Contact and Communication

Name*

First Last

Email*

Work Phone

Mobile Phone*

Company Name*

Mailing Address*

Street Address Address Line 2 City State ZIP Code

Business Website

What is the best way to communicate with you?*

Select All
Email
Phone
Text

Another Contact?

Is there someone else that we can reach out to help us with connecting the accounts? Do you have a virtual assistant or tech contact? Provide their name and contact information and what role they play in your organization.

Account Access

Is your current website in WordPress?

We require a login with full administrator rights. Provide below the username/password for our team to get access.

Google GMAIL account

This is the account that has access to your Google Analytics and Search Console accounts. Provide below the username/password to the email for our team to get access to those Google accounts.

BING Webmaster Tools Account

This is the account that has access to your BING Webmaster Tools account. Provide below the username/password to the email for our team to get access to those Google accounts.

Do you prefer DropBox or Google Drive to share assets?

Let me know your preference. The next question will ask how we can connect to your account.

DropBox
Google Drive

Provide the email address that is connected to your preferred service.

Both of those services use my email address: [email protected] to connect and share folders and files. Let me know what email address is associated with your account for shared access.

Expectations and Goals

I want to make sure that our team understands your business goals and other motivations to ensure that this project is a complete success.

What do you expect to get from engaging with our website care offering?*

What else do I need to know for this project to be successful?*

What are your top three business goals? Provide a timeline along with the goal for context.*

Your #1 Business Goal

What are your top three business goals? Provide a timeline along with the goal for context.*

Your #2 Business Goal

What are your top three business goals? Provide a timeline along with the goal for context.*

Your #3 Business Goal

Design and Visual Foundation

Organize and share with us the following design assets. When sharing, include any other design assets you think are relevant to your visual brand and how its represented in the world.

You can organize these assets and share them with us through DropBox or Google drive.

Your logo files
Brand design guidelines
Vision, mission, values and/or culture statements for your business
Approved photos for use on social media
Approved quotes for use on social media
Any other marketing materials, brochure, pamphlets, business card design that you feel is relevant to help us learn more about your visual brand.

Your Brand Design Guidelines

Or you may share a document file with us on DropBox or Google Drive.

Your Values, Mission, Vision Statements

Or you may share a document file with us on DropBox or Google Drive.

Your Business Values or Culture

Or you may share a document file with us on DropBox or Google Drive.

Do you have colors or visual guidelines that you do not want to use on your social media?

Do you have approved colors or visual guidelines for use on your social media that we should know about?

Competitors

List a few of your competitors. We can get insights into your industry and business by reviewing your competitors and how you are distinctly different than them.

Your First Competitor's Website*

Why do you consider them your competition?*

What is something that you do distinctly better than them?*

How are you better for your clients?*

Your Second Competitor's Website

Why do you consider them your competition?

What is something that you do distinctly better than them?

How are you better for your clients?

Your Third Competitor's Website

Why do you consider them your competition?

What is something that you do distinctly better than them?

How are you better for your clients?

Your Ideal Clients

Typically, our business grows to serve a few different audiences. Our primary and secondary audiences are the two groups of people we most likely work with. Tell me what you can about your two audiences.

Who is your primary audience?*

Who is your secondary audience?*

Do you focus on particular industries? If so, what are those industries?*

Do you want to attract new audiences or new industries, and why?*

Do you serve clients in a particular region or location? If so, what region or location?*

Are you looking to grow the awareness of your business into a particular industry or region? if so, what industry or region?*