Get on that phone and start building the relationship. It is more than detail gathering. If you don’t REALLY know your client, start getting to know them on a personal level. Relationships are everything. How’s your pup doing?

But really, we also need you to gather some details. Some details, you may already have, some of it you won’t . You’ll be able to get most of the information over the phone on this call, but there are a few things they might need to get back to you on. You can probably nd some of the information yourself by reviewing their website. But believe us, website information is often outdated, you’ll want to ask for verication where it makes sense.

We ask that you get all the following details prior to submitting our onboarding form:

• Client’s business name – used for our records and reporting

• Client’s currency – used to set up the Google Ads account

• Client’s email address – used for forwarding lead notications and dashboard login (by default we will

  also send lead notications to you as well)

• Business phone number – this is where we will forward phone calls

• Business address – this will be used on the landing page

• Client’s time zone – used to set up the Google Ads account

• Hours the business line is answered – this will help us determine when to run ads (Advirtis may run

  ads outside of business hours based on audience search trends)

• Client’s website URL – we’ll use information here to adapt the landing page

• Client’s website Privacy Policy – this is needed for the landing page.

• Geographic targeting area – where does the client want ads to show? This can be state, county, city or radius around a location. Ideally we’d like for you to obtain the ideal targeting and also maximum targeting we are allowed in the event that we do not have enough search volume if the ideal targeting is too limiting.

• Client’s unique value proposition(s) – will be used in ads and on landing page

• Monthly budget – the amount we are authorized to spend on ad clicks

• Google My Business account – does the client have a Google My Business account? If so, we’ll ask for the name exactly as it appears in that account so we can link it to Google Ads in order to utilize additional extensions in ads

There are two more things which can be complicated, but don’t have to be.

Who will add billing details to the Google Ads account for ad spend? This cannot be completed until the account is set up by your agency or the client, but you should plan ahead of time how this will be done. It is a simple process.

There are two options.

• Get a credit card authorization from the client and add the billing details yourself –OR–

• During your next call with your client you can screen share and help them through the process in real time.

• Can the client create a CNAME? Creating a CNAME on a domain is how our landing pages are able to share the branding of your client’s website.

There are two options outlined below, either way the process is the same (you just need to worry about Step 2, the rest is on us but we will be asking for the CNAME URL on the onboarding form).

• We recommend that it be done on the client’s domain, which requires administrative access to the domain’s DNS through the domain hosting provider. Typically a webmaster completes this task. Where it gets complicated is when the client doesn’t have a webmaster or doesn’t know where their DNS settings are hosted. If the response to “Can you create a CNAME?” is “Um, What?”, don’t worry, that’s where the second option comes in.

• You can purchase a new domain to host the page.

You can either:

• Create a domain specically for this particular client. For example, you could purchase the .net or other variation of their existing site. This would be a very client specic one time use solution.

• Create a generic domain for all these situations. If you purchase a domain like “topservice.com” you can easily create a CNAME that can be relevant for any client in case you’re in this situation again.

For example, if this client is a dentist in DC, then you can set up the CNAME “dcdentist” and the URL will read dcdentist.topservice.com. Then you get a client: “Jakes plumbing”, and you can add another cname for “jakesplumbing.topservice.com”

There are a few other things your client will need to send you via email, but you should still speak about them on your call. They’re needed for the landing page. After you submit the onboarding form, we’ll give you a link to a Google Drive Folder where you can upload the following:

• High resolution logo – square and landscape if possible

• Four testimonials related to the niche and prole picture if available (like on Facebook, Google My Business and Yelp).

• Any useful, high resolution images of owner, staff or showcasing of work.

Now take that information and submit our onboarding form!