New Client Onboarding – MN8 Digital

1About your business

Business name, exactly as customers should see it *

Legal / registered company name (if different)

In one sentence — what do you do, and for who?

Year you started

Do you have a logo?

Yes — I'll send the fileYes, but only printed / on the vanNo — I'd like one made

2You

Your name *

Your job title

Best phone number for you

Best email for you *

Best way to reach you

WhatsAppCallTextEmail

Best time

MorningAfternoonEvening

If you're away, who else can we deal with? Name + number

3Money bits (private — never shown to customers)

Who pays the invoices? Name

Email address for invoices

VAT registered?

YesNoDon't know

4Your address

Full business address + postcode — the one you want shown on Google

Do customers come to you, or do you go to them?

They come to meI go to themBothOnline only

Which towns or areas do you want MORE work from? (up to 5)

Have you moved in the last 5 years — could an old address still be floating around online?

YesNoNot sure

If yes — the old address was:

5Phone & enquiries

The ONE phone number to show everywhere *

Which way do you LIKE enquiries to come in?

Roughly how many enquiries a month do you get now? (a guess is fine)

We prove our work by counting your enquiries. Is it OK if website enquiries also send a copy to our system, so we can show you what we got you?

YesNoExplain it to me first

6Your website

Do you have a website?

YesNo

Website address

Who built it, and roughly when?

Where is it hosted / where did you buy the domain (web address)? e.g. GoDaddy, IONOS, 123-Reg

Anything on the site you'd hate to lose?

7Connect your accounts (a few clicks each)

For each one, pick what's true. If it's yours, a box opens with a button that takes you straight to the right page — paste our email, press Save, tick "Done". About 10 minutes for the lot.
"Someone else has it" or "Don't know" is fine — we'll send them their own link.
⚠ Never type passwords here. You give MN8 its own access. You can remove it any time.

Google Search Console (how Google sees your site)

I have itSomeone else has itDoesn't existDon't know

Press the button — it opens your Search Console users page.
Press Add user, paste our email, set permission to Full, press Add.

Open Search Console users →

Wrong site, or it says you don't have access? Open Search Console, pick your site, then Settings → Users and permissions.

Done — I've added MN8

No problem — we'll set it up for you.

Google Analytics (visitor numbers)

I have itSomeone else has itDoesn't existDon't know

Press the button to open Google Analytics.
Click Admin (the cog, bottom left) → Account access management → the blue + → Add users.
Paste our email, tick Editor, press Add.

Open Google Analytics →

Done — I've added MN8

No problem — we'll set it up so we can count your visitors and enquiries.

Google Business Profile (your listing on the map)

I have itSomeone else has itDoesn't existDon't know

Press the button and pick your business.
Open Business Profile settings (the ⋮ menu) → People and access → Add.
Paste our email, choose Manager, press Invite.

Open your Business Profile →

Done — I've invited MN8

We'll create and verify one with you — it's one of the biggest wins for local work.

Google Ads (only if you run, or want, Google adverts)

I have itSomeone else has itDoesn't existDon't know

Nothing to set up. Just type your 10-digit customer ID — it's at the top right of Google Ads, like 123-456-7890. We send an invite from MN8's manager account; you get an email and press Accept. That's it.

Google Ads customer ID

If you want adverts, we'll create the account under MN8 for you — nothing for you to do.

Facebook page

I have itSomeone else has itDoesn't existDon't know

Instagram

I have itSomeone else has itDoesn't existDon't know

Nothing to set up now. Paste your Facebook Page link below. We send a request from MN8's business account; you get a notification in Facebook / Meta Business Suite and press Approve. Instagram comes along with it if it's linked to the Page.

Facebook Page link

We run (or want) Facebook / Instagram adverts

Not sure you're the owner? Some Pages belong to an old agency's or a partner's business account. If so, put who in the box at the bottom.

Website admin login

I have itSomeone else has itDoesn't existDon't know

Press the button (log in if it asks).
Username mn8digital, paste our email, Role Administrator, press Add New User.

Open your Wix dashboard → Settings → Roles & Permissions → Invite People.
Paste our email, pick Admin (Co-Owner) or Website Manager, press Send Invite.

Settings → Permissions & Ownership → Invite Contributor.
Paste our email, tick Administrator, press Invite.

Settings → Users and permissions → Add staff.
Paste our email, give full permissions, press Send invite.

Add our email as an admin / staff user in your website builder. Stuck? Leave "Done" unticked and we'll walk you through it on a 5-minute call.

Open my website admin →

Done — I've added MN8

Anything else (booking system, Checkatrade…) — and who has that login?

Anything you marked "Someone else has it" — who? Name + email for each, e.g. "Facebook — Sam Jones, sam@oldagency.co.uk". We'll send them their own link.

If an old web company or a mate "has all that stuff", their name + contact:

8Your Google listing (the one on the map)

Do you have one?

Yes — I set it upYes — someone else set it upNot sureNo

Which email address / Google account owns it?

Is the name, address and phone number on it correct TODAY?

YesNoNot sureDon't have one

Are the opening hours on it correct?

YesNoNot sureDon't have one

9What you sell

Your top 5 services or products, best money-maker first — add "from £…" prices if you can

Which ONE do you want more of?

Anything people ask you for that you DON'T do?

10Your customers

Describe your ideal customer in plain words

They're mostly:

HomeownersBusinessesBoth

A typical job or order is worth about (£)

Busiest months

Quietest months

11Why people pick you

In your own words — why do customers choose you over the other lot?

Qualifications, accreditations or awards? e.g. Gas Safe, Which? Trusted Trader, City & Guilds

12Proof — this makes the biggest difference

Roughly how many, on your best one?

Can we NAME customers or companies you've worked with, in your marketing?

YesNo — keep them private

If yes — the names:

Can you send us 10+ photos of your work / your place?

YesNoWe'd need photos taken

A job or story you're proud of, that we could write about

13The competition

2–3 businesses you keep losing work to, or see everywhere

Anyone you'd HATE to be compared to?

14How you talk

Words or claims you'd NEVER want us to use

What do customers actually CALL what you do? (their words, not trade words)

15Social media

The @names / page names for the ones you ticked

Who posts?

MeStaffNobody really

16What winning looks like

In 6 months, what would make you say "that was worth every penny"? (tick all)

More phone callsMore bookingsMore visits to the shop / venueShowing up on GoogleBeating a rivalLooking more professional

If "beating a rival" — who?

How many enquiries a month would make you happy?

17House rules

Anything off-limits? (topics, photos, prices shown online, certain jobs…)

Before things go on your website:

I want to approve everything firstJust check the big stuff with meI trust you — crack on

Who gives the yes? Name:

18Send it

Everything above is right as far as I know, and I'm happy for MN8 to get started.

Type your full name to sign

Leave this box empty

We only use what you tell us here to run your marketing. It's never sold or shared.

Let’s get you started

1About your business

2You

3Money bits (private — never shown to customers)

4Your address

5Phone & enquiries

6Your website

7Connect your accounts (a few clicks each)

8Your Google listing (the one on the map)

9What you sell

10Your customers

11Why people pick you

12Proof — this makes the biggest difference

13The competition

14How you talk

15Social media

16What winning looks like

17House rules

18Send it