Client Onboarding Information

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Name

First

Last

Company Name

Industry

Business goals and objectives

Target Audience

Social media profiles (Facebook, Twitter, Instagram, LinkedIn, etc.)

Analytics data (if available)

Brand colors

Font styles used in branding

Examples of websites you like

Desired features and functionalities

Goals for social media presence

Preferred social media platforms

Key messages and tone of voice

Relevant keywords for SEO purposes

Target audience keywords

Access credentials for existing website and social media accounts (if available)

Any specific deadlines for deliverables

Any specific allocation for advertising (ads) or additional services

Preferred communication channels (email, phone, video calls)

Names of main competitors

Strengths and weaknesses of competitors

Process for review and approval of design, content, and other deliverables

Number of revision rounds allowed