Client Onboarding – Onboarding Portal

Section 1: Business Information

What is your business name and website (if you have one)?

What product/service are you currently focused on selling?

Who is your ideal customer or target audience?

What are your top 1–2 goals for your new website and lead capture system?Manage my leads more effectivelyCreate a professional online presenceSell products online (E-Commerce)Other

If other, please add them here

Section 2: Website Content

Do you have an existing logo and brand assets?YesNo

If yes, please upload them here

Do you have any specific design preferences or inspiration?Link any websites you like or want to draw inspiration from

Any particular colour schemes or branding guidelines you'd like your website to follow?

What company information would you like displayed on the site?Leave fields blank that you don’t want publicly displayed on the website

Phone

Email Address

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Other

Section 3:Lead Management

How do you currently capture and follow up with leads?

What systems or tools are you already using (Mailchimp, ClickUp, Calendly, etc.)?

Are you currently using a CRM? If so, which one?