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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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A

At my location (customers come to me)

B

At their location (I go to the customer)

C

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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Residential homeowners

Commercial businesses

Both residential and commercial

16. Do you offer any emergency or 24/7 services

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Yes

No

17. If yes, describe your emergency services:

18. Do you offer free estimates?

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Yes

No

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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Yes

No

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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Yes

No

29. Can you send us a photo of your team or crew? (even a smartphone photo is fine)

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Yes

No

31. Going forward, can you send us 1–2 job site photos per week via text?

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Yes

No

Section 5 - Reviews

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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Yes

No

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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Phone Call

Text Message

Email

Nothing currently

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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Yes

No

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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Yes

No

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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Yes

No

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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A