Client Onboarding

Welcome to Beacon Media + Marketing! If you have followed the link from your email, this form should be partially filled out for you. Please take 10 minutes or so to complete and review this form, so our team can get all the information we need to get started. The grey highlighted areas are not editable, so if you see anything wrong please let us know in the final notes area.

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Step 1 of 8 – Company Information

12%

Company Name*

Company Phone*

Company Website

Company Address*

The legal address registered with your government and tax agency.

Street Address City State ZIP Code

Referral

Account Manager

Denali

Gidion

Lynne

Jana

Sean

Lite

Main Contact

Main Contact Name*

Main Contact Phone

Main Contact Email

Billing Contact

Billing Contact Name*

Billing Phone*

Billing Email*

Billing Address*

Same as Company Address

Street Address City State ZIP Code

Additional Contacts

Please list individuals on your staff authorized to work with the Beacon Media + Marketing team.

Contacts

Name	Phone	Email	Actions

There are no Contacts.

Maximum number of contacts reached.

Services

Please review selected services. Let us know in the final step if anything is incorrect.

One Time Services

Landing Page

Website

Lite Website

Website Edits

Branding

Lite Branding

Marketing Strategy

Video

Ongoing Services

Targeted Ads

Lite Ads

Organic Content

GMB

Blog/Vlog

Website Hosting & Maintenance

Technical SEO

OMNI Video Package

Ad Spend

Upload Assets

Please upload digital company assets such as signage photos from your office, staff photos, branding guide, logo files, color codes, etc. at beaconmm.wetransfer.com. Please put your company name in the “title” section and your account manager’s name in the “message” section.

What is your measurement of success for your partnership with Beacon? (KPIs)

Leads (phone calls and form fills)? Is it brand awareness? (what does that mean measurement wise?) Increased engagement?

What is your lifetime value of a client?

How would you best describe your business?

What is your company’s vision, mission, and core values?

Briefly describe your company’s history.

What sets your business apart from other similar organizations?

What are your top 3 most marketable differentiators?

What are your pain points as a business?

Are there any successful brands within your industry or even outside of your industry that you think are killing it out there right now and why?

Can you describe the key demographics of your target audience, including their age range, gender, race/ethnicity, geographic location, and income level?

Imagine your perfect, ideal client walked through the doors of your business right now, how would you describe them to me?

What are your current service offerings or products? Please list with descriptions. Which services do you want your marketing to focus on most?

Social Media Accounts

Please provide the URLs (links) to your accounts.

Facebook URL

Instagram URL

X (Twitter) URL

LinkedIn URL

YouTube URL

Pinterest URL

Social Media Account Access

If these accounts are part of your services with Beacon, please take a moment and give our team access to any of the accounts you selected above.

For step-by-step instructions, please download our guide for giving both social media and Google account access: Download Account Access Guide

What primary goal(s) does your company have for their social media accounts?

Grow your Audience

Improve Community Engagement Rates

Brand Awareness

Drive Traffic to your Website

Boost Conversions

Google Accounts

Do you have any of the following Google accounts?

Google My Business

Google Analytics

Google Ads

Google Account Access

If these accounts are part of your services with Beacon, please take a moment and give our team editor access with the email address [email protected].

For step-by-step instructions, please download our guide for giving both social media and Google account access: Download Account Access Guide

At Beacon we believe a healthy marketing campaign includes both paid and non-paid marketing approaches. If you have not signed up with services below with Beacon, can you please provide your company’s plan to incorporate other areas of marketing for your company

Organic/Social Media, Website & SEO, Brand Development & Management, Lead Generation through Paid Ads or Other, Google Business Profile

Describe your company/organization in 2 sentences or less (elevator pitch)

A brand is a promise, what is the promise of your brand?

What is the current perception of the company/products/services/staff?

What is the desired perception of the company/products/services/staff?

Who are your customers? Why do they need you?

How do you want to position yourself in the marketplace?

Value of company, expensive boutique, innovation, tried & true, the academics, quick fix, thought leaders, global powers, etc

Please provide 3-5 brands (from any industry) you look to as examples that would support your positioning.

Do you have an existing logo and/or color palette? Do you need any changes to it?

If you do NOT have a logo, please briefly describe what you would like in a logo.

You can also provide images/screenshots to us if needed

Are there any colors you REALLY want or REALLY want to stay away from?

Besides your company name, what elements belong in your brand, such as an icon symbolizing your business or a brief tagline that states your value proposition?

Are there any competitors or other companies that you really like their brand or “look” or maybe really dislike? Please provide web URLs to their websites!

Do you have current login credentials for your website? If so, please provide.

We will need administrative access to your CMS – like WordPress, Wix, SquareSpace, etc.

What do you want in a new website?

What are your top goals for a new website?

What do you like or dislike about your current website?

What is not working on your current website?

When someone visits your website, what is the number one thing you want a user to do? For example, fill out a form, make a purchase, call you, etc.

List three websites you really love the look of.

If applicable, please list your staff with credentials, titles, and bios.

Name	Title	Actions

There are no Staff.

Maximum number of staff reached.

List common FAQs about your business.

Are there are any issues with your current messaging?

Are there any nuances in desired messaging that we need to know about, i.e., specific terms that we need to avoid using or specific language that we want to keep in the narrative.

If you could summarize an ideal client's experience (from when they walk through the door to when they leave) in a sentence or two, what would that be?

What domains do you currently own? Please include registrar and login credentials or the contact name and email of the person authorized to make changes.

Domains are typically registered at companies like GoDaddy, Namecheap, Network Solutions, etc. If you have a GoDaddy domain, please delegate access to Adrienne Wilkerson [email protected]. If you use a proxy service like Cloudflare, we will need access. We can work with your IT department to make updates if you cannot give access. Please provide contact information if this is the case.

Client's Goals

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Beacon's Goals

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Beacon's Notes

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Billing Notes

Did we miss anything?*

Please let us know if we got any of the services, goals, or expectations wrong or if you want to add anything. If not, just enter “All good!”