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Step 1 of 8 13% Complete

Business Details

Basic information about the business we'll be working with.

Please enter the business name.

Please enter a valid website URL.

This field is required.

This field is required.

Please enter a valid email address.

Goals, Budget & Website

What you're aiming to achieve and how your website is currently managed.

Select all that apply
Generate leads Online sales Brand awareness Website traffic SEO rankings Retain customers New launch Other

Please select at least one goal.

All channels combined
Under ₹25k ₹25k–₹75k ₹75k–₹2L ₹2L–₹5L ₹5L+ Prefer not to say

Website Management

In-house Agency Freelancer Self-managed
e.g. WordPress, Shopify, Wix, custom
Full admin Partial No

Google Analytics 4

We need access to your GA4 property to monitor traffic and conversion performance.

Yes — installed Not sure No — please set it up
💡 If you're unsure about your Measurement ID or Property ID, leave those fields blank — we'll locate them or guide you through it.
Format: G-XXXXXXXXXX
Admin → Property Settings
We'll provide our agency email — enter it here once confirmed with your account manager
Administrator Editor (recommended) Viewer only Not sure

Google Search Console

GSC lets us monitor keyword rankings, search impressions, and indexing health.

Yes — verified Not sure No — please help
Domain property URL prefix Not sure
e.g. https://yourdomain.com
Recommended: Full / Owner-level access if possible

E-Commerce & Lead Capture

How you sell and how you capture leads — so we can track the right conversions.

Online Sales

Yes No Planning to
e.g. LimeRoad, WooCommerce, Shopify
Yes No Will arrange

Lead Capture

Select all that apply
Contact form Phone calls Email enquiries Landing page Live chat Bookings Other

CRM

Yes No
e.g. HubSpot, Zoho, Salesforce
Yes No View-only

Paid Advertising

Complete each sub-section for any ad platforms you're running, have run recently, or plan to start.

Google Ads

Currently active Paused Want to start N/A
Format: XXX-XXX-XXXX (top-right in Ads dashboard)
Yes No
Under ₹40k ₹40k–₹1.5L ₹1.5L–₹4L ₹4L+ Variable
Select all that apply
Search Display Shopping Perf. Max YouTube

Meta Ads (Facebook & Instagram)

Currently active Paused Want to start N/A
Business Manager → Ad Accounts
Facebook Instagram Both
Under ₹40k ₹40k–₹1.5L ₹1.5L–₹4L ₹4L+ Variable

Other Ad Platforms

Select all that apply
LinkedIn Ads Bing Ads TikTok Ads Programmatic Influencer None
Account ID, access email, monthly spend

Other Channels & Reporting

Email marketing, social presence, lead gen tools, and how you'd like us to report back to you.

Email Marketing

Yes — actively Occasionally No
e.g. Mailchimp, Klaviyo, ActiveCampaign
Yes No View-only

Lead Generation Tools

Select all that apply
Typeform JotForm Calendly Popup tool Lead magnet Affiliate program None

Social Media Profiles

Reporting Preferences

Weekly Fortnightly Monthly Quarterly
PDF report Live dashboard Both Email summary
How would you like your live dashboard laid out?
Clean & Minimal Visual & Chart-Heavy Executive Summary Detailed & Granular No Preference
How should the dashboard look and feel visually?
Match our brand Agency default Dark mode Light / Neutral I'll specify separately
Select up to 5
Website traffic Traffic by source Leads generated Cost per lead Conversion rate ROAS SEO rankings Revenue Engagement
Name and email for everyone who should receive reports

Assets, Access & Agreement

Final step — share your brand assets, select a credential method, and acknowledge the terms below.

Brand Assets

Select all that apply
Logo files Brand colours Brand fonts Style guide Ad creatives Photography
e.g. Google Drive, Dropbox, WeTransfer

Login Credentials

🔒 Do not enter passwords directly in this form. Please use a secure sharing method below. We will provide our agency email address where direct user-level access is the preferred option.
LastPass or 1Password shared vault Savvy Signature vault* Secure onboarding portal link Add agency email as a user directly Other — specify in notes below

Existing Documents

Agency reports Marketing brief Competitor research Ad contracts None

Disclaimer & Acknowledgement

By submitting this form, you confirm you are an authorised representative of the business named herein and have the legal right to grant access to the platforms and accounts listed. You authorise SnapUp Digital Marketing to access and operate the nominated accounts solely for the purpose of delivering agreed services. The Agency shall not be held liable for unauthorised access, data breaches, account compromises, hacking, phishing, or security incidents originating outside the Agency's direct control — including third-party platform vulnerabilities or incidents arising from credentials shared by the client through insecure methods of their own choosing. All client data will be stored securely and used exclusively for contracted services.
I confirm I am an authorised representative with the right to grant the access and permissions described in this form.
I accept the limitation of liability as described above, including in cases of hacking, phishing, or third-party platform security incidents.
All information provided in this form is accurate to the best of my knowledge.

Please acknowledge all three points above before submitting.

Please enter your name and title.

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You're all set!

Thank you for completing the onboarding form. Our team will review your submission and be in touch within 1–2 business days to confirm access and next steps.

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