Client Onboarding Form

The purpose of the following is to help us achieve clarity. Too often, agencies rush into setting up campaigns at the detriment of their clients. Rushing the initial steps costs not only time and money but ultimately the relationship.

From the get-go, we want to establish a strong foundation for not only your campaigns but our ongoing working relationship.

We have found that by really getting to know you, your customers, and your business we can provide a higher level of success.


Key Stakeholders

Primary Contact

Secondary Contact

Critically Important Logins

In order for our team to execute your Campaigns, they need access to some key online accounts and resources.

Google Analytics
In order for us to provide you with reporting on the success of your campaign, we need access to your Google Analytics account. For instructions on how to do this, visit here.

Google Search Console
Google Search Console provides us with insight into the Keywords that your website is ranking for, and any problems that Google is encountering when crawling your website. For instructions on how to share access to Google Search Console, visit here.

Google My Business Profile
Your Google My Business profile is your local business listing within Google Search and Maps.
For instructions on how to share access to your Google My Business profile, visit here..
If you have not yet claimed your business listing, visit here.

Google Tag Manager
If Google Tag Manager is configured on your website, please share Publish permissions.
For instructions on how to share access to Google Tag Manager, visit here.
Website Login Credentials
In order for us to ensure that your Campaign Goals are tracked correctly, we may need access to your websites administration console. Please provide an Administrator Username and password below.

Website Hosting - cPanel / FTP Login
In order to configure Goal Tracking, it may be necessary for us to edit your website's template and install tracking Javascript. To do so, we would require access to the websites hosting server.

Alternatively, please provide the best contact person at your Web Development agency, who can assist us with any website updates that may be required.

Let’s get to know you.


What does your brand stand for?
No-one knows your brand and your products like you!
Understanding your messaging and the voice of your brand is paramount when it comes to implementing successful campaigns.
Let us know a bit about what your brand stands for and if you have any existing collateral, attach it below so we can see some examples of your messaging.

Who do you see as your top 3 competitors?
We want to know who you see as your main competitors.
This will give us an understanding of how you see yourself in the market.

What do you do better than anyone else?
What makes you so special. Let us know a few of your unique values and differences.

Do you have any data/insights into your target market?
We want to know your target market as well as you do! If you have a Customer Profile Template, Geolocation statistics, Customer Journey or Experience Maps, we would love to see them.

What is the most profitable product or service your company provides?
We don't want to miss out on any major ROI opportunities. By letting us know these insights we can appropriately define a strategy and allocate budget to products that drive revenue.

How would you describe your brand’s tone of voice?
We want to know about your style of writing to ensure that any content that we write on your behalf is on-brand.

Are there any words or phrases that you would like us to mention and/or not mention in your content?
We want to talk about your business in the same way that you do and not use any terms that may be commonly associated with your business that isn’t correct.

Your PPC Campaign

Do you already have a Google Ads account?
If so, please add analytics@polymath3.com as an admin

Have you run a Google Ads campaign before?
Please provide a brief history of your past Google Ads campaign/s.

Is there any particular aspect of your business you would like to focus on?
We don't want to miss out on any major ROI opportunities. By letting us know these insights we can appropriately define a strategy and allocate budget to products that drive revenue.

What are your overall business objectives?
By understanding your business's goals and objectives we can strategically align our approach.
This will not only help on more granular items, like promotional campaigns but help us to provide insights and feedback on your overall digital strategy.

What are you hoping to achieve from running PPC campaigns?
Every one of our clients has different goals. Be it lead generation, brand exposure, more clicks to your website, sales, or revenue: everyone's different! What are you hoping to achieve?

What is your Measure for Success for your PPC Campaign?
How will we know if we’ve met your expectations? What does success look like to you?

Your Facebook Campaign


Do you already have a Facebook Page?
If so, please add analytics@polymath3.com as an admin


Have you run Facebook Ads before?
If so, please add analytics@polymath3.com as an admin


Who set up this Facebook Ad account?
Have you run a Facebook campaign before? Please provide a brief history of your past Facebook campaigns.

Do you currently have a social media strategy for your business?
By understanding your social media strategy, we will be able to create a Facebook plan which will align with your current strategy.

Do you currently have a social content calendar which you can share with us?
Knowing what you will be posting organically on Facebook, will allow us to build a strategy to include page post boosts.

Are you currently running any other social media marketing on different channels other than Facebook?
This could include social media on platforms like LinkedIn, Snapchat, Twitter, TikTok.

Are there any demographics or interest categories that you would particularly like to try?

What are you hoping to achieve from running Facebook campaigns?
Every one of our clients has different goals. Be it lead generation, brand exposure, more clicks to your website, sales, or page likes: everyone's different!
What are you hoping to achieve?

Your SEO Campaign

What is your SEO goal above all else?
What will be viewed as success 12 months from now?

Which keywords do you want your website to rank for on a consistent basis?
Which keywords do you believe are the most important to your Products & Services?
Don’t worry we will do our own research, but it helps to know what’s most important to you.

Have you undertaken an SEO Campaign before?
What actions were taken within your past SEO campaigns? How did it go?

Are you intending to make any major changes to your website in the next 12 months?
I.E new design, new cms, new products or service offerings? Major changes to your website can impact your SEO campaign.
Knowing of major changes in advance will help ensure your campaign stays on track.

Is there any problems with your website that we should be aware of?
Any problems with previous SEO campaigns, or hurdles to getting any changes implemented?

Final Questions

Please confirm the following details for your Assets.

Get your fREE digital marketing audit.