Client Onboarding Form Client Onboarding Form Company Name * First Name * Last Name * Email * Which kind of work are we doing for you? * Brand Development Email Marketing Search Engine Optimization Social Media Marketing Website Rebuild, Repair, and/or Upgrades Do you own a custom domain (i.e. yourcompanyname.com) with which you conduct business? * Yes No List all domains you have registered, separated by commas: * Domain Details What company is your domain registered through? Select OneBluehostBuyDomainsDomain.comDreamHosteNomGoDaddyGoogle DomainsHostGatorHoverNameCheapNetwork SolutionsSquarespaceWeb.comWeeblyWixI don't knowOther What is your GoDaddy Customer #? * Other Domain Registrar * What is your account username? * What is your account password? * Have you set up Two Factor Authentication (2FA) with your domain registrar based on choosing & answering Security Questions? * Yes No List all of the domain vendor’s 2FA security questions and answers below: Security Question * Answer plus1 Add minus1 Remove Do you have a website that is actively being hosted at that domain? * Yes No Is your website hosted by the same company that registers your domain name? * Yes No Website Details What company is your website hosted with? Select OneBluehostCloudwaysDomain.comDreamHostGoDaddyHostGatorLiquidWebNameCheapNetwork SolutionsSitegroundSquarespaceWeb.comWeeblyWixI don't knowOther Other Web Host * What is your web hosting account username? * What is your web hosting account password? * Have you set up Two Factor Authentication (2FA) with your web host based on choosing & answering Security Questions? * Yes No Do you already have a WordPress website? * Yes No What is the address/URL to log in and edit it? * What is a WordPress username with Administrator permissions? * What is a WordPress password with Administrator permissions? * Have you set up Two Factor Authentication (2FA) on your website login page? * Yes No List all of the web hosting vendor’s 2FA security questions and answers below: Security Question * Answer plus1 Add minus1 Remove Do you use domain-branded email address(es) (i.e. [email protected]) to conduct business? * Yes No List all domain-based email accounts you use, separated by commas: * How is your domain-based email hosted? * Select OneGoogleMicrosoft 365By my website hosting companyI don't knowOther Other domain-based email host * List all generic email accounts you use (i.e. [email protected]), separated by commas: * Email Marketing Details What company powers your email marketing? Select OneCampaignerDripGetResponseHubSpotMailchimpMailerLiteMoosendZoho CampaignsI don't knowOther Other Email Marketing Vendor * What is your account username? * What is your account password? * Have you set up Two Factor Authentication (2FA) with your email marketing vendor based on choosing & answering Security Questions? * Yes No List all of the email marketing vendor’s 2FA security questions and answers below: Security Question * Answer plus1 Add minus1 Remove If you are human, leave this field blank. Submit
