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Onboarding Form

Onboarding Form

Everyone hates paperwork. So do we...

...but this questionnaire helps us create a precisely engineered digital strategy for your company.

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: Owner Information

Your Name
Your Name
First
Last
Home Address
Home Address
City
State/Province
Zip/Postal

Section Two: Company Overview

Business Address
Business Address
City
State/Province
Zip/Postal
(Use the date-picker or write in manually.)
Number of Employees
If applicable.

Section Three: Online Presence Info

If applicable.
Agency Address (optional)
Agency Address (optional)
City
State/Province
Zip/Postal
Country
If any.
(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.)
If Catalyst Digital Solutions is managing this for you.
If Catalyst Digital Solutions is managing this for you.
If Catalyst Digital Solutions is managing this for you.
If Catalyst Digital Solutions is managing this for you.
If Catalyst Digital Solutions is managing this for you.
If Catalyst Digital Solutions is managing this for you.
If Catalyst Digital Solutions is managing this for you.

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.. Leave blank, if same as owner.)

Additional Contacts