NDAC AI eMarketing
Onboarding Form

Complete this form to kick off all 10 Phase 1 services. Fill out each section and submit before your kickoff call with Danny and Michele.

NDAC AI eMarketing Team Projects
Section 1 of 12
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How to use this form

This form covers all 10 Phase 1 services. Use the Next / Back buttons to move through sections. Your responses are collected on submit and sent directly to NDAC AI eMarketing.

REQUIREDMust have before we begin CONTENTNeeded for quality output OPTIONALHelpful but not blocking
0
General Information
Kickoff & Contact Details
Applies to all 10 services — complete this first
REQUIRED
Primary Contact Name*
REQUIRED
Title*
Email Address*
Phone Number*
Organization Legal Name*
Website URL
Preferred Kickoff Call Date(s)*
Provide 2–3 options
Preferred Communication Channel*
Content Approval Turnaround*
How many hours/days can you commit to for approvals? Standard recommendation: 48 hours
OPTIONAL
Upcoming events, deadlines, or news in the next 60 days
General notes or anything we should know before the kickoff call
S1
Service 1
LinkedIn Team Members eMarketing
Month 1 setup · Ongoing monthly through Month 5
REQUIRED
How many team members will be in the LinkedIn program?*
REQUIRED
List all participating team members — Name, Title, LinkedIn URL*
One per line. Example: Curt Smith | Executive Director | linkedin.com/in/curtsmith
REQUIRED
Who will approve and publish LinkedIn posts?*
REQUIRED
Topics that are OFF-LIMITS or require compliance review before publishing*
CONTENT
Primary expertise and key topics for each leader
For each leader, note their main expertise and 2–3 topics they want to be known for publicly
OPTIONAL
Upcoming conference appearances, speaking engagements, or industry events for any leaders
Service 1 — Additional Notes
S2
Service 2
LinkedIn Business eMarketing
Month 1 setup · Ongoing monthly through Month 5
REQUIRED
LinkedIn Company Page URL*
REQUIRED
Company Page admin access*
CONTENT
LinkedIn banner image
REQUIRED
Top 3–5 services or accreditation offerings to highlight*
CONTENT
Primary target audience on LinkedIn
OPTIONAL
Competitor or peer organizations to reference
Service 2 — Additional Notes
S3
Service 3
Website Changes, Redesigns & Rebuild
Discovery  ·  Build  ·  Launch
REQUIRED
Hosting Provider*
REQUIRED
Domain Registrar*
REQUIRED
Google Analytics status*
REQUIRED
What should we do with existing website content?*
REQUIRED
Preferred call-to-action for each major page*
e.g., Homepage: Schedule a Survey | Services: Request a Quote | Contact: Send a Message
REQUIRED
Forms that currently exist or need to be created*
CONTENT
Reference websites you like — URLs and what you like about them
OPTIONAL
Third-party tools to integrate
Service 3 — Additional Notes
S4
Service 4
ADA & WCAG Compliance
Month 1 audit · Month 2 remediation · Month 3 sign-off
REQUIRED
Any subdomains or additional URLs to include in the audit
REQUIRED
Has NDAC had an accessibility audit before?*
REQUIRED
WCAG compliance target level*
REQUIRED
All PDFs, downloadable resources, and forms on the site*
These have their own compliance requirements and will be included in scope
CONTENT
Third-party tools embedded on the site
REQUIRED
Person with authority to sign off on compliance fixes — name and email*
Service 4 — Additional Notes
S4
Service 4
Email eMarketing
Month 1 strategy · Month 2 templates · Month 3 launch
REQUIRED
Current email platform*
REQUIRED
Preferred FROM name*
REQUIRED
Preferred FROM email address*
REQUIRED
Approximate number of contacts in your database*
REQUIRED
Audience segments in your contact list (check all that apply)*
CONTENT
Key messages for your most important audience — what should they know first?
OPTIONAL
Upcoming events, webinars, or deadlines to promote in early campaigns
Service 4 — Additional Notes
S5
Service 5
Social Media eMarketing
Month 1 audit · Month 2 launch · Ongoing monthly
REQUIRED
Platforms NDAC currently has accounts on (check all that apply)*
REQUIRED
For each platform — paste the profile URL and note if active or dormant*
REQUIRED
Who reviews and approves social posts before they go live?*
CONTENT
Key content themes to prioritize
CONTENT
Events, conferences, or milestones in the next 90 days to promote
Service 5 — Additional Notes
S6
Service 6
Public-Facing & Internal AI Assistants
Month 1 discovery · Month 2 build · Month 3 deploy
Public-Facing AI Assistant
REQUIRED
Top 20–30 questions NDAC receives most from visitors and prospects*
These directly train the public assistant. List as many as you can.
REQUIRED
Preferred communication tone for the public assistant*
REQUIRED
Topics the AI should NEVER answer — always route to a human*
Internal AI Agents
REQUIRED
Most time-consuming repetitive internal tasks*
These will inform the internal AI agent design. Be specific.
REQUIRED
Tools and software used internally for daily operations*
CONTENT
Which team members will use the internal agent — names, roles, and tech comfort level
Service 6 — Additional Notes
S7
Service 7
AI Training Class
Workshop 1 in Month 4 · Workshop 2 in Month 5
REQUIRED
Total attendees*
REQUIRED
Current AI experience level*
REQUIRED
Roles of participants (check all that apply)*
REQUIRED
Preferred training format*
REQUIRED
Workshop 1 preferred dates (Month 4)*
REQUIRED
Workshop 2 preferred dates (Month 5)*
CONTENT
Specific workflows you want AI training to address
Service 7 — Additional Notes
S9
Service 9
Google Business Local Profiles
Month 1 setup · Ongoing monthly posting
REQUIRED
Has NDAC claimed its Google Business Profile?*
REQUIRED
Google account email that manages the GBP*
REQUIRED
Official business name as it should appear on Google*
REQUIRED
Physical business address*
Primary phone number*
Official business hours*
CONTENT
Service list with brief descriptions for the GBP Services section
OPTIONAL
Is NDAC currently monitoring and responding to Google reviews?
Service 9 — Additional Notes
S10
Service 10
AI eBusiness Cards Networking Tool
Month 1 design · Month 2 launch · Ready before next event
REQUIRED
Total number of leaders receiving AI eBusiness Cards*
REQUIRED
List all card holders — Name | Title | Email | Phone | LinkedIn URL*
One person per line
REQUIRED
Preferred delivery method (check all that apply)*
REQUIRED
Key links to include on each card*
List all links and what they should be labeled on the card
CONTENT
Next upcoming event or conference where cards will be used
OPTIONAL
Any custom AI feature or personalized message for individual cards
Service 10 — Additional Notes
★
Final Section
Brand Assets & Access — All Services
Consolidate all logins and file locations in one place
REQUIRED
Brand kit location*
Paste a Google Drive link, Dropbox link, or describe where to find logo, fonts, and brand colors
REQUIRED
Platform access list — all logins NDAC AI eMarketing will need*
Do NOT paste passwords here. List the platform name and email address only — we will request secure access separately.
CONTENT
Existing marketing materials or reference documents
Final Notes — Anything else NDAC AI eMarketing should know before Phase 1 begins
✓

Form Submitted — Thank You!

Your Phase 1 onboarding intake has been received by NDAC AI eMarketing. Danny and Michele will review your responses and follow up before your kickoff call.

What happens next

✓Your responses have been captured
→NDAC AI eMarketing will review within 1 business day
→Kickoff call will be confirmed based on your preferred dates
→Asset collection begins — we'll reach out for credentials and files
→Phase 1 Month 1 kicks off simultaneously across all 10 services