Premier Cellar Email Marketing Agency

Client Onboarding Form

Client Onboarding Questionnaire 

 

Hello! We’re excited to get you up and running sending great email. Help us get your account configured to your specifications by filling out the information below.

We are happy to help walk you through this form if you would like.

If you don’t know the answer, simply type “I’m not sure” and we will be happy to clarify in a follow up call.
Book a time below.

 
 
Who do you want to show the email is from in the inbox? This can be the brand name or a person's name.
Physical Address for Email Footer *
Physical Address for Email Footer
Compliance laws require a physical address in email footers. Usually this is the address for the winery or for an office space.
Primary User's Name *
Primary User's Name
The primary person who will be managing your email on our platform.
Additional User's Name
Additional User's Name
If anyone beyond the primary user will be logging onto the platform, we'll need to create a login for them.
Social Sharing Buttons
Which of your brand's social channels would you like us to link to at the bottom of your email? (select as many as necessary)
Billing Contact Name *
Billing Contact Name
Who should we send invoices to?
Billing Contact Phone Number *
Billing Contact Phone Number
Do you already have Google Analytics installed on your website? *
Website Admin Contact
Website Admin Contact
Who manages your website?
Do you have a Brand Standards/Brand Guidelines Document for your winery? *
 
Member Login
Welcome, (First Name)!

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