Complete the form below. Reach out to your onboarding specialist if you need assistance.

Step 1 of 12 - Welcome to GreenStar Marketing

Comments

This field is for validation purposes and should be left unchanged.

General information

Your name(Required)

First Last

Your company's name(Required)

Your email(Required)

Your company's website(Required)

Main office phone(Required)

Number of employees

Your time zone

Your business address(Required)

Street Address Address Line 2 City State ZIP Code

What services have you purchased from GreenStar Marketing?

Marketing Services

Website Services

Branding Services

Provide the full name of the primary contact

This person will be responsible for reviewing/approving all marketing activities.

First Last

Provide the email for the primary contact who will correspond with GreenStar

Full Name

Role

Which members of your team will we be working with?

Add up to 10 repeated fields.

Full Name

Role

How would you describe your brand in 3 words?

Brand Guidelines (file upload)

Please Upload any Brand Guidelines (If Applicable)

Drop files here or

Accepted file types: jpeg, jpg, png, pdf, Max. file size: 256 MB.

Logo File(s) (file upload)

Highest quality available (.eps, .ai, .psd, .svg, .png, etc)

Drop files here or

Accepted file types: eps, ai, psd, svg, png, Max. file size: 256 MB.

Would you like the content produced for your business to be more thought leadership or more sales-focused? Do you want it to be promotional or educational or a blend of both?

Do you want your content to sound more conversational/casual or more professional/polished?

Are there any brands that are comparable to your brand voice that our writers can use as inspiration?

Are there specific terms you would like us to refrain from using?

What products or services do you offer? Please provide as much detail and supporting documentation as possible.

Do you resell any platforms or products? Please state which.

Which underlying Communications Platform do you sell (NetSapiens, Coredial, SkySwitch, Homegrown, etc)

List your preferred manufacturers (Yealink, Avaya, etc) & model numbers:

Please upload any product or service documentation you have:

Drop files here or

Accepted file types: pdf, doc, docx, Max. file size: 256 MB.

Please upload any product screenshots you have:

Drop files here or

Accepted file types: png, svg, eps, ai, webp, jpeg, jpg, Max. file size: 256 MB.

What is your company's purpose or mission?

What are your core values and how do they affect how you speak to your audience?

Who are your top 3 competitors?

List the URLs of your competitors below.

What do you find impactful in regards to your competitors' branding?

What makes your business stand out from the competitors? What makes you unique?

Describe your target audience:

Think about your current customers and whom you want to add to that list. This can be a specific vertical, company size, demographic, geographical location, etc.

Who do you want your content to speak to?

ex: IT managers, owners, CFOs, etc.

What pain points do you solve for your audience?

What does your typical sales journey look like?

Please share any additional information you believe valuable to building your perfect persona.

What are your marketing goals?

What are your biggest marketing challenges?

Which marketing initiatives are or have been successful for you in the past?

What do you like and dislike about your current marketing strategy?

Which marketing tools are you currently using?

Select the Social Media accounts you currently have:

Twitter (X)

Facebook

Instagram

YouTube

TikTok

Account Access Information

Please follow all instructions and fill out fields to the best of your ability. If you need help, please contact your onboarding project manager for assistance.

Do you have a current Google Analytics account?(Required)

Yes

Google Analytics

Head to https://analytics.google.com/ to access your existing Google Analytics account(s) and add mrktng.gstar@gmail.com as an admin.

No worries! We'll walk you through everything

GreenStar will work with you to create an account if you do not currently have one.

Please note that without a current account, there will be no past analytical history.

Do you have a current Google Search Console account?(Required)

Yes

Google Search Console

Head to https://search.google.com/search-console/about by clicking the "Start now" button and add mrktng.gstar@gmail.com with Full permissions.

Understood!

We'll let your Marketing Manager know that you do not have an existing account. If available within your contracted services, your team will help you with the creation and optimization of this account.

No action needed from you right now – we'll handle the coordination.

Do you have a current Google My Business Profile account?(Required)

Yes

I'm not sure

Google My Business Profile

Head to https://business.google.com/ to access your existing Google My Business profile(s) and add mrktng.gstar@gmail.com as a manager.

Understood!

No action needed from you right now – we'll handle the coordination.

Let's find out together!

Head to https://business.google.com/ to see if you have an existing Google My Business profile(s).

