Axiom Agency Client Onboarding

Welcome aboard

Let's build your system.

You signed. Now I need to know your business well enough to run ads, make content, and build pages that sound like you and not like a template. Every answer here shapes what you get in the first 48 hours.

Be specific. One good sentence beats a paragraph of fluff. If something doesn't apply, write n/a.

About 20 minutes · Save your logins for the access section · Questions? WhatsApp 508-733-2569

1. You and the business

Your name

Business name as customers know it

Legal name for the agreement

Plan you signed

Best email

Cell for texts and WhatsApp

Business phone the one customers call

Type of business

Address or service area city, neighborhoods, islands

Business hours

Years in business

Team size including you

Current website

Instagram

Facebook page

2. What you sellThis becomes the ad angles and the content topics.

List your services one per line, most important first

Most profitable service the one you want more of

Average job or sale value

Price range customers should expect

Offers we can run free estimate, first-visit discount, guarantee

What makes you different from the other guys? be honest, not polished

Proof you have years, certifications, awards, big clients, review counts, before/afters

3. Your customersWho we're aiming the ads at.

Describe your best customer who they are, what they need, what they're worried about

Where do most customers come from today?

Busiest and slowest months

Top 5 questions customers ask before buying

Why do people NOT buy from you? price, timing, trust, competitor

Customers or jobs you do NOT want

4. Brand and voiceSo the content sounds like you.

Three words that describe the business

How should we sound?

Words or phrases you actually say we'll use them

Words or claims we must never use

Do you have a logo and brand colors?

Brand colors if known

Competitors or brands whose marketing you like and why

5. Content logisticsYou film, we do the rest. Tell me how filming will actually work.

Who will be on camera?

Comfort on camera

Phone you'll film with

Best days and times to film 60 to 90 min a week

Where can we film? shop, job sites, truck, office, home gym

Past posts or videos that did well paste links

Topics that are off limits

Where should we post?

6. AdsSkip anything you don't know. We'll set it up together.

Run ads before?

Monthly ad budget you're committing paid direct to Google or Meta

Meta Business Manager ID if you have one

Google Ads customer ID if you have one

If you ran ads before, what happened? spend, results, why you stopped

What should the ads produce? calls, form fills, bookings, walk-ins, online orders

Booking or quote link customers use today if any

7. Website, Google, and accessNothing gets built until I can log in. Send passwords by WhatsApp, not here.

I'll send access requests after this form. Here, just tell me what exists and who has the keys.

Domain registrar GoDaddy, Namecheap, Squarespace, don't know

Current website platform Wix, WordPress, Squarespace, none

Who has the website and domain logins?

Google Business Profile

Google review count and rating roughly

CRM, booking, or scheduling tool Jobber, Housecall Pro, Square, Vagaro, none

What can you give access to this week?

Meta Business Manager / Facebook page Instagram account Google Ads Google Business Profile Domain / DNS Website / hosting Google Analytics / Search Console CRM or booking tool

8. Leads and follow-upWhat happens after the ad works.

Who answers the phone today?

How fast do new leads get a reply?

Where do you want new leads sent?

Text to my cell Email A shared lead sheet Straight into my CRM

What should happen to calls after hours? voicemail, text-back, Eva the AI receptionist, forward to someone

If Eva is in your plan: what must she never handle, and who does she transfer emergencies to?

9. Goals and approvals

What does a win look like in 90 days? a number if you have one

Who approves content and ads?

Best way to send you things to approve

Best time to reach you

Day you want the weekly report

Anything else I should know?

Next: I review this, send access requests, and your first deliverables land within 48 hours of the kickoff call.