Onboarding Client Form

Let's get started.

Please answer the following questions as best you can. There are 6 sections. At any point you can save your progress by clicking the Save and Resume buttons at the top of the pages. This will generate a unique link that you can email to yourself. When you are ready you can follow the link to load the page and complete the form.

Your contact info

So I can contact you 🙂

Save & Resume

First Name
Last Name
Email
Phone/Mobile
Next

Business background

Tell me about your business 🙂

Save & Resume

Business Name
Business Objectives
Average spend (how much money is your customer spending?)
Target Audience
Competitor Analysis
Previous/Next

Website Focus

Let's look at what your website should do!

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Keywords
Primary Call to Action
Secondary Call to Action
What functions do you want?
- Contact form
- Phonecall
- Meetings, Bookings
- ECommerce
- Galleries
- Quotes
- Subscribers
- Email Marketing
- Accommodation Bookings
- Other
Additional Functions required
Previous/Next

Design elements

Some design elements to get us started.

Save & Resume

Primary Colour
Secondary Colour
Do you know how to optimise images for web?
- Yes, I'm all over that.
- No, I'd like some help with images.
Upload your logo (1MB max)
Choose File
Previous/Next

Technical information for your website.

Nearly done! This is the last section 🙂

Save & Resume

Do you have an existing website?
- No
- Yes
What domain (website address) do you want?
What is your second choice for a domain?
What type of website do you currently have?
- Squarespace
- Wordpress/Woocommerce
- Wix
- Shopify
- Weebly
- Other
Do you want to migrate your website to MR Websites?
- No
- Yes, please migrate my website
Do you already have a domain registered?
- Yes, I have a domain registered
- No, please register one for me
Do you want to migrate your domain management to MR Websites?
- Yes, I want my website and domain managed together
- No, I am happy with my current domain management
ABN (Required for domain registration)
Business Address (Required for domain registration)
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Can you manage your DNS (Domain Name Settings) or would you like help with that?
- I can manage my DNS
- I'd like help with my DNS
Do you already have an email set up?
- Yes I have an email set up
- No, there is no email set up
Previous/Next
Follow Up Date
Commencement Date
Previous/Next

Finished!

You did it 🙂 Thank you for taking the time to fill in the form. I look forward to catching up with you soon.

Ushan.

Final comments

Would you be prepared to give me some feedback on this onboarding process?

Yes
No
On a scale of 1 to 10, how useful was this process to you?
- 0
On a scale of 1 to 10, how easy was this process?
- 0
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