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Onboarding Form - Construction

Onboarding Form - Construction

Everyone hates paperwork. So do we...

...but this questionnaire helps us create a precisely engineered digital strategy for your company. Just as you wouldn't break ground without site surveys and blueprints, we need details to ensure your digital presence is built on solid ground.

The more thoroughly you answer these questions, the better our services will align with your company's unique strengths and goals.
Let's get this ball rolling.

Section One: Company Overview

Your Name
Your Name
First
Last
Business Address
Business Address
City
State/Province
Zip/Postal
(Use the date-picker or write in manually.)
Number of Employees
(List all cities, counties, and/or states that your company serves.)
License Types: General Contracting
(In order, please)
License Types: Specialty Trade
(In order, please.)
Engineering Specialty Licenses
(In order, please.)
Environmental and Specialty System Licenses
(In order, please.)
Utility and Infrastructure Licenses
(In order, please.)
Annual Revenue Range
Minimum Job Budget

Section Two: Services & Specialties

Construction Methods

Core Services

Core Services: New Construction
Core Services: Concrete Work
Core Services: Electrical
Core Services: HVAC
Core Services: Plumbing
Core Services: Flooring
Core Services: Site Preparation
Core Services: Demolition
Core Services: Specialty Services

Additional Capabilities

Additional Capabilities: Project Management
Additional Capabilities: Design Services
Additional Capabilities: Pre-Construction Services

Section Three: Current Digital Presence

Which of the following does your company already have?

Logins and Online Presence Info

(e.g. GoDaddy, Wix, Shopify, Squarespace, Hostgator, Bluehost, Weebly, etc.)
(You might have received this through your hosting provider above. If you don't know, just type a question mark or "I don't know.")
(Branded email means your email ends in whatever your domain is. Example: you@yourbusiness.com. Who provides this service for you? Possible answers: Google Workspace, Microsoft 365, Zoho Mail, GoDaddy, Bluehost, etc.)
(Your Google Business Profile is what comes up on Google, when you search for your business. It has your business name, contact info, website, pictures, reviews, etc. This is very likely the same as your Google Business Profile login info.)
(This is very likely the same as your Google Business Profile login info.)

Section Four: Communications & Contacts

Company-Wide Preferred Communication Methods
(This person will receive strategy calls, monthly reports, and owner-level information and updates.)
(List anyone besides the owner who will be integral to the major decision-making process.)
(The employee most responsible for handling payments for things like the website, monthly services, etc.)
(The "tech" person in the company, who will have information about things like company software, website hosting, e-commerce, etc.)
(The employee most responsible for campaign strategy, long-term marketing vision, brand guidelines, content approval, social media strategies, email marketing, ads, etc.)

Additional Contacts

Some clients we've worked with.

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