Client Onboarding Questionnaire

Welcome. The more specific you are here, the better Ryan can serve you. Takes about 20 minutes. Save your work — you can come back if needed.

Legal entity name *

DBA / brand name (if different)

EIN (last 4 digits is fine)

Year founded

Physical address (or "service area only")

Is the address customer-visiting?

Yes No (service-area)

Hours of operation

Service area (cities/zip codes)

Logo file location

Brand colors

Tagline / elevator pitch

Three adjectives that describe your business

Who's the ideal customer? (be specific)

Typical job/transaction size

Lifetime value of a customer

Top 3 services that drive most revenue

Top 3 local competitors (name + URL)

What do those competitors do better than you?

What do you do better than them?

Website platform

GBP URL or "not claimed yet"

Facebook URL or "no FB"

Instagram URL or "no IG"

LinkedIn URL or "no LinkedIn"

Yelp URL or "no Yelp"

Past SEO work? When, who, what was the outcome?

Don't share passwords here. Just confirm you have admin access — Ryan will request specific access via separate emails.

90-day goal in plain English *

12-month goal *

Anything that's NOT a goal? (sometimes excluding things is more useful)

Anything else you want us to know?

Your name (for our records) *

Your email *