Rank Local
New Client Onboarding Form
Fill this out completely — the more detail you provide, the better we can represent your business on Google. This typically takes 10–15 minutes.
Section 1 - Business Basics
1. What is the exact legal name of your business?
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2. What name do you want displayed on your Google profile? (may differ from legal name)
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3. What is your primary business address? (must be a physical address, not a P.O. box)
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4. Do you serve customers at your location, at their location, or both?
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4. Do you serve customers at your location, at their location, or both?
5. If you go to customers, what is your service area? List cities, counties, or zip codes.
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6. What is your main business phone number?
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7. What is the best phone number for customers to call? (if different from above)
8. What is your business website URL? (leave blank if none)
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9. What are your regular business hours? (include each day)
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10. Do you have holiday or seasonal hours we should know about?
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Section 2 - Services & Categories
This section helps us optimize your profile categories and service listings — the #1 factor in what searches your profile shows up for.
11. What is your main service? (e.g. Plumbing, HVAC, Roofing, Electrical)
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12. List ALL services you offer. Be as specific as possible.
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13. What are your most profitable or most common services?
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14. Are there any services you no longer offer that may still be listed online?
15. What types of customers do you primarily serve?
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15. What types of customers do you primarily serve?
16. Do you offer any emergency or 24/7 services
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16. Do you offer any emergency or 24/7 services
17. If yes, describe your emergency services:
18. Do you offer free estimates?
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18. Do you offer free estimates?
19. What brands, systems, or equipment do you specialize in? (e.g. Carrier HVAC, Kohler fixtures)
20. Do you hold any licenses, certifications, or accreditations? List them.
Section 3 - Business Description
Your business description is what appears on your Google profile. We'll write it for you — these answers give us the raw material.
21. How long have you been in business?
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22. What makes your business different from competitors? Why should someone choose you?
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23. Do you have any guarantees or warranties? Describe them.
24. What do your best customers say about working with you?
25. Is the business family-owned, veteran-owned, woman-owned, or locally-owned? (we'll highlight this)
Section 4 - Photos & Visual Content
Regular photo uploads are one of the top ranking signals. This section tells us what you have and what we need.
26. Do you have existing photos of your work, team, or vehicles we can use?
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26. Do you have existing photos of your work, team, or vehicles we can use?
27. If yes, how will you share them with us? (Google Drive, text, email, Dropbox, etc.) (Include link)
28. Do you have a company logo in a digital file?
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28. Do you have a company logo in a digital file?
29. Can you send us a photo of your team or crew? (even a smartphone photo is fine)
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29. Can you send us a photo of your team or crew? (even a smartphone photo is fine)
31. Going forward, can you send us 1–2 job site photos per week via text?
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31. Going forward, can you send us 1–2 job site photos per week via text?
Review generation is the highest-impact thing we do. The more we know about your customer flow, the better we can automate this.
32. Do you currently have a process for asking customers for reviews?
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32. Do you currently have a process for asking customers for reviews?
33. If yes, describe what you currently do:
34. How do you typically follow up with customers after a job? (call, text, email, nothing)
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34. How do you typically follow up with customers after a job? (call, text, email, nothing)
35. Can you or your team text us the customer's name and phone number after each completed job so we can send a review request?
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35. Can you or your team text us the customer's name and phone number after each completed job so we can send a review request?
36. Do you have any negative reviews online you'd like us to be aware of?
37. Is there any customer feedback or complaint we should know about before we start?
Section 6 - Google Profile Access
We need manager access to your Google Business Profile to make changes. We will never remove your ownership — we are added as a manager only.
38. Do you currently have access to your Google Business Profile?
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38. Do you currently have access to your Google Business Profile?
39. What Google account (Gmail address) is the profile currently owned under?
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40. Please invite the following email as a Manager on your profile:
aasghedom@ranklocalpa.com
41. Have you ever had your Google profile suspended or disabled?
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41. Have you ever had your Google profile suspended or disabled?
42. If yes, describe what happened:
Section 7 - Reporting & Communication
43. What email should we send your monthly performance reports to?
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44. What is the best way to reach you for quick questions?
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44. What is the best way to reach you for quick questions?
45. Is there anything else we should know about your business before we start?