Start Your Project — Client Onboarding

01

Your Business

Business name *

Your name *

Email *

Phone / WhatsApp

What does your business do? *

City / service area

Current website (if any)

How did you hear about us?

02

Company Verification

Used to validate your business for contracts, ad accounts, and business profiles. This stays between us.

Full legal company name * Exactly as registered — e.g. "Miami Visions Group, LLC", not just "Miami Visions"

EIN (Federal Tax ID) * Format: 12-3456789

Business structure

Company address * Registered business address — street, city, state, ZIP

03

What Do You Need?

Check everything that applies — the form will open up the right questions for each.

Branding & identity Website / landing page Social media & content SEO & Google presence Paid ads Not sure — advise me

What's the main goal of this project? * More leads? More walk-ins? Look more professional? Launch something new?

Who are you targeting — businesses or the public?

Businesses (B2B) General public (B2C) Both

Ideal target audience demographic

Target location(s)

Competitors or businesses you admire Names or links — even ones outside your industry whose look you like

When do you want to launch?

Budget range for this project

04

Branding & Identity

Do you already have a logo?

Yes — and I like it Yes — needs a refresh No — starting from scratch

Upload your logo / brand files (if you have them) PNG, JPG, PDF or AI — up to 8 MB. You can also send more files later.

Brand colors (if established)

Tagline / slogan (if any)

What vibe should your brand give off?

Anything to avoid? Colors you hate, styles that don't fit, things a competitor already owns

05

Website / Landing Page

Do you own a domain name?

Yes No — need one Not sure

If yes — the domain & where it's registered

What should the site include?

Features you need

Is your text/content written?

Yes Partially Need help writing it

Do you have good photos?

Yes — professional Some — phone quality No — need photos

Websites you like the look of Paste 1–3 links and tell us what you like about them

06

Social Media & Content

Which platforms matter to you?

Current handles / profile links (if any)

Your personal LinkedIn

Have one Need one set up Not interested

Company LinkedIn page

Have one Need one set up Not interested

LinkedIn URL(s), if you have them

How often do you want to post?

Who approves content before it posts?

What kind of content fits your business?

07

Google, SEO & Ads

Google Business Profile (the listing with the map & reviews)

When someone searches Google, what should they type to find you? e.g. "laser engraving near me", "roofing company", "abogado de accidentes"

Have you run paid ads before?

Yes No

Monthly ad budget (if running ads)

08

Access & Assets

Which of these can you provide when we start? Missing logins are the #1 thing that delays projects — no worries if you're missing some, we'll help you recover them.

Domain registrar login Website / hosting login Social media logins Google Business Profile Logo / brand files Photos / videos

🔒 ENCRYPTED

Share logins securely — optional

Anything you type below is encrypted in your browser before it's sent — our form provider never sees it, and only SSE Mark can unlock it. Leave blank if you'd rather share logins later.

Website / hosting

Domain registrar

Google / Google Business Profile

Social media & anything else

If an account uses two-factor authentication, mention it — we'll coordinate codes with you at kickoff.

09

Almost Done

Anything else we should know?

Best way to reach you

Email Call Text WhatsApp

Preferred language