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3. Client OnboardingBloom + Brilliance2021-06-16T21:42:01+00:00

Client Onboarding

1Client Information

2Domain, Hosting + Email

3Social Media + Marketing

4Payment + Shipping Integration

5Contact Page Information

6Final Questions

First Name*
Last Name*
Email Address*
Phone*
Website*
Business Name*
Address*
For Bloom + Brilliance billing and administrative purposes. Your address will not be shared with other people or companies, and not published anywhere.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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Credit Card Information
Do we have permission to keep your Payment Information securely on file? If Yes, please provide verbally.
- Yes
- No
Do you need domain/hosting purchased + set up?
- Yes
- No
- Domain Only
- Hosting Only
Domain Company URL
Where you purchased or registered your domain name.
Domain Username
Username or account number you use to log into your domain account.
Domain Account Password
The password you use to log into your domain account.
Hosting Company URL
Where you purchased your website hosting plan. Often (but not always) where you purchased your domain name.
Hosting Account Username
The username or account number you use to log into your hosting account.
Hosting Account Password
The password you use to log into your domain account.
Do you already have your domain email address set up?
- Yes
- No
What email client do you currently use?
For example, do you login via gmail or outlook, etc.
What custom emails do you have set up? Please list which addresses you would like to keep.
If you would like us to set up your email addresses, please type the exact addresses you would like us to use here:
We recommend that you get a Business Account via Google Workspace, which is something we can help you set-up. It's $8/month per email address, and Google Workspace is free as an organization center. A business account via Google Workspace gives you more control of your emails, and more storage than the free version.

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Which of the following do you have/want business accounts for?
If you currently do not have one, but need one, please check it off.
- Select All
- Google
- Email Marketing
- Online Booking
- Facebook
- Instagram
- Twitter
- LinkedIn
- Pinterest
- YouTube
Google Account Email (For Analytics and Map)
Google Account Password
Email Marketing URL
Email Marketing Username
Email Marketing Password
Online Booking Company URL
Online Booking Username
Online Booking Password
Facebook Page URL
Instagram Login
Instagram Password
For Website Integration
Twitter Page URL
LinkedIn Page URL
Pinterest Page URL
Youtube Page URL

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Does your website need to accept online payments of some kind?*
- Yes
- No
If yes, please enter your preferred payment merchant, your account username, email address and password. If there is any other information we would need, please include it.
Popular online payment merchants include Stripe, Square, PayPal, etc.
Will your website be shipping physical products?*
- Yes
- No
If yes, please enter your preferred shipping set up. Also include account log information if you have a Canada Post, UPS or other shipping account you would like use to integrate with the site. If there is any other information we would need, please include it.
Popular shipping options are: Flat Rate (one rate per item, or per order, can be set by location) By Weight/Size (You will need the measurements of your products) Free Shipping (often with a coupon or minimum order amount) Table Rate Shipping Etc.

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Email Address (To use for website contact page)
Address (To use on website contact page)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Second Location Address (To use on website contact page)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone Number (To use on website contact page)
Hours of Operation (If applicable)

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Have you registered your Business Name?
- Yes
- No
- I need help with this
If you have a logo, have you submitted it for Trademark?
- Yes
- No
- I want to
Please submit your current logo
Maximum File Size: 250MB Or, email it to hello@bloomandbrilliance.com
Drop files here or

Max. file size: 250 MB.
Do you require a 'Coming Soon' Page?
(while we build your website)
- Yes-- I currently have no website
- No-- My current website will do the trick
- Tell me what I need, I don't know
Do you have a Mission Statement or Bio for your Business?
Please share it below.
Current Status of your Website Copy (Content)?
- None
- Just Starting
- Rough Draft
- Final Draft
When is your business birthday? 🎂
We'd love to celebrate your business birthday with you!

With your consent, we'll send you a special birthday surprise, and do a feature post on your business on our social media channels the day of, and in our newsletter during your birthday month.

MM slash DD slash YYYY
Final Notes
Optional

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