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New Client On-Boarding
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New Client On-Boarding
Step 1 of 2
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Basic Information
Name
*
First
Last
Email Address
*
Company Name
*
Company Website (If Applicable)
Youtube URL
Please list links any other Social Media Assets (Instagram, Facebook, Etc.)
*
Do you have a Slack Channel?
*
Yes
No
Would you like to use your Slack Channel or create a new one for this project to share with Wade’s Team?
Use my current Slack Channel
Create a new Slack Channel for this project
Please enter your Slack Channel URL (name.slack.com)
Do you have an email list?
*
Yes
No
About how many people are on your email list?
What email platform are you using for your email list? (Mailchimp, Active Campaign, etc.)
Do you have a Google Analytics account?
*
Yes
No
Media Assets
Please briefly describe what your channel is about and what you do…
*
Who are the "competitors" or similar channels to your business/brand? Do they have any courses we should look at?
*
If you could distill down your audience into a single person, what traits do they have? (Age, gender, likes, dislikes, etc.)
*
What is the ideal vision you have for your business in the future? What are your primary business goals?
*
Is there anything else you'd like us to know about you?
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