Listings Management Onboarding Form

1. Agency Details

Agency Name

Agency Phone

Agency Email

2: Basic Business Details (For End Client)

Business Name

Website URL

Primary Contact Person

Email Address

Phone Number

Address

Address Line 1

City

State

Zip Code

Business Categories

Brief Business Description

3: Operational Details

Business Hours

Holiday Hours (if applicable)

Year Established

Languages Spoken

Service Areas

4: Online Presence & Credentials

Google Business Profile (GBP)

Facebook Business Page URL

Instagram Handle (optional)

Website / URL

Other listings or directories to prioritize (optional)

please Business (e.g.,

5: Media Assets

Business Logo

Click or drag a file to this area to upload.

Cover Photo or Storefront Image

Click or drag a file to this area to upload.

Additional Images

Click or drag a file to this area to upload.

Short Brand Tagline or Motto

6: Access & Verification

Do you have access to your Google Business Profile?

Yes
No (we’ll send a request)

Is the business already listed on other directories (Yelp, Bing, Apple Maps)?

Yes
No
Not Sure

Has the business ever changed

Do you have any duplicate listings you'd like us to remove?

Yes
No
Not Sure

7: Communication Preferences

Name

Email

Phone

Preferred Communication Method

Email
Slack
Phone
Other

Preferred Frequency for Reporting

Monthly
Bi-Monthly
Quarterly

8. Communication & Reporting Preferences

Who will be the point of contact from the Client-Facing Agency?

Name

Email

Phone

Preferred Reporting Frequency:

Monthly
Bi-Monthly
Custom (please specify)

9: Additional Notes

Any special offers, products, or seasonal services we should highlight?

Other notes or important info (e.g., do not publish certain images, hours vary, etc.)