Let’s Get Your

Program Started

We always start with research and clear information.

We begin this process with a client intake form to ensure that we have everything we need to understand your brand, it’s current digital footprint and so on. So please take the time to thoroughly complete the following form so we can have the current brand foundation and prepare for your onboarding meeting.

Engage Digital Inc - Large Logo

New Client Intake Form

Please take the time to complete the form in detail. It should take you between 15-45 minutes to complete properly. Details are extremely important.

Once your intake form has been completed and submitted, you will be contacted to schedule your client onboarding meeting.

Specifically list the people we will need to be in contact with and what their roles/titles are. Please include their email addresses.

Information About Your Branding

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Example: #45632 & #00023

Information About Your Web Properties & Technology

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Example: engagedigitalinc.com
Example: engagedigitalinc.com
This is where you purchased your website domain name. Example: GoDaddy
Example: Dreamhost, Bluehost, GoDaddy. Type unsure if you do not know.
Example: JohnSmith@YourWebDomain.com
Paste the link to your Google Maps and review page.
Paste the link to your Yelp page.
Examples: MailChimp, Constant Contact, Hubspot, etc.

Information About Your Social Media

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Examples: MailChimp, Constant Contact, Hubspot, etc.

Information About Your Company Services

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Be as detailed a possible.
Be sure to include cities and/or zip codes if you are focused on local markets. The more detail here the better we can do for search marketing.
Be very specific about the gender, age, businesses or other details about the various customers you want to work with.

Information About Your Competitors

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Please list their names and their website addresses and notes we should know about each.

Once your intake form has been completed and submitted, you will be contacted to schedule your client oboarding meeting.

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