CLIENT ONBOARDING Name * First Name Last Name Email * Phone * (###) ### #### Company Name * Company Address Address 1 Address 2 City State/Province Zip/Postal Code Country Please provide the name and email address of the person who will act as our main point of contact * Company Website http:// Facebook * We need to be admins of your Facebook page in order to link your social accounts to our scheduling software. Please give admin access to Molly Shanahan. If you need information on how to do this, you can copy/paste either of the links below: Classic page (please provide full admin access) https://www.watermark.life/resources/managing-roles-for-your-facebook-page New Pages Experience (toggle on the option giving full access) https://www.facebook.com/help/187316341316631 I made Molly an Admin. We do not have a Facebook page. Instagram Handle * Instagram Password * TikTok Handle *if applicable TikTok Password LinkedIn *if applicable I gave Molly "Super Admin" access Please send me instructions on how to do this Do you have access to a photo library? * Any photography you've had done prior to working with us. Yes. Please send me a personalized link where I can provide this. No We're going to need all of your logo files and branding materials * Please send me a link where I can provide them I don't have these Please provide examples of social media accounts in a similar field that align with the vision you have for your own account Please provide a list of any close business relationships you have so that we can engage with/support them on social media Please provide (in as much detail as possible) your current marketing strategy What you are doing for email marketing, Facebook ads, anything outside of the social media sphere, etc. Does your business have any events or obligations in the next (2) months that we should be aware of for promotional purposes? Yes No If you answered "Yes" to the previous question, please provide details below Brief description of event(s) and date(s). These will be discussed in more detail during your Onboarding Meeting. What are your goals while working with us? Thank you!
