New SEO Onboarding Form - Retention Media

SEO Onboarding Form

Hi! Welcome to Retention Media!

We are excited to get started with you! Please fill out the information below as detailed as you can. Please read everything very carefully. The more information you provide, the more it will help us. Please set aside at least 30 minutes.

Any questions... please send a text: 209-968-1693.

We are excited to get started!

-Kodi

Your Contact Information

*Please spell and capitalize correctly!*

Your First Name

Your Last Name

Your Work Email

Your Role

Public Information

***Please spell and capitalize exactly how you want your information to show online!***

Company Website URL Address

This is the main website URL we will be working with.

What is your company's legal name?

It’s important to get this exactly right, including designations like LLC, Inc. etc.

How do you want your company's name to appear online?

It’s important for consistency to get this exactly right. We want to make sure we capitalize, and spell correctly if it is different than the legal name.

Is the company marketing itself under this name, whether on or offline? If a different name has been used in the past 10 years, please list and explain.

Tag Line / Business Slogan (Optional)

Company Phone Number

What year was the company founded?

Main Public Company Email

Main Public Company Email Notes

Anything we need to know about this email. Just for sales? Only for support? Everything?

Do you own any other domains or subdomains related to this company?

Company Industry

Business Address

Address Line 1

Address Line 2

City

State

Zip Code

Please enter your main business address for the company if there is one available. This will be used for Yelp, Google My Business, etc. This address should be publicly available.

Do you have more than 1 business location?

Yes

For example, more than 1 physical retail store with a valid business address.

Business Description - Short (200 Characters Max)

You can copy this from your website. This will be used for Social Profiles or other online properties we create. ***Very important to spell and capitalize exactly how you want your information to show online, extra fee applies if we are requested to makes changes later.***

Business Description - Long

You can use this from your website, but please make sure there are no spelling errors. This will be used for Social Profiles or other online properties we create. ***Very important to spell and capitalize exactly how you want your information to show online, extra fee applies if we are requested to makes changes.****

Social Media and Website Information

Facebook URL

Instagram URL

X/Twitter URL

Linkedin URL

YouTube URL

Pinterest URL

Do you have any brand guidelines?

Yes

Please explain your brand guidelines.

Analytics

If you have any other analytics set up on your website other than Google Analytics such as Hot Jar, Lucky Orange, Clicky, or any other website analytics software, please add us as a user [email protected].

Do you have Google Analytics and Google Search Console setup for your website?

I can grant you full access at the account level in Google Analytics.

I can grant you full access at the account level in Google Search Console.

I have both set up.

I do not have them set up.

Please add [email protected] as a user on your account.

Tutorials

Add user to Google Analytics:
https://support.google.com/analytics/answer/1009702?hl=en

Add user to Google Search Console:
https://support.google.com/webmasters/answer/2453966?hl=en

Because you are missing Google Analytics or Google Search Console, we will set this up and will send you a request to share the account with you from our email [email protected]. Setting up these accounts will allow us to monitor our efforts and make adjustments accordingly to make our SEO campaign a success.

We need a Google email we will share Analytics and Search Console with:

Can grant you full access at the account level in Bing Webmaster Tools?

I can grant you full access at the account level.

I do not have Bing Webmaster Tools set up.

Do you have a Facebook Pixel on the website?

Yes

I don't know

Media Asset - Your Google Email

We will invite you to our Google drive folder so we can share media assets. Such as logo, and company images. This is not necessarily a public email, this is your preferred Google email that you might use frequently.

Owner Information

This will be used when needed for online public social profiles for the business.

If you not want your name public on the social profiles, you can make up a name or we will create a name for you.

Company Owner First Name

Company Owner Last Name

Position / Job Title

Owner / Contact Person Gender

Female

Male

Owner / Contact Person Bio

Owner / Contact Person Photo

Choose Image

Additional Information

Are you working with a PR agency?

Is the company currently under contract with any other marketing firm?

This is vital to ensure no existing contract will prevent a second company undoing or sabotage our work progress.

Do website changes we make to optimize for target keywords need to be approved by legal before they go live? If so, please explain.

Do you have any partners who would be willing to link to your website?

Does the company have any associations or certifications it is a part of?

Tell us about any business relationships (industry partners) that can help your marketing.

Does the company support any particular charities or are there any causes or charities supported by key executives?

Does your company have direct access and login information for its domain registrar and website hosting? If so, just say 'yes', but if not, please explain who does.

Do you have an social media editorial calendar?

BEEP BOOP! Mid-form progress: EXCELLENT! 🤖

Our internal website (and human eyes... JK, you think we are reading your submissions in real time? Nope.) are saving your valuable data. You're well on your way to the finish line!

(Don't worry, the secret handshake just involves knowing what "SERP" stands for... and maybe your favorite color, if you're trying to rank for "chartreuse cat sweaters.")

Seriously though, you're doing great. Almost at the finish line to help us help you conquer the internet!

--- Let's wrap this up! ---

Who are your top 3-5 competitors online and in general that you are aware of?

Share any history or insights that you think would be valuable in our SEO work.

What do you think your competitors are doing well in terms of their online presence/SEO?

What do you think are your competitors' weaknesses?

Who is your ideal customer/target audience? (Describe them in terms of demographics, interests, pain points, online behavior, etc.)

What are the primary motivations for your customers to choose you over a competitor?

What is your timeframe for seeing initial results and achieving your longer-term SEO goals? (Understanding expectations is key)

Final Questions

These questions help tailor your experience.

How involved would you like to be in the SEO process?

A) "Set it and Forget it" (with Reporting) - You're the experts. Implement your strategy and show me the results. I prefer to focus on other areas of my business.

B) "Strategic Check-ins & Approvals" - I want to understand the overall strategy, be consulted on major directional shifts, and give final approval on significant items (like core content or major site changes).

C) "Regular Collaboration & Co-creation" - I'd like to have regular meetings, brainstorm ideas together, provide frequent input on content and keywords, and be an active part of the ongoing optimization.

D) "Deep Dive & Execution Partner" - I want to be involved in the nitty-gritty details, learn the technical aspects, and potentially assist with implementing certain recommendations.

Did someone refer you to us? Please let us know so we can thank them!

Any other information you would like to share with us?

Would you like this form information emailed to you?

Yes