Client Onboarding Questionnaire

Welcome to Blushark Digital and thank you for entrusting us with your marketing needs! In order to build your digital presence as effectively as possible, below is some background information we need from you ahead of your onboarding call with your dedicated onboarding manager. Please try to submit as much information as possible through this form, rather than emailing it separately.

For instructions on how to find or why we need a particular item, please click on the “?” next to each question.

We look forward to working with you and helping you grow your business!

01Technical
Information

02Shared
Access

03Complete

Website

Company Name*

Direct Phone*

Email*

WordpressOther

Sites not currently on WordPress will need to continue paying for current hosting until new site is built.

What CRM do you use?

Website Login URL (Where you go to log in to the backend of your website) ?

Website Username

Website Password

RegistrarGodaddyOther

Steps to Delegate GoDaddy Access

Click here to share access with marketing@blusharkdigital.com

Registrar (If unsure check here: https://whois.domaintools.com/) ?

Credentials for Registrar - Username

Credentials for Registrar - Password

Where do you view your leads/what CRM do you use for lead tracking?

Do you have any integrations on your current live site? If so, please provide credentials to each account. (EX: chat features, intake softwares, etc.)

Please add all marketing, IT and owner direct points of contact that the BluShark team may be working with:

01Technical
Information

02Shared
Access

03Complete

Shared Access

Share access for the following: ?

Instructions on how to share access to each profile are outlined by clicking the question mark

Google AnalyticsGoogle Business Profile (please share with 5714502129)