Website Onboarding

website onboarding worksheet

ignore any questions that are not relevant (mark with an n/a)

New Client Onboarding
*if you don't know just mark the field N/A
Business Name*
Owner Name*
First Last
Contact Email*
Enter Email Confirm Email
Day Phone*
Co-owner or Assistant Info
Name (Co-owner or Assistant)*
First Last
Email (Co-owner or Assistant)*
Enter Email Confirm Email
NEED THE FOLLOWING
Website Information
Main Website*
Website URL
Main Website Admin User*
Main Website Admin Password*
Website Hosting Information
ex: GoDaddy, SiteGround, WPEngine, etc.
Site Hosting Login Information URL to log into*
ex: GoDaddy, SiteGround, WPEngine, etc.
Site Hosting User Admin Login*
ex: GoDaddy, SiteGround, WPEngine, etc.
Site Hosting Admin Password*
ex: GoDaddy, SiteGround, WPEngine, etc.
Domain/URL Hosting Information
ex: where you purchased the URL/Domain like NameCheap, GoDaddy, etc.
Domain/URL Hosting Login Information URL to log into*
ex: where you purchased the URL/Domain like NameCheap, GoDaddy, etc.
Domain/URL Hosting User Admin Login*
ex: where you purchased the URL/Domain like NameCheap, GoDaddy, etc.
Domain/URL Hosting User Admin Password*
ex: where you purchased the URL/Domain like NameCheap, GoDaddy, etc.
Analytics - Access Information
Google Email used for your sites Analytics*
Google User Name*
Google User Password*
Social Media URL's
If you do not use just indicate N/A
Facebook*
Typically your Business Page
Twitter*
LinkedIn*
YouTube*
Other Social Media
List w/ a comma in-between
Email Host URL (info)
If we we'll be hooking anything up to your email CRM [ex: ActiveCampaign, Keap, ConvertKit, etc.]
Email Host Login URL*
ex: ActiveCampaign, Keap, ConvertKit, etc.
Email Host User Name*
ex: ActiveCampaign, Keap, ConvertKit, etc.
Email Host Password*
ex: ActiveCampaign, Keap, ConvertKit, etc.
Shopping Cart Host URL
If we'll be hooking anything up to your online Shopping Cart CRM. [ex: ThriveCart, SamCart, Stripe, etc.]
Shopping Cart Login URL*
ex: ThriveCart, SamCart, Stripe, etc.
Shopping Cart Admin Login [Admin / User]*
ex: ThriveCart, SamCart, Stripe, etc.
Shopping Cart Admin Password*
ex: ThriveCart, SamCart, Stripe, etc.
Other Applications and/or Software
Click all that apply
Do you use or have the following:*
- Team Work PM (or other PM tools)
- DropBox
- Google Docs
- Calendar or Scheduler
- Other - please list below
Please list each User Name or information for the above here:
Use a comma as a spacer for each listing
Other Applications w/ User Name:
Comments
This field is for validation purposes and should be left unchanged.

Save and Continue Later

website onboarding worksheet

ignore any questions that are not relevant (mark with an n/a)

New Client Onboarding

Co-owner or Assistant Info

NEED THE FOLLOWING

Website Information

Website Hosting Information

Domain/URL Hosting Information

Analytics - Access Information

Social Media URL's

Email Host URL (info)

Shopping Cart Host URL

Other Applications and/or Software