Onboarding Form - Pro - Clutch Media

Step 1 of 7 - Client Details

14%

Email Address(Required)

Your First Name(Required)

Your Last Name(Required)

Mobile Number(Required)

Company Name(Required)

Company Phone Number(Required)

Company Address(Required)

ABN(Required)

Company Admin Email Address(Required)

Accounts Email Address

Only fill out if invoices should be sent to a different email address than the ones listed above.

List specific keywords related to your products/services(Required)

What are people searching on Google to find your business? e.g. someone searching for a plumber might type in "plumber near me" or "hot water services" or "emergency plumber"

Can you provide a brief overview of your brand, its history, and its core values?(Required)

Who is your target audience? Can you describe your ideal customer in terms of demographics, interests, and behaviour?(Required)

What makes your brand unique? What sets you apart from your competitors?(Required)

What specific goals or objectives do you hope to achieve through our marketing efforts? (e.g., increase brand awareness, drive sales, enhance customer loyalty)(Required)

What marketing strategies and channels have you used in the past, and what has been the level of success with each?(Required)

How would you describe the personality and tone of your brand? e.g. formal, casual, playful, or professional?(Required)

What key messages do you want to communicate to your target audience? Are there specific points or values that should be emphasised?(Required)

How do you measure success in your marketing efforts? Are there specific key performance indicators (KPIs) that are particularly important to you?(Required)

What is your budgeted advertising spend?(Required)

Do you have an existing website?(Required)

Yes

Website URL

What CMS is your website built on?

"e.g. Wordpress Squarespace Shopify Wix Magento Custom Code (FTP)"

Website login username

Website login password

What social media accounts do you have setup?(Required)

Facebook

Instagram

Tiktok

Youtube

Twitter

None

Facebook Page URL

Do you have a Facebook Ads Account?

Yes

Facebook Ads Access

Add team@clutchmedia.com.au as a manager to your Facebook Ads Account. You can follow these instructions to do this: https://en-gb.facebook.com/business/help/195296697183682?id=829106167281625

Provided Access

No Access Provided

Instagram Page URL

Instagram Username

Instagram Login Password

TikTok Page

TikTok Username

TikTok Password

Youtube Page URL

Pinterest Page URL

Pinterest Login Username

Pinterest Login Password

LinkedIn Page URL

Add Clutch Media As An Admin (click link below)

You need to add an individual profile as an admin. Please add Jesse Taylor (account manager) as an admin. https://www.linkedin.com/in/jesse-taylor-988b2a16b/

Done

Not Done

Not Sure How

Do you use a CRM?

e.g. Hubspot, Salesforce, Netsuite

Yes

Not Sure

What CRM Do You Use?

CRM Login Username

CRM Login Password

Do you currently use software send out email newsletters, EDMs etc?(Required)

Yes

What is the current software you use to send out email newsletters, EDMs etc?

e.g. Mailchimp, Campaign Monitor, Klaviyo

Email software username

e.g. Mailchimp, Campaign Monitor, Klaviyo

Email software password

Any other logins you think we need?

What Google Accounts do you have setup for your business?(Required)

Google Business Profile

Google Ads

Google Merchant Center

Google Tag Manager

Google Analytics

Google Search Console

None

Google Business Profile Access

Add team@clutchmedia.com.au as a manager to your Google Business Profile Account. You can follow these instructions to do this: https://support.google.com/business/answer/3403100?hl=en

Provided Access

No Google Business Profile

Google Ads Access

Add team@clutchmedia.com.au as an admin to your Google Ads account. You can follow these instructions to do this: https://support.google.com/google-ads/answer/6372672?hl=en-AU

Provided Access

No Google Business Profile

Google Shopping (Merchant Center) Access

Add team@clutchmedia.com.au as an admin to your Google Merchant account You can follow these instructions to do this: https://support.google.com/merchants/answer/1637190?hl=en

Provided Access

No Google Business Profile

Google Tag Manager Access

Add team@clutchmedia.com.au as an admin to your Google Tag Manager account You can follow these instructions to do this: https://support.google.com/tagmanager/answer/6107011?hl=en

Provided Access

No Google Business Profile

Google Analytics Access

Add team@clutchmedia.com.au as an admin to your Google Analytics account You can follow these instructions to do this: https://support.google.com/analytics/answer/1009702?hl=en#zippy=%2Cin-this-article

Provided Access

No Google Business Profile

Google Search Console Access

Add team@clutchmedia.com.au as an admin to your Google Search Console account You can follow these instructions to do this: https://support.google.com/webmasters/answer/7687615?hl=en

Provided Access

No Google Business Profile

I have provided the following:

Please provide us with the files listed below using the following link: https://www.dropbox.com/request/4t68zqITmzWB4hGSsAfT

Max. file size: 128 MB.

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