Client Onboarding Form

Welcome! I look forward to helping you grow your digital footprint via Pinterest. Please fill in this quick questionnaire at your convenience. We may have discussed some of these items during our call.

This is just a formality to formally onboard you. Information on the service cancellation policy is included at the bottom of this form.

If any of the questions do not apply to you, simply write (not applicable/pass) in the text box.

Name

First Name

Last Name

Business Name

Email Address

What is your preferred billing name & address? This is where you will receive your invoice on the same day each month. A copy of this form will also be attached to your invoice.

Please provide a link to a Google Drive that would include your brand assets, such as your logo, templates (if any), brand photos, and branding guidelines. Alternatively, you can email them to me at hello@debbieroy.com

Have you done keyword research for your website in the past? If so, can you provide some of the keywords? This is used to cross-reference keywords on Pinterest and find similar keywords where applicable.

Describe your ideal clients.

Identify challenges that you are currently facing with your marketing efforts on other platforms.

Is there any additional information that you would like to share?

Please create a Pinterest account (if not already done) once done please provide me with the login information here. If you already have an account, please share the login information.

What are some blogs, videos, or products that have done really well organically on other platforms? I use this information as proof of concept and prioritize these links on Pinterest as well. Feel free to email me this information separately if needed.

Meetings: Please select your preferred day of the week to have our occasional check-in calls. I will do my best to accommodate the day that works best for you.

Monday

Tuesday

Wednesday

Thursday

Friday

I follow the Pinterest community and advertising guidelines and will never step outside of what is allowed on the platform. From time to time, clients see "hacks" about Pinterest they would like to discuss. While this is ok, to protect your account, we should always ensure that the work we do is within the guidelines provided by Pinterest.

I understand

Privacy Statement: I do not disclose client information without prior consent. I may sometimes ask for testimonials for reference purposes. This is at the sole discretion of the client.

I understand

Monthly Fees: Organic Pinterest strategy and management services are on a month-to-month basis at the cost of 750 CAD + applicable taxes. If you wish to cancel your services, please provide me with a few days notice.

I understand

There are no refunds for Pinterest management services. If you wish to cancel, please provide a few days notice before the next month.

I understand

Add your initials to confirm and agree with the above terms.

Q&A

Q: Can I also publish to my account while you manage it for me?

A: I would prefer to take this off your plate, but if you have a piece of content that you want to share, you most certainly can share it.

Q: How to you stay on top of Pinterest changes?

A: Since I work with Pinterest on a daily basis, I quickly see new platform changes. I also test new strategies on a regular basis, read any news related to Pinterest, keep an eye on their Newsroom, and attend any webinars or events hosted by Pinterest when I receive an invitation.

Q: What is your cancellation policy?

A: Pinterest management services are offered on a month-to-month basis and can be canceled at any time with written notice from either party. If a fixed-term contract has been agreed upon, the same policy applies. Cancellations must be communicated in writing before the next invoice is paid and/or a few days' written notice. Services will continue through the remainder of the current billing cycle if the latest invoice has been paid. Invoices that are more than 10 business days late will result in services being paused or cancelled.

I look forward to helping you.

Kindest Regards,

Debbie

Client Onboarding Form

Get regular tips and updates delivered to your inbox!