Marketing VIP client onboarding

Give our team the context we need to build your marketing operation around your business.

This detailed questionnaire is intended for businesses moving forward with Marketing VIP after the initial fit and demonstration conversation. It gives Web Search Professionals the business, market, workflow, brand, and growth context needed to configure the managed service properly.

What we will prepare

A working marketing foundation—not another generic intake form.

We use your answers to prepare the Strategy Foundation, account configuration, approval process, connected workflows, and rollout priorities that will guide the managed marketing work.

Business foundation

Company facts, website, service areas, primary CTA, and durable business context.

Market and audiences

Who you serve, what they need, where you compete, and which opportunities matter first.

Offers and proof

Services, packages, outcomes, differentiators, testimonials, evidence, and sales context.

Marketing operation

Current website, CRM, email, social, ads, video, analytics, publishing, and approval processes.

Launch priorities

The first campaigns, channels, workflows, users, and success measures to activate.

Need help completing onboarding?rudym@web-search-pros.com 414-234-5624

Client onboarding questionnaire

Tell us about your business and priorities

Required fields are marked with an asterisk. Detailed answers help our team configure Marketing VIP around your actual business instead of forcing every customer into the same marketing plan.

Business and contact information

Tell us who the workspace will represent and who should lead onboarding.

Business name *Business website *Primary contact *Work email *Phone *Business type *

Market, services, and growth goals

Give us enough context to evaluate fit and prepare the Strategy Foundation.

Primary service area or geography *Approximate team size

Primary services or product lines *Best customers and audiences *Top marketing and revenue goals *

Current marketing operation

Help us understand what should be connected, replaced, or preserved.

Current tools and channelsWhat is not working today? *

Desired start timing *Primary onboarding priority *

Final context

Share anything we should know before contacting you.

Additional notesI authorize Web Search Professionals to contact me about Marketing VIP onboarding and understand that submitting this form does not create a contract.

$2,500 setup · $999 per month thereafter

Your information is sent directly to Web Search Professionals for onboarding review.