New Client Onboarding Form

Instructions: Fill out the form as completely as possible. If you need to save your progress and continue at a later time, you may do so by scrolling all the way to the bottom of the form and clicking the "Save and Continue" link, then following the instructions on the next page. This form takes approximately 20-30 minutes to complete. If you have questions or require assistance, please reach out to your Account Manager directly.

Contact Name*

First Last

Contact Email*

Contact Phone*

Preferred Way For Us To Communicate With You:*

Preferred Day & Time Of Day To Contact You*

Early Mornings

Mornings

Afternoons

After Hours

Weekdays

Weekends

Additional Contact Name (if applicable)

First Last

Additional Contact Email (if applicable)

Additional Contact Phone (if applicable)

Preferred Way For Us To Communicate With Them:

Preferred Day & Time Of Day To Contact Them:

Early Mornings

Mornings

Afternoons

After Hours

Weekdays

Weekends

Are you the Billing Contact?*

Yes

No

Billing Contact Name*

First Last

Billing Contact Email*

Billing Contact Phone*

Full Legal Company Name*

How do you want your Business Name to Appear on the Site and on Google?*

Industry*

Main public company address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Main Listed Phone #*

Main Listed Fax #

Main Public Company Email*

Do you have any additional locations?*

Yes

No

Additional Locations, if any (please list the full name, address and phone number for each additional physical business location)

Do you have a current website?*

I have an existing website now.

I have no website. We are starting from scratch.

Current website domain:

Website domains purchased (if any):

If you currently have a website, is there any content that you didn’t write yourself or that you don’t own?

Yes

No

What city or county within your service area is MOST important to you? (This will serve as the main location we talk about on the website for search purposes)*

Please list all the counties you serve.

What are the top 10 cities/towns you'd like to attract customers from?

(One per line)

Hours of Operation

Do you use any sort of call tracking? If so, what system do you use?

Please list ALL the services you want advertised on your site. Place a '$' next to the ones that are the most important to you.

Do you sell or install retail products?*

Yes

No

What brands do you carry?

Describe any maintenance plans or customer rewards programs you offer.

Do you offer financing?*

Yes

No

Not yet, but I would like to.

If yes, what are your financing options?

What Keywords would you use to describe your business?

Family-Owned

Veteran-Owned

Woman-Led

Licensed

Insured

What are some of FAQs (both business and industry-related) that you get a lot?

If you have a Mission Statement please list it below.

Additional Information for the About Us page

Please fill out any information about the company and/or owner that you would like highlighted on the site's "About Us" page.

Please list all certifications and memberships you want highlighted on the site (ie. safety certifications, guilds, business groups, etc.).

What are 3-5 words your customers use to describe their experience with you?

If you don’t know, check your reviews! Look for ways customers compliment you or words that come up time and time again, like “punctual.” This helps us determine what to highlight about your company and what’s important to customers in your area.

Do you have customer personas? Describe your typical customer (age, sex, marital status, income, family size, demeanor, etc.)

What sets you apart from your competitors?

Brand Voice + Tone

We want to make sure we’re presenting your company in an accurate light and we need your help. To give us a better idea of your brand voice and how you’d like your company to be portrayed on your website, please select one of the three copy examples below. Let us know why you like it and why you think it’s a good fit for your company. Please be thorough so our writers can get a good sense of your likes/dislikes/tone+style preferences and present your company in the right light. Note: These are designed to give us a starting point and an idea of what you like in regards to voice, tone, and style. Don’t focus on the technical information shared (no matter which tone/voice you prefer, the information will be informative) -- instead focus on the overall feel and tone. If you don’t like any of the “voices” in the examples, please use the comment space to tell us why you don’t like each and what you wish were different.

Content Options*

Option 1: If you own a chimney and fireplace, then investing in maintenance services, like annual chimney inspections, creosote removal, masonry repairs, and more is imperative for keeping your household safer. At ABC Chimney, we have the tools, training, and technical knowledge necessary to ensure your system is looking good and standing strong for the long haul. Call now.

Option 2: Do you own a fireplace? Then, it’s time to ensure it’s working well for get-togethers, family game nights, or just unwinding at the end of the day. Once fall kicks off, time flies and our books fill up fast, so don’t wait to book your chimney inspection or repair service with our team of certified and reliable experts. We’re here and ready for your call.

Option 3: It’s that time of year! Families are staying indoors more, the holidays are coming, and all you want to do is curl up by the fireplace with your favorite book or movie - and a hot beverage, of course. We’d love to ensure you can enjoy your fireplace to the fullest, without having to worry about fire hazards, smoke in your home, or any other issues. Call or reach out today!

Option 4: We’re passionate about chimneys, fireplaces, and keeping them safer - think Bert from Mary Poppins, just with less soot and better dance moves. Our knowledgeable and friendly crew cares about putting you and your family first, and we’d be happy to take a look at your system to ensure all is looking good, so Santa’s suit stays soot-free next Christmas. Give us a call now!

If you don’t like any of the “voices” in the examples, please tell us why you don’t like each and what you wish were different.

Your Current Website

What do you like about your current site?

What do you NOT like about your current site?

Do you have images we can use for your new site?

Yes

No

Do you have videos we can use for your new site?

Yes

No

Color Scheme

If you have a current color scheme, please list it here. If you don't, please list colors that you like.

Do you have a Brand Guide?

Yes

No

I don't know

File

Max. file size: 128 MB.

Please attach your Brand Guide here

Please upload your logo here. (A vector file such as a .eps, .pdf, or .ai is best but a .jpg or .png may work as well. If you don't have one available please send one via email as soon as possible.)

Max. file size: 128 MB.

Other Websites In Your Industry

You have probably seen other web sites for similar businesses in your industry, and you thought, “Wow, I'd LOVE to have something like THAT!” Well, now is your chance to show us what's on your dream list. Please note that we may have good reasons for steering you away from something that you like, because we have tested something just like it and it doesn't perform well, or Google doesn't like it (this is a BIGGIE), or it is proven to be an irritating or unpleasant web experience to your potential customers. We will be having some of these conversations shortly, but first, we need to know what's out there, and why you like it!

1) Here is a site I like. (please provide a URL / Web address)

This is what I like about this site.

If you can, think about specific design elements you like such as colors, imagery and shapes.

2) Here is another site I like. (please provide a URL / Web address)

This is what I like about this site.

Is there anything else you would like to tell us that isn't covered in the questions above?

Review your entries and if they are complete then please submit.