Client Onboarding Form - Lion + Panda

1Contact Information

2Website Access

3Social Media Access

4Google Access

5Competitive Analysis

6Goals

7Digital Assets

8Service Area

Thank you for choosing Lion + Panda!

Please complete the form below to help us get started with your onboarding process.

Main Point of Contact

Name

First Last

Phone

Billing Contact

Name

First Last

Phone

Website Access

To effectively manage your website, we may need access to the following:

Need help getting access to your website?

Check out our video guide for a full guide

(if applicable) Were you able to provide us with hosting access to your website?

You should have access

I need more assistance after watching the video

N/A

Please provide login credentials or indicate how access can be granted:

Is this a WordPress site?

Yes

(if applicable) Were you able to provide us with WordPress access to your website?

You should have access

I need more assistance after watching the video

N/A

Please provide login credentials or indicate how access can be granted:

(if applicable) Were you able to provide us with domain access to your website?

You should have access

I need more assistance after watching the video

N/A

Please provide login credentials or indicate how access can be granted:

Social Media Access

Please indicate if you can provide access to the following social media accounts:

Need help getting access to your Social Media accounts?

Check out our video guide for a full guide

Facebook

You should have access

I need more assistance after watching the video

N/A

Meta Business Suite

You should have access

I need more assistance after watching the video

N/A

You should have access

I need more assistance after watching the video

N/A

Instagram

You should have access

I need more assistance after watching the video

N/A

Twitter/X

You should have access

I need more assistance after watching the video

N/A

Google Access

Please indicate if you can provide access to the following Google platforms:

Need help getting access to your Google account?

Check out our video guide for a full guide.

Google Profile Manager

You should have access

I need more assistance after watching the video

N/A

Google Tag Manager

You should have access

I need more assistance after watching the video

N/A

Google Analytics

You should have access

I need more assistance after watching the video

N/A

Google Ads and/or LSA (Local Services Ads)

You should have access

I need more assistance after watching the video

N/A

Competitive Analysis

Please provide a list of 3-5 competitors, including their websites:

Goals

Please list up to three goals for your first year with us:

Digital Assets

We’re going to need your digital assets (photos, videos, logos)!

Do you have a way to share digital assets?

I have a shared drive

I need assistance

N/A

Service Area

Please upload an Excel sheet with the zip codes and/or counties that you serve:

Max. file size: 8 MB.