Website Onboarding

website onboarding worksheet

New Client Onboarding Part I
*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*
Website + Hosing Information (NEED THE FOLLOWING)
Main Website*
Main Website Admin User*
Main Website Admin Password*
Hosting Login Information URL to log into*
Hosting User Admin Login*
Typically 'name' or 'email'
Hosting User Admin Password*
Co-owner or Assistant Info
Name
First Last
Email
Enter Email Confirm Email
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*
Google+*
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
Email Host Login URL*
Email Host User Name*
Email Host Password*
Shopping Cart Host URL
If we'll be hooking anything up to your online Shopping Cart CRM
Shopping Cart Login URL*
Shopping Cart Admin Login [Admin / User]*
Shopping Cart Admin Password*
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.

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