Agency of Record Onboarding Questionnaire

Welcome to VistaWorks! We are so excited to bring you on board.

To get our partnership off the ground, we’ll need some details from you.

Please do your best to fill in the form below.

If something is not applicable to you and your organization, simply answer with n/a.

If you have any questions about the form, please contact Lindsay Diamond at lindsay@vistaworks.com.

General

Name of organization

Organization website

Contact Information

Main point of contact name

First Last

Main point of contact email

Main point of contact phone

Point of contact for invoices

First Last

Email for invoices

Website Access

Website login URL

Website login information

Please include email, username, and password

Hosting

Hosting provider

Hosting login (if switching to VistaWorks)

Please include email, username, and password

Email hosting login if different from the website

Please include email, username, and password

Destination Management and Marketing

List of competitors

Link to current marketing strategy/plan

List of current marketing campaigns

Social Media Access

TikTok login information

Please include email, username, and password

Pinterest login information

Please include email, username, and password

Link to image gallery

Link to video gallery

Link to logos

Link to style guide

Links to any other folder with documents you feel we will need