Websites + Creative + Digital Ads

Managed Marketing Website Onboarding

Welcome Aboard

Your website & sales trajectory are about to get Bent.

First, Last Name

Office Phone Number

Website URL

Business Name

Business Legal Name

Other Information

Company Founded Year

Number of Locations

Number of Employees

Business Address(es)

Hours of Operations & Holidays Observed

What services do you offer?

Counties, Cities, and/or States Served

Amenities

Accessibility

Wheelchair Accessible Entrance Wheelchair Accessible Restroom Wheelchair Accessible Seating Wheelchair Accessible Parking

Languages Served

From The Business

Partners

Competitors

Google Business Account? (GMB)

Yes No

Google Analytics Account? (GA4)

Yes No

Google Ads Account?

Yes No

Meta Ads Account?

Yes No

Other 3rd Party Softwares?

Account Logins and Passwords

Have access to Hosting, Domain, & Website been shared with Bent Creative?

Yes, Previously Yes, I Will Share Now Not Yet Not yet, and would like assistance.

If Applicable: Website Access Accounts

Opted into Email Marketing Services?

Yes No

Other Marketing Services?

Yes No

Other Services Needed

Current Paid Marketing Channels

KPI 1 | Highest ROAS achieved and the channel?

KPI 2 | Lifetime Value of Customer?

KPI 3 | Conversion rate on sales calls?

KPI 4 | Target sale number and volume?

Other KPI Notes

Do you have an introductory offer?

Other Marketing Notes

Other websites you like, or notes for the designer.

Final Notes

Onboarding Welcome Automation Information Gathering Form

Notes From Our Onboarding Meeting

Where should we send the meeting summary?

First Name

Last Name

Company

Submitting this form activates the Onboarding Summary Email Sequence, sending an email with the information above.

Websites + Creative + Digital Ads

We Build Websites For

Dental Offices
Doctor’s Offices
Medical Offices
Professional Services
Non-Profits

Dental Offices
Doctor’s Offices
Medical Offices
Professional Services
Non-Profits

Additional Services

Digital Marketer Scaling
eCommerce Websites
Brand Identity
Flyers & More

Digital Marketer Scaling
eCommerce Websites
Brand Identity
Flyers & More

Handbooks & More
Logo Design
Pitch Deck Design
Packaging Design

Handbooks & More
Logo Design
Pitch Deck Design
Packaging Design