Onboarding Questionnaire

This form is to be filled out during Onboarding & Optimization calls.
After filling out the first part of the form, a script and set of questions will populate on the second part of the form.

1Pre-Call

2During Call

Fill This Out Before Calling Merchant

Your Name *

First

Last

Merchant Name *

First

Last

Business Name *

Active Product(s) *

Call Merchant - Begin Script/Questionnaire

<<greetings>>

We are really excited to have you on board and know there is a lot we can do to benefit [BUSINESS NAME]!

But before we begin, how has your experience with TAPLocal been so far? *

<<acknowledge>>

Now, to reiterate you’ve purchased our local SEO service that deploys your information to our network of 60+ popular maps, apps, search engines, and directories.

As of today, your business has been listed on [NUMBER ACTIVE LISTINGS] sites.

We will continue to actively manage your online presence and look for opportunities to boost your visibility.

If you ever want your information updated, feel free to let us know and we’ll enter it into our platform for you.

So far, is this all making sense to you?

<<acknowledge>>

Now, to reiterate you’ve purchased our local SEO service and AI-based advertising service.

Your ad campaign will make sure that we’re actively getting your business in front of people who don’t know about you yet.

While our local SEO service will also manage your business profiles on popular search engines and directories so your customers can find your contact info, photos, and reviews before choosing to purchase from you.

So far, is this all making sense to you?

<<acknowledge>>

Now, to reiterate you’ve purchased our local SEO technology and web design service.

Our local SEO technology deploys your information to a network of 60+ popular maps, apps, search engines, and directories.

As of today, your business has been listed on [NUMBER ACTIVE LISTINGS] sites.

If you ever want your information updated, feel free to let us know and we’ll enter it into our platform for you.

As for your website, we'll work with you to optimize the performance of your site so the people who visit your site turn into customers.

So far, is this all making sense to you?

<<acknowledge>>

Now, to reiterate you’ve purchased our web design, local SEO, and AI-based advertising service.

Your ad campaign will make sure we’re actively getting your business in front of people who don’t know about you yet.

While your local SEO service will manage your business profiles on popular search engines and directories so your customers can find your contact info, photos, and reviews before choosing to make a purchase from you.

We’ll also work with you to optimize the performance of your site so the people who do visit turn into customers.

So far, is this all making sense to you?

<<acknowledge>>

Now, to reiterate you've purchased our web design service that includes your domain, hosting, maintenance, and updates for [URL].

I reviewed the site before our call and everything looks good on my end, is there anything you notice that still needs to be completed?

<<acknowledge>>

Now that we have the site up, it’s important we figure out a way to get people onto the site.

Do you have a plan for getting visitors to your site?

<<acknowledge>>

Now, to reiterate you’ve purchased our AI-based advertising and web design services.

Your ad campaign will make sure we’re actively getting your business in front of people who don’t know about you yet.

While advertising takes time, rest assured that our intelligent platform will put your ad dollars to the best possible use 24/7.

As for your website, we install conversion tracking on the back end of the site so we can monitor performance and inform our AI of the actions your site visitors are taking.

We'll also work with you to constantly improve user experience so the people who visit your site turn into paying customers.

So far, is this all making sense to you?

<<acknowledge>>

Now, to reiterate you’ve purchased our AI-based advertising service.

Your ad campaign will make sure we’re actively getting your business in front of people who don’t know about you yet.

While advertising takes time, rest assured that our intelligent platform will put your ad dollars to the best possible use 24/7.

We'll need to install conversion tracking on the back end of your site so we can monitor performance and inform our AI of the actions your site visitors are taking.

So far, is this all making sense to you?

<<acknowledge>>

The first 90 days are what we call the ramp-up phase.

This is when we deploy your info to our network of 60+ sites and enrich your listings with photos, service lists, posts, and promos.

This way when people do search for your business on sites like Google, Yelp, Bing, or Yahoo, your listings have all the information customers need to choose you over your competitors.

<<acknowledge>>

The first 90 days are what we call the ramp-up phase.

This is when we deploy your info to our network of 60+ sites and enrich your listings with photos, service lists, posts, and promos.

As for your ad campaign, we'll test out different ad copies and targeting profiles to figure out which work best for your offering and local market.

We'll also tweak your campaigns and make the revisions necessary to stabilize performance.

This way you can confidently allocate additional budget knowing you'll get a steady stream of calls, purchases, or leads from the campaign.

<<acknowledge>>

The first 90 days are what we call the ramp-up phase.

This is when we deploy your info to our network of 60+ sites and enrich your listings with photos, service lists, posts, and promos.

We'll also test out different ad copies and targeting profiles to stabilize performance for your campaign.

As for your website, we'll be looking to optimize user experience now that we have a steady stream of traffic from the ad campaign.

<<acknowledge>>

The first 90 days are what we call the ramp-up phase.

This is when we get your site up and running so you can start driving traffic to it.

Again, until you have a source of traffic for the site, there won't be a lot of activity (if any), but we'll look for ways to improve performance for the people who you tell to visit your site.

<<acknowledge>>

The first 90 days are what we call the ramp-up phase.

This is when we get your site up and running so it's ready for your campaigns to drive traffic to it.

Once your ads are live, we'll test out different ad copies and targeting profiles to figure out which work best for your offering and local market.

We'll also tweak your campaigns and make the revisions necessary to stabilize performance.

This way you can confidently allocate additional budget knowing you'll get a steady stream of calls, purchases, or leads from the campaign.

<<acknowledge>>

The first 90 days are what we call the ramp-up phase.

This is when we test out different ad copies and targeting profiles to figure out which work best for your offering and local market.

We'll also tweak your campaigns and make the revisions necessary to stabilize performance.

This way you can confidently allocate additional budget knowing you'll get a steady stream of calls, purchases, or leads from the campaign.

With that being said, it’s helpful for us to hear what you need in order to consider your services successful? What exactly are you hoping to receive from the services you've purchased so far? *

<<acknowledge>>

Thank you for taking the time to speak with me.

I’m going to set up a time for us to meet again on ____.

Let me know if anything comes up in the meantime.

You can reach us at [email protected] or by phone at 844-899-8559.

We resolve tickets within 1-2 business days.