Client Onboarding

Section 01

Business Basics

Tell us about your company so we can tailor everything to your market.

First Name *

Required

Last Name *

Required

Email *

Valid email required

Phone *

Required

Preferred Contact Method

Phone

Text

Email

Legal Business Name *

Required

DBA / Trade Name If different from legal name

Business Address *

Required

Industry *

Required

Year Established

Annual Revenue *

Required

Number of Employees

Business Description 2-3 sentences describing what you do. Used for website and marketing copy.

Business Slogan / Tagline Leave blank if you don't have one

Section 02

Services & Operations

What you offer and how you operate. This powers your website pages, AI chatbot, and automations.

All Services You Offer * List every service — each becomes its own page on your website

Required

Which service is your highest-margin / most wanted? This is what we'll push hardest in marketing

Average Project / Job Value

Minimum Service Call Fee

Target Market Select all that apply

Residential Homeowners

Commercial Properties

Insurance Work

Property Management

Real Estate / Developers

New Construction

Service Area & Seasonality

Primary Service Area * Cities, counties, or radius you serve

Required

All Cities / Zip Codes You Serve Each becomes a local landing page on your site

Areas You Want to Expand Into Markets you're targeting but not dominating yet

Peak Season Months

Slow Season Months

Business Hours & Dispatching

Business Hours

Weekend Hours

Do you offer emergency / after-hours service?

Yes

No

Who answers phones during business hours?

Who dispatches jobs?

How do you currently quote / estimate?

Important Distinctions

These questions prevent bad leads and train your AI chatbot on what NOT to promise. Be specific — it saves everyone time.

Services You Do NOT Offer What do customers commonly ask for that you don't do? This trains your AI bot and prevents wasted leads.

Common Customer Misconceptions What do people assume about your business that isn't true?

Do you use in-house crews or subcontractors?

All in-house

Subcontractors

Mix of both

Do you offer customer financing?

Yes

No

Financing Provider If applicable

Notable Equipment / Fleet Trucks, specialty equipment, fleet size — great for social content and trust

Scheduling / Field Service Software If you use anything besides what's listed in the CRM question

Section 03

Current Digital Presence

Where you stand today. This helps us identify the biggest quick wins.

Current Website URL Leave blank if you don't have one

Website Platform

Do you own your domain?

Domain Registrar Where your domain is registered

Google Business Profile

Google Business Profile URL

GBP Access

GBP Email (login)

Google Review Count

Average Star Rating

Other Platforms & Accounts

Review Platforms Where else do customers leave reviews?

CRM / Lead Management

Current Marketing Provider Who handles marketing now? Monthly cost?

Are you running Google Ads or Local Services Ads (LSA)?

Section 04

Social Media

Your social profiles. Drop in the URLs so we can connect everything.

Facebook Business Page URL

Instagram Handle or URL

LinkedIn Company Page

TikTok

YouTube Channel

Nextdoor Business Page

Other Social Profiles Pinterest, X.com, etc.

Who manages social media currently?

Section 05

Marketing & Lead Generation

How leads find you today and what's not working.

Biggest Marketing Challenge *

Required

Monthly Marketing Budget

Third-Party Lead Spend HomeAdvisor, Angi, Thumbtack combined

Where do leads currently come from? Select all that apply

Word of mouth / Referrals

Google Search / Maps

HomeAdvisor / Angi

Social Media

Door Knocking / Canvassing

Paid Ads (Google/Facebook)

Local Services Ads (LSA)

Website contact form

Lead Handling

How fast do you typically respond to new leads?

What's your current follow-up process? What happens after someone reaches out?

How would you like to be notified of new leads? Select all that apply

Email

SMS

Mobile App

Would you like us to enable the AI Chat Widget on your website?

Yes

No

Tell me more

Would you like AI voice answering for after-hours calls?

Yes

No

Tell me more

Section 06

Competitive Landscape

Who you're up against and what makes you different.

Top 3 Local Competitors Name and/or website URL

Any competitor websites you like the look of? We'll use these as design reference points

What makes you better than the competition?

Biggest Project Win in the Last 12 Months A specific job you're proud of — this becomes marketing content

Awards, Certifications, Credentials

Insurance Credentials Carrier, coverage amount, workers comp, bonded?

Warranties / Guarantees You Offer Manufacturer warranties, workmanship guarantees, satisfaction guarantees

Payment Terms

Industry Memberships

Section 07

Content & Brand Assets

Everything we need to represent your brand authentically.

Branding

Do you have a high-res logo (PNG, SVG, or AI)?

Yes

No / Need one

Primary Brand Color

Secondary / Accent Color

Font Preference If you have brand guidelines

Website Style Preference

Professional / Corporate

Modern / Clean

Bold / Aggressive

Local / Friendly

Photos & Media

What photos do you have available? Select all that apply

Video testimonials available?

Yes

No

Who should be the "face" of the brand on camera?

Your Story

Why did you start this business? This becomes the backbone of your About page

What drives your business? (Mission) What do you want customers to feel?

Press Coverage or Media Mentions

Section 08

Goals & Final Details

Where you want to be and the last few things we need to hit the ground running.

Revenue & Growth Goals

Current Monthly Revenue (approx)

12-Month Revenue Goal

Monthly Lead Target

Growth Goals (jobs, revenue, etc.)

What does success look like for you in 90 days?

SEO & Keywords

Top 5 Keywords You Want to Rank For What should people search to find you?

Final Details

How did you hear about Sovereign Stack? *

Required

Who is the decision maker for marketing investments?

Secondary Contact Business partner, office manager, spouse — anyone else we should loop in

Anything else we should know? Upcoming busy season, prior bad experiences, specific concerns, equipment you use, etc.

Please accept to continue

Business Basics

Services & Operations

Current Digital Presence

Social Media

Marketing & Lead Generation

Competitive Landscape

Content & Brand Assets

Goals & Final Details

You're All Set