Victor Marketing Solutions
Client Onboarding

Client Onboarding Intake

Welcome to Victor Marketing Solutions. This form gives us everything we need to build your custom growth strategy and deliver clarity from day one. Fields marked with * are required.

Clarity you can trust.
Confidence you can feel.
Momentum you can measure.
Business InfoOwner & TeamBillingBrand AssetsCredentialsClarity SuiteGoals & KPIsServicesLegalFinal

1
Business Information
Legal entity details, history, and structure
▾
Business Address
Business Background
2
Owner & Leadership
Business owner details and decision-makers
▾
Primary Point of Contact (if different from owner)
If someone else on your team will be our day-to-day contact, please provide their information below.
Content & Marketing Approval
3
Billing Information
Invoicing and payment details
▾
4
Brand Assets & Identity
Logos, colors, guidelines, and brand voice
▾
Why we ask: Understanding your existing brand elements helps us maintain consistency across all marketing channels and identify opportunities to strengthen your positioning.
5
Digital Accounts & Credentials
Logins for all platforms we'll need access to
▾
🔒 Your credentials are confidential. All login credentials submitted here are stored securely in Bitwarden, the password manager we use to keep your information safe. Only fill in what you have available — we can collect anything missing during your kickoff call.

Website / CMS Backend

Domain Registrar

Website Hosting

Google Ecosystem

Google Business Profile

Google Analytics (GA4)

Google Search Console

Google Tag Manager

Google Ads

Social Media Accounts
Tip: For each platform, the best way to grant access is usually through the platform's built-in admin/manager roles. We'll walk you through this if needed.

Facebook / Meta Business Manager

Instagram

LinkedIn (Company Page)

X (Twitter)

YouTube

TikTok

Other Social Accounts

Advertising Platforms

Microsoft / Bing Ads

Other Ad Platforms (Yelp Ads, LSA, Nextdoor, etc.)

Email Marketing & CRM

Email Marketing Platform

CRM System

Review & Reputation Platforms

Review Platform Logins

Call Tracking & Other Tools

Call Tracking

Any Other Tools / Platforms

6
Victor Clarity Suite™
Market intelligence, positioning, and competitive landscape
▾
This section powers your Market Clarity Report. Answer what you can — the questions you can't answer are exactly where we add value. Your responses here shape the strategic foundation of everything we build for you.
Target Market & Ideal Customer
Competitive Landscape
Brand Positioning & Differentiation
Current Marketing Efforts
Market Challenges & Opportunities
7
Goals & Success Metrics
What does winning look like for your business?
▾
8
Service-Specific Details
Only complete the sections relevant to your engagement
▾
Complete only the sections that apply to your package. If you're not sure which services you've signed up for, skip this section and we'll fill it in together during your kickoff call.

SEO & Organic Search

Paid Advertising (PPC / Social Ads)

Social Media Management

Email Marketing

Website / Web Design

9
Legal & Compliance
Industry regulations and compliance considerations
▾
10
Final Thoughts
Anything else we should know before we get to work
▾

Your information is secure and confidential. We'll review your submission and reach out within 1 business day.

© 2026 Victor Marketing Solutions™ — victormarketingsolutions.com  •  support@victormarketingsolutions.com  •  (417) 254-1420 From Confusion to Confidence