If yes, add mrktng.gstar@gmail.com as a manager.

Is social media included in your package?(Required)

Yes

Enter the username for your X/Twitter account.

Enter the password for your X/Twitter account.

Facebook Account Access

Since Facebook requires additional security steps, your onboarding specialist will reach out separately with personalized instructions for granting access to your Facebook business accounts.

No action needed from you right now – we'll handle the coordination and guide you through everything when the time comes.

LinkedIn Account Access

Since LinkedIn requires additional security steps, your onboarding specialist will reach out separately with personalized instructions for granting access to your LinkedIn business accounts.

No action needed from you right now – we'll handle the coordination and guide you through everything when the time comes.

Instagram Account Access

Since Instagram requires additional security steps, your onboarding specialist will reach out separately with personalized instructions for granting access to your Instagram business accounts.

No action needed from you right now – we'll handle the coordination and guide you through everything when the time comes.

YouTube Account Access

Since YouTube requires additional security steps, your onboarding specialist will reach out separately with personalized instructions for granting access to your YouTube business accounts.

No action needed from you right now – we'll handle the coordination and guide you through everything when the time comes.

So, about TikTok...

We do not currently offer TikTok management services at this time. Our team focuses on delivering exceptional results across other major social media platforms.

If TikTok management becomes available in the future, we'll be sure to reach out with updates.

Does your contract include email marketing services?(Required)

Yes

I'm not sure

What email marketing tool do you currently use?

Mailchimp

HubSpot

Zoho

Constant Contact

Other

None at this time

Please provide your MailChimp Administrator’s email address(Required)

An invite will be sent to this address

User Access Required

Please add stephanie@greenstar-us.com as a user to your instance.

User Access Required

Please add adminteam@greenstar-us.com as a user to your instance.

User Access Required

Our team will be in touch shortly to discuss providing access to your account.

Use this field to note what tool you are currently using for email marketing

Our team will be in touch soon to discuss our access.

We'll handle this for you

Our team will be in touch to discuss creating an email marketing account with you at a later date.

Email List Information

Please provide any information regarding email targeting to your contacts.

Website Access Required

In order to make updates to your website (add pages, publish blogs, improve your SEO, etc.), our team requires access. Please to the best of your ability, complete the steps below:.:

What is your website built on?

WordPress

Wix

Squarespace

Webflow

Custom-built site

I’m not sure

Other

Custom Site Coordination

With custom-built sites, GreenStar will not be responsible for making web changes, publishing blog posts, etc, and we ask that this responsibility be passed onto your web developer.

Please confirm if it is okay for the GreenStar Team to request web changes, and if possible, provide the best contact for us to initiate these updates with.

WordPress Admin Access

Please log into your WordPress instance and add adminteam@greenstar-us.com as an administrator user.

Unsure how to add a user? Here is a helpful guide.

Wix Admin Access

Please log into your Wix instance and add adminteam@greenstar-us.com as an administrator user.

Squarespace Admin Access

Please log into your Squarespace instance and add adminteam@greenstar-us.com as an administrator user.

Webflow Admin Access

Please log into your Webflow instance and add adminteam@greenstar-us.com as an administrator user.

Got it! We'll take it from here

Our team will reach out for access and coordinate any necessary setup based on your platform and service plan.

No action needed from you right now – we'll handle the coordination and guide you through any required steps.

What is your website built with?

Elementor

Divi

Beaver Builder

WPBakery

I’m not sure

Other

Where is your website hosted?

GoDaddy

Bluehost

SiteGround

HostGator

WP Engine

Kinsta

DreamHost

I’m not sure

Other

How are your website forms built?

Native site forms (built into the website platform, e.g. WordPress form plugin, Wix form, Squarespace form)

CRM forms (e.g. HubSpot, Salesforce, Zoho, etc.)

Marketing automation tool forms (e.g. Marketo, Pardot, ActiveCampaign)

Third-party form tool (e.g. Gravity Forms, Typeform, Jotform, Google Forms)

I’m not sure

What are your website goals?

Educate potential and current customers

Convert visitors to leads

Provide basic support for existing customers

What do you like about your existing website?

What do you dislike about your existing website?

Are there any websites that you really like?

We recommend sharing at least 4-8 references. This is a crucial step in ensuring our designs line up with your taste and can have a drastic effect on the first draft of your site if not provided. List the URLs of your favorite websites below and tell us what you like or dislike about them

How would you describe your design style?

