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Estructura abstracta

Client Onboarding – Access & Setup

Let’s get everything ready to start building your growth.

Welcome to SmartRoar. We’re excited to start working with you.
To properly set up your project, campaigns, and digital ecosystem, we need access to the platforms your business currently uses. This form will guide you step by step so we can connect, configure, and optimize everything efficiently. All access will be handled securely and used strictly for your project.

Customer information

Website, hosting & domain

Do you currently have a website?
Yes
No
What platform is your website built on?
Wix
WordPress
Shopify
Webflow
Other

Meta (Facebook & Instagram)

Do you have a Meta Business Manager?
Yes
No
Not Sure
Which Meta assets do you currently have?

Google Platforms

Google Ads

Do you have a Google Ads account?
Yes
No
Not sure

Google Analytics (GA4)

Do you have Google Analytics set up?
Yes
No
Not sure

Google Search Console

Is your website connected to Google Search Console?
Yes
No
Not sure

Google Business Profile

Do you have Google Business Profile?
Yes
No
Not sure

LinkedIn

Do you have a LinkedIn Company Page?
Yes
No
Not sure
Do you have a LinkedIn Ads account?
Yes
No
Not sure

Email marketing & automation tools

Which email or CRM platforms do you currently use?

 Tracking & Additional tools

Business Goals & Ideal Customer

Additional information

Confirmation

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