Onboarding Form | Evermore Digital

Welcome to the Evermore Digital Wizard

We're thrilled to begin this journey with you. At Evermore Digital, we don't just optimize — we align, elevate, and grow boldly together. This quick setup helps us customize your SEO and SMS tools so everything runs like magic behind the scenes.

Here's what we'll cover:

🏢 Your business details & key contacts

🔍 Your SEO foundation & goals

💬 Your SMS compliance & messaging preferences

Business Information

Let's start with the essentials about your business.

Legal Business Name *

This should match the business name on your EIN confirmation letter (CP 575)

DBA (if any)

Business EIN

Business Phone

Business Email

Business Address

This should match the business address on your EIN confirmation letter (CP 575)

Address

Street Address

Country

State

City

Postal code

Authorized Representative

Full Name *

Role/Title *

Email *

Phone *

Team & Technical Setup

Names, emails, and phone numbers of team members to add

List each team member on a separate line with their name, email, and phone number.

Business Time Zone

SEO Essentials

Let's build the foundation for your search engine success.

Website Access & Assets

Website Platform

Website Login Username

Website Login Password

Hosting Access (if separate)

Alternative: You're welcome to share credentials securely via LastPass to [email protected]

Branding Assets (logo, colors, style guide)

Tone/Preference for Content/Meta

Business & Content Strategy

Business Hours

Service Areas

Tip: If you serve clients online or in multiple cities, just list your main coverage areas. Not sure? Leave us a note — the Evermore team can help define this.

Core Services or Products

Initial Keyword Focus (5-20 terms)

Tip: Think about what your ideal clients would Google to find you. Not sure what to enter? Just leave us a few phrases or let us take the lead.

Competitor Websites

Tip: Include a few businesses you admire or compete with online. If you're unsure, no worries — we can research this for you.

Target Demographics or Customer Personas

Internal Review Process

Analytics & Tracking Access

Google Search Console Access

Google Analytics (GA4) Access

Consent to connect or create new tracking accounts

I authorize Evermore Digital to connect to the above accounts, or create them on my behalf if they do not exist.

SMS Compliance

Final details for your messaging setup and compliance requirements.

A2P Business Verification

EIN Confirmation Letter (CP 575)

Upload a copy of your EIN Confirmation Letter or CP 575 - PDF, DOCX, PNG, or JPG file is accepted

SMS Number Configuration

Preferred area code for SMS

Physical Address (for booking confirmations) *

Same as Business Address

Not Applicable (Online Business)

common.other_option

This address will be used for booking confirmations and customer communications

Forwarding Phone Number

When customers call your SMS number, calls will forward to this number