PracticeGrowth.Tech

Client Onboarding — Let's Build Something Great

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Section 1 of 9 — Business Identity

1. Business Identity

Tell us about your practice's public-facing identity.

If different from your public-facing business name (e.g., LLC, PLLC, Inc.)
No worries if you don't have one — we can craft something that fits your practice.
Upload any logo files you have (PNG/SVG preferred). If you don't have one, we can help design one.
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Click to upload logo files or drag & drop
Pick your primary and secondary colors, or leave blank and we'll suggest options based on your industry.
We'll use this to pull reviews and verify your listing.

2. About the Practice

Share your story — or let us write it for you.

Share as much or as little as you'd like — we can draft or polish this for you based on your answers.
List key team members and their roles. We can write bios for each.
This is often the hardest question — take your best shot, and we'll refine it together.
Add each certification separately. We'll display them prominently on your site.

3. Services & Offerings

Select the services you offer. We'll write professional descriptions for each.

Check all that apply. Add a brief description for each (or we can write one).
Any services you offer but don't want featured prominently on the website?

4. Target Client

Who are your best clients? This shapes how we position your practice.

Click the circles to rank (1 = top priority). Select 3 to 5 profiles.
What do clients usually say when they first call you? What keeps them up at night?
Which cities, states, or regions do most of your clients come from?
e.g., restaurants, construction, medical practices, real estate investors...

5. Content & Blog Preferences

These topics drive your SEO and position you as the authority. Select what you want us to write about.

Select the topics you want us to write about. We'll build a content calendar around your selections.
Any compliance requirements? (e.g., Circular 230 disclaimers, state-specific disclosures)
Share any websites whose style, tone, or content you like — doesn't have to be in your industry.
Any articles, guides, or resources you've written that we should reference?

6. Digital Transformation & Website Vision

Let's talk about where you are today and where you want to go.

Anything you want to keep or that's working well?
What frustrates you? What do clients complain about? What's outdated?
What would your ideal website include? Check all that apply.
What do you like about them? Design, layout, tone, features?
What tasks eat up most of your or your team's time? Scheduling? Follow-ups? Answering the same questions? Document collection?
Where are you losing potential clients? Slow response times? Missed calls? No follow-up? Not showing up in search?
What tools do you use today? (e.g., QuickBooks, Drake, TaxSlayer, Calendly, email, spreadsheets)
If you could wave a magic wand, what would your ideal client experience look like from first Google search to final invoice?

7. Client Intake & Communication

How do you handle clients today? This helps us design your AI assistants.

What info do you need from every new prospect? (e.g., tax years owed, IRS notices received, income range)
What's the one thing that slows everything else down?

8. Social Proof

Reviews, testimonials, and case studies build trust before a prospect ever calls.

We'll pull your reviews to feature on the site.
Paste any client testimonials. Include name (or initials) and context if possible.
Even anonymized stories are powerful. Describe the problem, what you did, and the outcome.
Any awards, media features, speaking engagements, or professional recognition?

9. Final Notes & Submission

Almost done! Any last details and we'll get started.

When are you usually available for a quick call if we need to discuss something?
Were you referred by someone? We'd love to thank them.
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You're All Set!

Thank you for completing the onboarding form. You'll receive a PDF copy at your email shortly. We'll review everything and reach out within 24 hours to schedule a kickoff call.