Potter Gold Digital
Client Onboarding
New Client Intake — Tradesman Local SEO System

Let's build your
local dominance system.

Takes 10 minutes. Every answer feeds directly into your keyword list, GBP optimisation, website build, and 90-day plan.

1 Business details
2 Services & USP
3 Current performance
4 Reviews & notes
5 Submit
Phase 1 of 5

Business Details

These must be character-for-character identical to what's on your Google Business Profile.

★ Your business name, address, and phone feed 31 outputs. Every character must match your GBP — this is what drives citations, your website, and your GBP optimisation.
Business Identity
Exactly as it appears (or will appear) on GBP Required
Primary trade category Required
Primary trading location Required
How far do you travel for jobs? Required
Contact & Location — Must Match GBP Exactly
Copy-paste from your GBP listing — every character must match Required
Character-for-character match to GBP Required
Leave blank if none yet
Owner / main contact Required
Where we'll send your intake confirmation Please enter a valid email
Phase 2 of 5

Services & Positioning

This drives your keyword list, GBP service section, and every page we build. The more detail the better.

What You Do
The single thing you most want to rank for — be specific Required
List every service — include emergency / same-day variants. One per line. Required
Your Competitive Edge
What genuinely separates you from other tradespeople in your area? Required
Tick all that apply
Seasonal Demand
This shapes your 52-week GBP post calendar and content schedule
Phase 3 of 5

Current Performance

Honest answers here mean a better starting strategy. We're not judging — we're benchmarking.

Google Reviews
Total reviews showing on GBP right now
Your average Google rating
★ ★ ★ ★ ★ Not rated yet
GBP & Website Status
Competitors
Business names ranking above you, or that you lose jobs to
Phase 4 of 5

Reviews & Notes

Tells us which review platforms you use and anything else we need to know before we start.

Review Platforms
Short URL from your GBP dashboard — leave blank if not yet created
Where else do you collect reviews?
Anything Else
Past penalties, niche specialisms, unusual service area, anything relevant
Phase 5 of 5

Review & Submit

Check your answers below. When you're happy, submit — we'll generate your intake PDF and email it straight to Kevin.

Your Intake Summary
★ On submit: your intake PDF is generated and emailed to kp@pottergold.digital. The PDF also downloads to your device. Kevin will be in touch within 24 hours.
✓

You're in the system.

Intake submitted. PDF sent to Kevin at Potter Gold Digital.

A copy downloaded to your device too.

What happens next

1.Kevin reviews your intake within 24 hours.
2.Phase 1 runs — keyword list, competitor gaps, quick wins.
3.Your 90-day milestone plan lands within 48 hours.
4.GBP optimisation and website build start in week one.

Questions? Call 01902 961078