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The Marketing Path Authorization & Onboarding Form
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First and Last Name
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Your answer
Company Name
*
Your answer
Company Website
Your answer
Your Email
*
Your answer
Payment Account (enter your credit card information such as type of card, name on the card, billing address, expiration date, cvv code). This is used to pay for any ad campaigns or other billing you authorize.
Your answer
Billing Address
Your answer
Company Address (must be a physical not virtual address and no PO Boxes). Used for Google My Business (GMB)
*
Your answer
Mobile Phone number and Office Number (where applicable)
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Your answer
What is the name of the current marketing company you use? (if applicable)
Your answer
List the marketing contact's name and email address so we may contact them (if applicable).
Your answer
Check the accounts you have:
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Facebook
Instagram
Linkedin
Google Workspace (formerly Suite)
Gmail
Google Ad Account
Google My Business (GMB)
Godaddy
Calendly
Convert Kit or Constant Contact
Yelp
Other:
Required
What current business tools/resources do you use?
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Facebook Meta Business
Google Calendar
Zoom Video Conferencing
Business CRM
Dropbox
Google Drive
Google My Business (GMB)
Godaddy
Calendly
Stripe/Paypal/Venmo/Zelle
Wordpress Website
Wix Website
Yelp
Other:
Required
Provide any Log in information such as Usernames and Passwords: (Website log in, Cpanel, Google Analytics, GMB, Pinterest, Facebook, Instagram, Houzz, etc.)
Your answer
Describe your service request:
*
Your answer
Let's Get Social
Any current marketing campaigns? (select all that apply)
Monthly Ads (Facebook, Google, Yelp, etc.)
Daily or Weekly Social Media Posts (Facebook, Instagram, Pinterest etc.)
Email Marketing (blog/newsletter to your audience each month or week)
Lead Magnets (landing page with automation such as Leadpages or Constant Contact)
SEO (Search Engine Optimization) (on page/offpage/backlinks etc.)
Reputation Management ( customer reviews and online citations)
Referral Program (commission for clients or affiliate marketing)
Website Optimization (email sign up, lead magnets, automation, chat features, pop up forms)
None
Other:
What services are you interested in?
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Ads (Facebook, Google, etc.)
Social Media Posts (Facebook, Instagram, Pinterest etc.)
Email Marketing (blog/newsletter/campaings to your audience each month or week)
Lead Magnets (landing page with automation)
Advanced SEO (Search Engine Optimization) (on page/offpage/backlinks etc.)
Reputation Management ( customer reviews and citation management)
Referral Program (commission for clients and affiliate marketing)
Website Optimization (email sign up list, lead magnets, automation, chat features)
Website Design
Website Hosting
Domain Name
Website Redesign
Other:
Required
By submitting this form, I authorize The Marketing Path, LLC., to manage my marketing and relative marketing payments.
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