LET'S GET STARTED...

Client Intake Form

Please Fill out this form completely so that we have access to everything we need to start helping your business succeed! Thank you!

1. Foundations Access *Please Complete This First***

Google My Business account

Please follow these instructions to add our team as a user to your Google My Business account/s:

How to Add Users to Google My Business Account

Website Platform

Please provide login details to your current website access - WordPress/Wix/Weebly, etc.

Username

Password

Admin URL

If you don't have this set up already, don't worry we'll do this for you.

I've done this I'm confused, please help me

Domain Name Registrar

Please provide login details to your current domain name registrar - GoDaddy, etc. If you don't know the answer to this question, please enter "I don't know."

Username

URL

If you don't have this set up already, don't worry we'll do this for you.

I've done this I'm confused, please help me

Hosting Provider

Please provide login details to your current website hosting provider - BLUEHOST, TDS TELECOM, Hostgator, etc. If you don't know the answer to this question, please enter "I don't know."

Username

Password

URL

If you don't have this set up already, don't worry we'll do this for you.

I've done this I'm confused, please help me

Facebook Business Account

Please follow these instructions to add our team as an admin to your Facebook Business account:

How to Add Admins to Facebook Business Account

If you don't have this set up already, don't worry we'll do this for you.

I've done this I'm confused, please help me

Social Media Profile Login Details

Please provide the login details for each of your social media accounts. E.g. Instagram, Twitter, Youtube, LinkedIn.

Business Instagram Login/Username

Business Instagram Password

Business Twitter Login/Username

Business Twitter Password

Business YouTube Login/Username

Business YouTube Password

Business LinkedIn Login/Username

Business LinkedIn Password

Business Directory Profile Login Details

Business YELP Login/Username

Business YELP Password

Please provide the login details for each of your other main directories E.g. BBB, Angi List, Manta, Foursquare, etc.

2. Your Business Information

Contact First Name

Contact Last Name

Contact Job Title

Contact Email Address

Contact Phone Number

Company Name

Company Street Address

Company City

Company State / Province

Company Zip or Postal Code

Company Phone Number

Website URL

Annual Revenue

Average Profit Margin %

Company Size

Current CRM:

Average Sale Value

Briefly describe your business. What do you offer? What are the products and/or services?
(Also include the price points of the service/products and which services are most profitable/favourable for your business)

Who do you sell to? Who is your target customer? (ex. demographics, interests, goals...the more information the better)

Please list your top 2-3 competitors website URLs:

Do you currently collect customers' email addresses & phone numbers?

Yes No

Do you currently run frequent special offers? e.g monthly/weekly % OFF sale

Yes No

Do you have any additional content not already on your website? e.g photos, videos, articles, etc

Yes No

What is your main goal from working with us? (ex. direct sales, lead generation, brand awareness)

If you and I are opening a bottle of champagne a year from now, what are we celebrating?

3. Access To Your Other Platforms

Google Ads Account

Please follow these instructions to add our team as a user to your Google Ads account:

How to Add Users to Google Ads Account

If you don't have this set up already, don't worry we'll do this for you.

I've done this I'm confused, please help me

Google Analytics

Please follow these instructions to add our team as a user to your Google Analytics account:

How to Add Users to Google Analytics Account

If you don't have this set up already, don't worry we'll do this for you.

I've done this I'm confused, please help me

Google Search Console

Please follow these instructions to add our team as a user to your Google Search Console account:

How to Add Users to Google Search Console

If you don't have this set up already, don't worry we'll do this for you.

I've done this I'm confused, please help me

4. Branding

(Do not worry about this, we can pull from your website if its up to date)

Please add the following branding information below.

Please share your logos with us using this File Uploader:

(Branded images can be shared later using our Project Management platform)

Drag files here to upload

Primary Color 1:

Primary Color 2:

Accent Color 1:

Accent Color 2:

Accent Color 3:

Font Style for Headers:

Font Style for Sub-Headers:

Font Style for Body Text:

5. What's Next?!

Thanks for filling out this form. After hitting the 'Submit' button, we will review the information and let you know if we need anything else.

We pursue relationships based on transparency, persistence, mutual trust, and integrity with our employees, customers and other business partners.

LET'S GET STARTED...

Client Intake Form

1. Foundations Access *Please Complete This First***

Google My Business account

Please follow these instructions to add our team as a user to your Google My Business account/s:

Website Platform

Please provide login details to your current website access - WordPress/Wix/Weebly, etc.

Domain Name Registrar

Please provide login details to your current domain name registrar - GoDaddy, etc. If you don't know the answer to this question, please enter "I don't know."

Hosting Provider

Please provide login details to your current website hosting provider - BLUEHOST, TDS TELECOM, Hostgator, etc. If you don't know the answer to this question, please enter "I don't know."

Facebook Business Account

Please follow these instructions to add our team as an admin to your Facebook Business account:

Social Media Profile Login Details

Please provide the login details for each of your social media accounts. E.g. Instagram, Twitter, Youtube, LinkedIn.

Business Directory Profile Login Details

2. Your Business Information

3. Access To Your Other Platforms

Google Ads Account

Please follow these instructions to add our team as a user to your Google Ads account:

Google Analytics

Please follow these instructions to add our team as a user to your Google Analytics account:

Google Search Console

Please follow these instructions to add our team as a user to your Google Search Console account:

4. Branding

(Do not worry about this, we can pull from your website if its up to date)

Please add the following branding information below.

Please share your logos with us using this File Uploader:

5. What's Next?!

Thanks for filling out this form. After hitting the 'Submit' button, we will review the information and let you know if we need anything else.

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