process onboarding small-business automation

How We Onboard New Clients Without the Endless Questionnaires

MC
Mike Carroll
· · 3 min read
Share:

You’ve probably been through it before. You hire someone to build your website, and the first thing they send is a 50-question form asking for information that’s already on your existing site, your Google Business profile, and your Facebook page.

It’s tedious. It’s redundant. And it signals that your web developer is going to make you do a lot of the heavy lifting.

At SaferStrategy, we took a different approach.

We Do Our Homework First

Before we ask you a single question, we analyze everything that’s already public about your business:

  • Your existing website (if you have one) - services, about page, contact info, testimonials
  • Google Business Profile - hours, reviews, photos, categories
  • Social media - Facebook, LinkedIn, Instagram presence
  • Review sites - Yelp ratings, customer feedback

Our system extracts business names, phone numbers, service lists, customer reviews, brand colors, and more. We pull together a complete picture of your current online presence.

Then We Only Ask What’s Missing

Here’s the key difference: instead of a generic questionnaire, we generate delta questions - targeted questions for only the information we couldn’t find.

If your Google Business profile has your hours? We don’t ask. If your existing site lists your services? We import them. If your Facebook has your phone number? It’s already in our system.

This typically cuts the onboarding questionnaire by 60-80%. You answer 10 questions instead of 50.

What We Gather (When Needed)

Our onboarding covers everything needed to build a complete website:

Business Identity

  • Name, tagline, industry
  • Service area and team size
  • What makes you different

Contact & Location

  • Phone, email, address
  • Business hours
  • Social media profiles

Services & Products

  • What you offer
  • Pricing approach
  • Featured services

Content & Messaging

  • Your story and mission
  • Target audience
  • Headlines and calls-to-action

Trust Signals

  • Years of experience
  • Certifications and awards
  • Customer testimonials

Branding

  • Logo files
  • Brand colors
  • Tone of voice

Starting From Scratch? No Problem

Not every business has an existing web presence. If you’re starting fresh - what we call a “greenfield” project - we walk you through the complete questionnaire section by section.

But even then, it’s organized and purposeful. Each question maps directly to something that will appear on your website. No fluff, no “nice to have” fields that never get used.

Baseline Assessment Included

For businesses with existing sites, we also run a technical assessment:

  • SEO Score - How well search engines can find you
  • Mobile Score - How your site performs on phones
  • Performance Score - Page load speed
  • Accessibility Score - Usability for all visitors

This gives us a clear baseline. When your new site launches, we can show you exactly how much we improved your online presence.

The Result: Less Work for You, Better Site for Everyone

Our smart onboarding process means:

  • Less time filling out forms - we respect that you’re running a business
  • More accurate information - imported data is verified, not retyped
  • Faster project kickoff - we can start building sooner
  • Nothing falls through the cracks - our system tracks every detail

Ready to experience onboarding that actually makes sense? Get started with SaferStrategy - we’ll do the homework so you don’t have to.