Client Onboarding | Web and Writer

Business/Organization Information

Tell us about your business/organization

Business/Organization Name *

Website, if any

Business Phone Number *Not your cell or direct line, but the business's phone number

Primary Industry/Services *

Business Street Address *

Suite

City

State/Province

ZIP / Postal Code

What will be your Preferred Payment Method? *Online Check / Bank Transfer (no additional fee)Pay by credit or debit card (additional 2.9% + .30 fee added)Please note, paper checks are not accepted

Primary Contact Information

This person should have the highest level of authority above all other points of contact on this form.

First Name *

Last Name

Please select a business title *

Primary's Email Address *

Primary's Phone Number *

Preferred Method of Contact *EmailPhone CallZoom Meeting

Additional Contacts

Please only add 3 at most

Would you like to add Secondary Contacts? *YesNoYou can set their level of authority and project involvement

First Name *

Last Name

Title within Organization *

Phone *Business or Cell Phone

Email Address

Projects they should be involved in *Branding / Design ConceptsWebsite Layout / FunctionalityFinal Website Launch ApprovalSocial Media CampaignsAd Budget / Pricing Decisions

Level of Authority to Approve *Full authority (project approvals, budget decisions, milestone sign-off)Co-authority (still requires primary contacts approval)Limited authority (day-to-day communication, feedback only)No authority (informational only)To avoid conflicts, only the primary contact should have full authority

Project Elements

Do you have an existing style guide? *Yes, I have a style guide to send you.No, I do not have a style guide.I don't have one. Can you help us create a style guide from our current logo?I don't have one, can you give us a quote on one?Fonts and colors to be used in your project.

Do you have a professional logo you would like us to use? *Yes, I will email a .PNG file of my logo.I have a .Jpeg but no .PNG file, will that work?I have a logo but would like to talk about rebranding.I do not have a profesional logo.I don't have a logo, can you give us a quote?

How did you hear about us?

Web and Writer has a referral program and we would like to recognize the parties who share our work.

Were you referred to us by anyone? If so, who?

Signatory's First Name

Signatory's Last Name

Today's Date *

Primary Contact's Signature *

By signing below, you acknowledge that the above contacts have the specified levels of authority to approve project deliverables, advertising packages, and related billing decisions. Any changes to points of contact must be submitted in writing. You also acknowledge having read and agreeing to the terms and policies on this webpage.

Client Onboarding Form