Bold - striking imagery with color-contrasting sections

Playful - bright colors complimenting each other with gradient hues

Minimalist - neutral tones with splashes of color

Informative - quick to the point with less spacing

Is there anything else you would like our content team and web designers to know?

List things like legal requirements, internal tools that will need integrating, etc.

Why are you looking to modify your branding?

How would you describe your ideal branding?

What attributes and/or emotions would you not want associated with your brand?

What logo style do you prefer?

Logotype: This format includes your company’s name in stylized typeface and/or your company initials in a simple shape

Abstract: This format includes abstract shapes and symbols that convey a specific idea or attribute

Pictorial Mark: This mark includes literal or representative imagery to symbolize your brand

Emblem or Enclosure: This features the name or initials of the company, usually as part of a pictorial element or shape

Web 2.0: Common elements typically include vibrant colors, a subtle 3D feel, bold type, color transitions, shadows, gloss and reflection

Contemporary: Common elements include fresh colors, stylized imagery, and clean type

Classic: Common elements include timeless colors, literal imagery, and traditional type

Detailed/Stylized: Common elements include detailed textures, flowing lines, and distinctive type

Complex Illustration: These include a hand-drawn feel depicting a scene or character

What colors represent your brand?

What colors do you not want used for your brand?

What style of font do you feel best represents your brand?

Serif

Slab Serif

Sans Serif

Blackletter

Is there a tag line that needs to be included in the new branding? If so, please provide.

Do you have any specific ideas in mind for your logo or any references that you like as inspiration?

Is there anything else you’d like to add that isn’t already covered?

This...or That

Using the scale below, please describe your ideal brand to the best of your ability - 1 being closer to the first option, 5 being closer to the second option.

Masculine/Feminine

1 - Masculine

3 - Neutral

5 - Feminine

Simple/Intricate

1 - Simple

3 - Neutral

5 - Intricate

Grey/Colorful

1- Grey

3 - One to two colors

5 - Color

Conservative/Extravagant

1 - Conservative

5 - Extravagant

Approachable/Authoritative

1 - Approachable

3 - Industry thought leader

5 - Authoritative

Necessity/Luxury

1 - Necessity

5 - Luxury

Fun/Serious

1 - Fun

3 - Helpful

5 - Serious

Professional/Casual

1 - Professional

5 - Casual

Modern/Classic

1 - Modern

5 - Classic

Sporty/Elegant

1 - Sporty

5 - Elegant

Extreme/Safe

1 - Extreme

5 - Safe

Communication Preferences(Required)

GreenStar Marketing is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other products or services that may be of interest to you. If you consent to us contacting you for this purpose, please tick below to say how you would like us to contact you:

I agree to receive other communications from GreenStar Marketing.

Data Processing & Storage Consent(Required)

In order to provide you the service or content requested, we need to store and process your personal data. If you consent to us storing your personal data for this purpose, please tick the checkbox below.

I agree to allow GreenStar Marketing to store and process my personal data.

Your Privacy Rights

You may unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our Privacy Policy.

Your privacy is important to us and you have full control over your communication preferences.

Welcome to Your GreenStar Marketing Onboarding!

We’re excited to get started! To make sure our team has everything we need to launch your project smoothly, please complete the onboarding form to the best of your ability.

Why this matters

Your responses help us:

Understand your brand, goals, and priorities
Gather the technical details and account access needed for setup
Build a strategy that fits your business perfectly

What to expect

The forms should take about 30 minutes to complete.
Once submitted, our team will review your information and follow up with next steps.
All information is kept secure and confidential.

If you have any questions as you go, don’t hesitate to reach out to your account manager.

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General information

Account Access Information

Google Analytics

No worries! We'll walk you through everything

Google Search Console

Understood!

Google My Business Profile

Understood!

Let's find out together!

Facebook Account Access

LinkedIn Account Access

Instagram Account Access

YouTube Account Access

So, about TikTok...

User Access Required

User Access Required

User Access Required

We'll handle this for you

Website Access Required

Custom Site Coordination

WordPress Admin Access

Wix Admin Access

Squarespace Admin Access

Webflow Admin Access

Got it! We'll take it from here

This...or That

Your Privacy Rights

Welcome to Your GreenStar Marketing Onboarding!

Why this matters

What to expect

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