Client Onboarding Questionnaire

Your business

Use the same email you signed the agreement with so we can match this to your account.

Business name * Exactly how it should appear everywhere. Spacing, punctuation, LLC or no LLC. This has to be identical across your site, Google, and every directory, so pick one version now.

Email * The one you used on the agreement. Website *

Year founded * Phone that should be listed * The number on your site and Google listing.

Tagline, if you have one

What you do

This decides which pages get built first, so be specific.

Your 5 main services * Not everything you'll do. The five you want more of, best one first. These become your first five pages, so if roof replacements pay and repairs don't, put replacements at the top. Anything you don't do that people call you for anyway Stops us sending you calls you'll turn down. Why should someone pick you over the guy down the road? * The real reason, in your words. What you do that they don't, what you refuse to cut corners on, what your customers tell you they liked. This is the answer that keeps your pages from reading like everyone else's, so give us more than "quality work and great service." Brands or materials you install And any you refuse to work with, plus why.

Where you work

Business address *

City * State * ZIP *

Should this address show publicly? * Show it on the website and Google Hide it, we work out of a home Showing an address ranks better. If you can't, say so and we'll set up a service area instead.

Cities and towns you actually go to * Real ones, not aspirational. Put your best market first. "Nationwide" isn't an answer here.

How far is too far? Anywhere you avoid, and why?

Other physical locations Full address for each. Every real location can hold its own Google profile. Business hours * Emergency or after-hours service?

Credentials

Google and your customers both weigh these. Most businesses have more than they think, and almost nobody puts them on their site.

License number and state Insured or bonded?

Certifications GAF Master Elite, NATE, IICRC, EPA, manufacturer training, anything you had to earn. Associations, awards, BBB rating Your warranty, in your own words Financing available?

Where you stand right now

This is our starting line. Be blunt, none of it reflects on you.

Crew size Roughly how many jobs have you done, all time?

Average monthly revenue Average monthly revenue goal (in 12 months)

Other review sites you're on How do you ask for reviews today? If the answer is "we don't," write that. It's the fastest win we'll hand back to you. Who do you lose jobs to? * Two or three names. The ones that actually beat you, not the ones you'd like to beat. Where do your calls come from now? Referrals, Angi, trucks, Google, door knocking. Rough percentages if you can.

Who answers the phone? Any call tracking in place?

Worked with an SEO or marketing agency before? Who, when, and what did they do? We need to know what's already been done to your site, good or bad. Old links, leftover pages and half-finished migrations all change where we start. What CRM do you use?

Access

Add admin@gobig.systems as an admin or owner on each of these. Don't send us passwords, we don't want them and email isn't safe for them.

Check off what you've shared with us Website admin Google Business Profile Google Search Console Google Analytics Domain registrar Website host CRM, if we're integrating forms Don't have one of these or can't find the login? Leave it unchecked and tell us below. Setting them up is part of what you're paying for.

Domain registrar Website host Email provider

Photo library link Real photos of real jobs. Not stock, not renders. This is one of the few things we genuinely can't make ourselves, and it moves your Google profile more than anything else you'll send us. Logo file link Highest quality version you have. If you'd rather email files, send them to seo@gobig.systems. Anything blocking access we should know about? Old developer holding the site hostage, nobody knows the Google login, previous agency owns the domain. It happens constantly and it's better said now.

Contact and billing

Main point of contact * Their title

Cell for updates * Billing email *

Who can approve work without checking with anyone? * If that's you, put your name. If a page has to go past a partner or a spouse, we'd rather know now than in month two.

Best way to reach you Text Email Phone

EIN Carriers require this before we can text on your behalf. Skip it if you'd rather send it another way. Anything else we should know? Websites you like and why, things you never want on your site, a competitor you'd love to beat. All of it helps.

Next step after this is your kickoff call. We'll take you straight there.

Contact Info

GoBIG Socials

Onboarding Questionnaire