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Filling Out Onboarding Forms ​

When you start working with an agency on Local Visibility Lab, you'll be sent an onboarding intake form — a single web page that gathers everything the agency needs to do the work well. There are two flavors.

If you bought a service through the agency's storefront, you'll receive a magic-link email within a few minutes of payment. Clicking the link:

  1. Signs you in automatically.
  2. Opens a guided multi-step form tailored to the service you just bought.
  3. Saves your progress as you go — close the tab and come back later if you need to.
  4. When you click Submit, your agency is notified and the case officially starts.

The number of steps varies (typically 3–7) and depends on what you bought:

  • Local SEO / care plan → business info, Google access, target keywords, competitors.
  • Website services → hosting, domain, brand assets, content references.
  • Reputation management → review platforms to monitor, response tone preferences.
  • Content services → topic interests, audience, voice & tone, examples you like.

Sometimes the agency sends you a public form before you've bought anything (during a proposal, audit, or discovery call). The URL looks like:

localmarketing.so/intake/abc123def456…

The form is the same idea — you don't need an account, and your responses are saved as you type. When you submit, the agency receives a notification with everything you entered.

What fields you'll typically see ​

  • About your business — name, address, phone, website, hours.
  • About your customers — who you serve, what makes you different.
  • Brand assets — logo upload, color palette, sample photos.
  • Google access — instructions on how to give the agency access to your GBP (see below).
  • Competitors — businesses you'd like to outrank or whose marketing you admire.
  • Voice & tone — three adjectives for how you want to sound (warm, expert, no-nonsense).
  • Special instructions — anything specific to your situation.

Giving Google Business Profile access ​

The most important step. The form will walk you through it, but the high level is:

  1. Sign in to your Google account that owns the business.
  2. Go to your Business Profile → Users → Add user.
  3. Add the email address shown on the form (typically agency-access@localvisibilitylab.io or a similar agency-owned address).
  4. Pick Manager as the role.
  5. Click Send — Google emails the agency a confirmation.

Without this access, the agency can't post on your behalf, reply to reviews, or fix incorrect business info.

Uploading documents ​

Forms often have a document upload section. Send things like:

  • Logo files (PNG or SVG preferred)
  • Brand guidelines PDF
  • Old marketing collateral for tone reference
  • Photos of your business / team / work

Each file is securely stored and only visible to the agency.

Documents for a Google Business Profile reinstatement ​

A reinstatement form puts the evidence uploads in two groups. You need at least one document from each group:

  • Legal documents prove the business is registered: business registration, incorporation document or license, fictitious name or DBA registration, EIN or tax document.
  • Supporting documents prove the address and that the business operates there: lease, utility bill from the past 90 days, certificate of insurance, bank statement or void cheque, photo of permanent signage.

Every document must show the business name as it appears on your Google Business Profile and an address that matches the profile. Two legal documents do not replace a supporting document.

Each group shows Done when it has an upload, or Still needed when it does not. Other uploads, such as the suspension email screenshot or a short video, help the appeal but do not count toward either group.

You can submit the form before you have every document. The form tells you what is still needed, and the agency cannot start until it is in. Upload the rest from your case page under My Cases. The case moves to the agency's queue as soon as both groups have a document.

Saving and resuming ​

Every change is auto-saved. If you close the tab:

  • Magic-link onboarding: the link in your email re-opens to exactly where you left off.
  • Public intake: the URL is bookmarkable; revisit any time before submission.

After you submit, the form locks — to add more info, message the agency directly.

What happens after you submit ​

  1. The agency is notified within seconds.
  2. They review your responses, then schedule the kickoff work.
  3. You'll often get a welcome email confirming next steps and timeline.

Next: Viewing Your Reports