a current process for requesting reviews from customers?

Yes, a formal system or automation is in place

Yes, we ask manually / informally

No, we rely on customers leaving reviews unprompted

No, we have never actively requested reviews

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Do you currently respond to reviews?

Yes, we respond to all reviews (positive and negative)

Yes, but only to negative reviews

Occasionally

No, we never respond

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What are the biggest obstacles to getting more reviews?

Not enough time to ask

No clear process or system

Customers are reluctant

We don't know how to ask

Past negative experience with review platforms

Other

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Do you currently publish Google Business Profile posts?

Yes, weekly or more

Yes, a few times per month

Rarely

Never

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Do you publish blog or local content on your website?

Yes, regularly (weekly / fortnightly)

Yes, occasionally

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Do you have photo and video assets ready to use?

Yes, a full library of professional photos and videos

Yes, some assets available

We only have low-quality or outdated photos

No assets available — production will be needed

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What is the most important success indicator for this project?

Number of inbound phone calls

Direction requests from Google Maps

Website visits from local search

Form submissions / online bookings

Keyword ranking position

Revenue / sales

Other

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What is your desired timeline to see results?

2-3 months (quick wins, low-competition market)

3-6 months (steady growth)

6-12 months (building authority)

12+ months (long-term market dominance)

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Do you currently run any paid local campaigns? (Select all that apply)

Google Local Service Ads (LSAs)

Google Search Ads

Google Display / Remarketing

Meta (Facebook / Instagram) Ads

None

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Do you currently track phone calls from GBP separately?

Yes, using a call tracking number

Not sure

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Do you have conversion tracking set up on your website?

Yes — GA4 goals / events configured

Partially

Not sure

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Do you give consent for our team to make edits and publish updates to your Google Business Profile on your behalf?

Yes, full editorial access

Yes, but all changes require approval before publishing

No — advise only, we will make changes ourselves

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Can you tell me about any previous or current SEO work?

What has been done in the last years? Did you work with an agency? Do you have an in-house team?

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Accounts, Services & Assets

Please share access to any services that are critical to your operation. Don't worry if you don't have one; we will assist in setting up the necessary accounts.

Hosting
Domain Registrar
Admin Website access
Social media access
Google Business Listing
Google Analytics
Google Search Console
Goole Workspace Admin
Bing Webmaster
Bing Places
Assets folder (media, branding, )
Other Services such as CRM (Salesforce, HubSpot), ERP / inventory, Payments, Shipping, etc.

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Please list your account details here. ^*

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Congratulations, you're in the home stretch!

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How did you discover iComm? ^*

Search Engine: (e.g., Google, Bing)

Social Media: (LinkedIn, Instagram, Facebook)

Word of Mouth: (e.g., Friend, family member, or coworker referral)

Online Advertising: (e.g., Google Ads, Meta Ads, YouTube Ads)

Content & Media: (e.g., Blog post, podcast, YouTube video, or news article)

Offline Channels: (e.g., TV, radio, billboard, or industry event)

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What is your favorite band or music genre?

Music is life... Answer wisely.

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Any final questions or comments?

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Congrats, you've successfully onboarded!

Thanks for your valuable feedback.

We'll review and reach out very soon with next steps.

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