Fractional CMO Client Intake Form

This field is for validation purposes and should be left unchanged.

Contact person completing this form*

(Name – Required)

Best email for follow-ups*

(Email – Required)

Best phone/text*

(Phone – Required)

Estimate 15–25 minutes. You can Save & Continue anytime.

Legal business name*

Doing Business As (DBA) / Fictitious Name If Any*

Primary location address*

Website URL*

Main practice phone*

General Business Email*

(Email - Required)

Number of Employees

Years in business

Office hours

Day

Open

Notes

Owner/Manager Name*

Owner/Manager Email*

Owner/Manager Phone (Mobile Preferred)*

Marketing/Office Contact Name*

Marketing/Office Contact Email*

Marketing/Office Contact Phone*

Technical/IT Contact Name

Technical/IT Contact Email

Who Approves Content/Ads?

Owner

Office Manager

Marketing Lead

Other

Do you have additional locations?

Yes

Add locations*

Name

Address

Phone

Booking link

Top 3 priority services to grow

Service 1

Service 2

Service 3

Languages spoken

List Any Ongoing Offers/Special(s)

E.g. Discounted pricing/offers with any exclusions, limits, or expirations.

One-sentence value proposition for your business*

Why choose you?

Brand tone

Warm

Clinical

Family-friendly

Luxury

Minimally invasive

Tech-forward

Faith-friendly

Other

Your Top 3 Competitive Differentiators

Differentiators 1

Differentiators 2

Differentiators 3

Logo upload

Drop files here or

Accepted file types: jpg, jpeg, png, pdf, svg, Max. file size: 128 MB.

Brand colors / fonts (include hex# color codes if known)

Your brand color palette (your graphics designer will have this)

Google Business Profile URL

GBP primary categories

Google Business Profile Account Owner Email(s)

Which Google account(s) currently own your business listing?

Invite our agency emails to co-own GBP (sean@leadeagle.io + integrations@leadeagle.io)

Yes, invitation sent

Please invite both the above emails as account owners from the primary owner account.

Bing Places (URL)

Yelp (URL)

Facebook Page (URL)

Instagram (URL)

YouTube (URL)

TikTok URL (e.g. tiktok.com/@MyBusiness)

Your Tiktok URL including your acct @ name

LinkedIn (URL)

X Formerly Twitter (URL)

Other Directories (URLs)

Any other major directory or industry niche site listing your business may have

Google Analytics 4 (GA4) property URL

Google Tag Manager (GTM) container ID

e.g., GTM-XXXX

Is Website Google Search Console (GSC) verified?

Yes

Unsure

Google Ads Customer Account #/ID (if one exists)

10-digit Google Acct #

Website Content Management System/Platform

Website Admin URL (e.g. https://mysite.com/wp-admin/)

Website Admin Email(s)

List the website admin email address(es)

Website Hosting Provider

Where your website is hosted (e.g. WPEngine, WPX, GoDaddy, etc.)

CDN/Firewall

Domain Registrar

Where your domain name was registered (e.g., GoDaddy, Google Domains, CloudFlare, Namecheap, etc.) May be different from website hosting company.

DNS Managed At

Where your DNS zone file for your domain is hosted, if known (typically either the same place as domain registrar or website host but not always)

Website SSL Status

Setup of your website's SSL certificate, if known

Staging site (URL)

Invite our agency email for access team@leadeagle.io Please invite this email as Admin/Manager.

Admin Access Invite Status?

Have you invited our team yet?

Notes

Meta Business Manager URL

Meta Pixel ID(s)

Ad Accounts (Google/Meta/Microsoft) URLs

Monthly ad budgets (by channel)

Channel

Budget

Notes

Conversion goals

Calls

Form fills

Online booking

Directions

Other

Call tracking platform

Phone numbers to track

Reputation/Review Management Software (if any)

Birdeye

Podium

BrightLocal

Yext

SOCi

Other

Review Request Method/System?

Online Scheduling Software

Preferred Method for Lead Delivery (check all that apply)

Call

Text/SMS (requires A2P certification)

Scheduler link

List All Intake Questions We Must Use with Leads

Review platforms to prioritize? (check most important for you)

Google

Yelp

Facebook

Other

Select ones that may need more help than others.

List 5 Positive Recent Reviews (w/reviewer info)

Negative Review Handling Protocol? (Recommend Responding to All)

How should incoming negative reviews be handled (ignore, delete if possible, reply on your own, ask us to reply, ask us for content to reply with, etc.)

Photo/video library upload

Drop files here or

Accepted file types: zip, jpg, png, pdf, mp4, jpeg, Max. file size: 128 MB.

Customer Photo/Video Consent Process?

How do you obtain consent from customers providing creative?

List Any Legal Disclosures We Must Include in Content/Ads

ADA accessibility statement present on website?

Yes

Lack of ADA accessibility features can result in ADA lawsuits

Primary Service Area (list all cities/ZIPs)*

e.g. list all cities, counties, ZIPs, regions, or nationwide, etc.

Top 3 Competitors

Name

URL

Monthly New Client Goal*

Maximum Cost Per Lead / Booked Appointment

What's your ideal maximum cost per? (what are you willing to pay for a lead)

Priority Service Split/Weighting (e.g., % service 1 vs service 2 focus weighting)

% breakdown of your products/services we should focus on promoting in campaigns

I confirm I will invite the agency emails (sean@leadeagle.io + integrations@leadeagle.io) to all accounts listed timely*

Yes, I agree.

We cannot work until we have access to your accounts, so time is of the essence.

Additional notes / constraints

Signature

Fractional CMO Client Intake Form

Search engine