Client OnboardingProject Brief

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Client Onboarding
Project Brief

WELCOME to Caldas Marketing!
Digital Marketing built for builders.

I want to start by saying that it is a great pleasure and honor to represent your company online!

To get the best results from our services, please fill out this form carefully.

This detailed onboarding form helps us understand your current stage, goals, and priorities so we can deliver the right strategy from day one.

Company Name

Main Contact Name

Position / Role

Email *

Phone Number

for: URL Media

Company Website

Google Business Profile Link (if available)

Company Location(s)

2. Project Type — What is this briefing about? Please select the service(s) related to this briefing:

Full Marketing Plan (Complete Marketing Management)
Website Creation or Website Redesign
Social Media Management
Branding & Visual Identity
Meta Ads (Facebook / Instagram Ads)
Google Business Profile Management
Blog Creation (SEO-focused articles)
Portal / Content Platform Creation
SEO & GEO Optimization
Marketing Consulting / Strategy
Other (please specify)

If you selected “Full Marketing Plan”, this includes website, social media, Google Business, Visual Identity, branding, SEO, and paid ads.

3. Current Stage — How would you describe your current marketing situation?

We are starting from scratch.
We have some structure but no clear strategy.
We have marketing in place, but results are inconsistent.
We have marketing running and want to scale.
We are repositioning or rebranding the company

4. Business Overview — Primary industry segment:

Residential Construction
Commercial Construction
Remodeling / Renovation
Roofing
Flooring
General Services
Blog Creation (SEO-focused articles)
Specialized Trade (plumbing, electrical, HVAC, etc.)
Other

If you selected “Full Marketing Plan”, this includes website, social media, Google Business, Visual Identity, branding, SEO, and paid ads.

Briefly describe your company and main services

Who is your ideal client?

5. Goals & Expectations — What are your main goals with this project? (check all that apply)

Generate more qualified leads
Improve brand credibility and authority
Increase local visibility (Google & Maps)
Roofing
Flooring
General Services
Blog Creation (SEO-focused articles)
Specialized Trade (plumbing, electrical, HVAC, etc.)
Other

How do you define success for this project?

6. Target Market & Geography — Are you targeting:

Local
Regional
Statewide
Nationwide

Primary market(s):

Secondary markets (if any):

7. Branding & Positioning — Do you currently have a brand guideline or visual identity?

Yes
No
Partially

How would you describe your brand today?

Are there competitors whose branding or marketing you admire?

8. Website & Digital Assets — Current website status:

Recently launched
Needs improvements
Outdated
No website yet

What is the current URL (domain) of your website?

What do you like about your current website?

What do you dislike or want to change?

Do you have access to domain, hosting, and admin credentials?

Yes
No
Not sure

Please submit your hosting and domain credentials below:

If you have your domain and hosting dashboard data, please submit it here. Send all the dashboard URLs, as well as your login and password.

9. Social Media & Content — Which platforms are you currently using?

Instagram
Facebook
LinkedIn
Google My Business
YouTube
TikTok
None

Posting frequency (if any):

Do you already have content (photos, videos, portfolio)?

Yes
No
Partially

10. Have you run paid ads before?

Yes
No

Platforms used:

Meta (Facebook / Instagram)
Google Ads
Other

Monthly ad budget (estimate):

11. SEO & Content Strategy — Are you interested in SEO-focused content (blogs, GEO optimization)?

Yes
No
Not sure

Main keywords or services you want to rank for:

12. Timeline & Priorities — Is there a specific deadline or launch date?

What is the top priority right now?

13. Communication & Workflow — Preferred communication method:

Email
Phone
Video calls

Who will approve content and decisions?

14. Additional Information — Is there anything else we should know to deliver better results?

15. Confirmation

Click here to agree

I confirm that the information provided is accurate and understand that this briefing will be used to define strategy, scope, and priorities.

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The experience your business deserves.
Our agency is trusted by more than 640 companies in 3 countries.

We have a wide range of digital services:

Websites Development

Digital Marketing Plans

Visual Identity / Logos

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