Client Onboarding | Lashmar Marketing

Core Business Information

Tell us about your business and how to contact you.

Primary Contact

Full Name

Email Address

Phone Number

Business Details

Registered Business Name

Trading Name

If different from registered name

Business Address

Address Line 1

Address Line 2

City / Town

County

Postcode

Public Contact Details

Business Phone

Business Email

Business Credentials

Year of Formation

Company Reg. Number

VAT Number

Business Owner(s)

Tell us about the people behind the business. This helps us build your About page.

Owner 1

Full Name

Role / Title

Photo

Upload a photo for use on your website

Click or drag file here

Short Bio

Email

Phone

Services & Target Market

Help us understand what you do and who you serve.

Your Services

Service 1

Service Name

Service Description

Service Area

Service Radius (miles)

Target Market

Target Audience

Unique Selling Proposition (USP)

Primary Business Goal

What is your primary goal?

More phone calls More form submissions Brand awareness E-commerce sales Other

Please specify your goal

Trust & Accreditations

UK-specific credentials that build customer trust.

Public Liability Insurance

Do you have public liability insurance?

Yes No

Coverage Amount

Trade Accreditations

Accreditation 1

Accreditation Name

Certificate Upload

Upload certificate or accreditation document

Click or drag file here

Vetting & Review Platforms

Platform 1

Platform Name

Profile URL

Current Digital Footprint

Tell us about your existing online presence.

Existing Website

Do you currently have a website?

Yes No

Website URL

Hosting / Domain Provider

Google Business Profile

Do you have a Google Business Profile?

Yes No Don't Know

Google Business Profile URL

Social Media Profiles

Social Media 1

Platform Name

Profile URL

Online Directories

Directory 1

Directory Name

Listing URL

Security Note: For your security, please DO NOT enter any passwords in this form. We will provide a secure portal to collect CMS, Hosting, and Google access credentials later in the onboarding process.

Branding & Design

Help us understand your visual identity and preferences.

Logo

Do you have an existing logo?

Yes No

Upload your logo

Upload high-res logo (Vector/EPS/PNG preferred)

Click or drag file here

Do you need us to design a logo for you?

Yes No

Brand Identity

Brand Colours

Marketing Materials

Existing marketing materials (brochures, vehicle wraps, etc.)

Click or drag files here

Design Preferences

Preferred tone of voice

Professional & Authoritative Friendly & Approachable Highly Technical Other

Design Inspiration

Technical Access & Next Steps

Final details to help us get started.

Analytics

Do you have Google Analytics and Google Search Console set up?

Yes No Don't Know

Communication Preferences

How would you prefer us to contact you?

Email Phone WhatsApp

Additional Information

Anything else?

Security Note: For your security, please DO NOT enter any passwords in this form. We will provide a secure portal to collect CMS, Hosting, and Google access credentials later in the onboarding process.

Review Your Answers

Please check everything looks correct before submitting.

Core Business Information

Business Owner(s)

Owner 1

Services & Target Market

Service 1

Trust & Accreditations

Accreditation 1

Platform 1

Current Digital Footprint

Social Media 1

Directory 1

Branding & Design

Technical Access & Next Steps

Review Your Answers

Thank You!