Client Onboarding Form

The information will be kept confidential and will only be used by Qode Media Professionals.

    Contact Information

    Account Setup Checklist

    Wiki page created in Confluence with added QuestionnaireProject page created in Proofhub

    Client added to

    SERP ReportBlog CalendarHootsuiteHootsuite ScheduleScorecard CalendarProject Management DocAccount Building Calendar

    Manager Setup Checklist


    All managers notified of new client duties

    SEO Setup Checklist

    Woorank report generatedWoorank errors fixedPageSpeed testingPageSpeed OptimizedFooter anchored text addedRobots added to websiteGoogle Search ConsoleBing Webmaster toolsAnalytics tag addedGoogle My BusinessBlog page createdSocial pages createdXML sitemap createdOn-Site sitemap createdAshvin informed of clientAMP Page (if applicable)Google Reviews Widget (if applicable)

    Meta Setup SEO Checklist

    Keyword Research (Did client do SEO before? Any rankings?)Keyword sent to clientTitle completedDescription createdAdded keywords, title and description to website and ConfluenceBenchmark SERP reportClient approved keywordH tags createdAlt tags created

    Social Setup Checklist

    Audit tasks completedReceived access to all platformsAdded to HootsuiteBenchmark ScorecardBusiness Instagram PageCreated Social Gmail account & added to ConfluenceUpdated recovery email on all platforms with Social Gmail AccountAdd keyword filters on Instagram for “unfollow, follow, unfollowed, followed, unfollowing, following”Add to Asana/Preferred Content Calendar PlatformFacebook Ads set up / received access to Ads account on Business ManagerPage roles and ad account roles assigned on Business ManagerCreate hashtag list