OmnifySEO / New client

Client onboarding questionnaire

This takes about 20 minutes and replaces a week of back and forth. Answer what you know; write "not sure" where you do not. Every question feeds a specific agent or invoice line.

Never type a password here. We ask only for account names and ID numbers. Access is handed over by inviting us as a user, which we walk you through after this form.

1. You and your team

Who we talk to, and who can say yes.

Text is fine for quick questions.
As it should appear on reports and invoices.
Name and role. Who do we call when a decision is needed and you are on a job?
Names, hours covered, office they sit in.

2. Offices, coverage and volume

The plan is built per office. These numbers set the baseline.

Every physical location, with the phone number that rings there.
Your best estimate for each office over the last 90 days. We will confirm from ServiceTitan.
Head count today, and how many trucks.
Your site currently publishes three different sets. Which is right?
Non compete territory, past franchise agreements, anything we should stay away from.

3. Website

Where it lives and who can change it.

Company name if you know it (e.g. CI Web Group, WordPress host, Squarespace).
The login page or system you use to change a page or post.
If yes, what are they doing month to month and what do you pay?
GoDaddy, Cloudflare, Namecheap, the agency, unknown.
Old brand domains, city domains, anything that redirects to the main site.

4. Google accounts

Account numbers only. Never type a password into this form.

The email that signs in to manage the Brentwood and Cleveland listings.
10 digits, format 123-456-7890, top right of the Ads screen.
GA4 property ID (G-XXXX) and GTM container (GTM-XXXX) if known.
YouTube channel, Merchant Center, Google Workspace.

5. ServiceTitan and phones

The Integration Agent reads booked jobs from here.

Name and email. We will request an API application and a read only user through them.
Your site, listings and directories currently show five different numbers.
ServiceTitan scheduler, something else, none.
CRM, review software, dispatch, accounting, financing portal.

6. Listings, reviews and social

Everything with your name on it.

Some still show the old brand name and prior owners. Tell us which you can log in to.
A recruiting ad is currently running under the old company name.
ServiceTitan automatic, technician asks, cards, nothing.

7. Brand and content

So the agents write in your voice, not ours.

Link to a folder, or say you will email them.
The Cornerstone history, the family, how you want the 'Dad and Daughter' name explained.
Technicians, office staff, family. Anyone who must NOT appear.
For example: openers and springs first, custom doors later.

8. Goals and budget

What the plan is measured against.

The plan assumes about $3,600 a month.
For example: Chattanooga, Knoxville, Clarksville, Nashville.

9. Access and the on site visit

How you want to hand over access, and when we come out.

We never take passwords by email or this form.