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Client Insights Form

Fields marked with an * are required.
  • MM slash DD slash YYYY
  • Hidden
  • Select all services in your package.

  • Business Details

  • (Business Owner/Manager)
  • PLEASE NOTE:The below information must match exactly with what is on the business website.
  • Enter up to FIVE, separated by a comma, in order of importance
  • *Website is required for listing optimization.
  • *to Publish to Directories (Enter NONE if there is not one.)
  • Max 200 characters
  • Enter a detailed description (Max 750 characters for Google) of the company. The description can be about your company's uniqueness and products or services. DO NOT enter any contact data like Email, phone, or website.
  • Inform your customers about services provided at the location (please list the services you provide your customers)
  • Your customers might be searching for specific manufacturers and retail brands. Let them know what brands this location has to offer.
  • Help your customers plan their visit. What payment options are accepted at the location? Please specify which credit cards are accepted.
  • Let your customers know in which languages they may be served at the location.
  • Choose up to twenty keywords that are relevant to your business - start with most important first. These may be brands or services, and can be composed of several words.
  • Enter daily opening & closing times.
  • Required. Upload a jpg, png, gif, psd or ai file. PREFERRED: transparent .png or original layered .eps or .psd file - NOT a pdf file.
    Drop files here or
    Max. file size: 64 MB.

    • Business Listing Optimization / Review Monitoring

    • This information is what will be submitted for business listings. Complete, accurate data is critical. Pay close attention to NAP (name, address and phone) data for business listings should be consistent with clients website .
    • Businesses with more than one location MUST submit each location separately for LBL/ORM. Spreadsheets will not be accepted.
    • * Check all that apply
    • Square Logo min - 270 x 270 pixels | Banner min - 1080 x 608 pixels | Other Images min - 500 x 280 pixels *for business listing photos, square images work best!
      Drop files here or
      Accepted file types: jpg, gif, png, tiff, bmp, Max. file size: 5 MB, Max. files: 10.
      • Social Media Profile Links:

      • Google Posts

      • The Following Industries DO NOT Have Ability to Post on Goggle:
        • Adult Entertainment
        • Camp
        • Cannabis shop
        • Casino
        • Conference Center
        • Gun Shop
        • Hotel (all hotel categories)
        • Vacation Rental
      • The Following Industries Have LIMITED ABILITY to Post on Goggle:
        • Drug Store
        • Medical Clinic
        • Pharmacy
        • Plastic Surgeon
        • Skin Care Clinic

      • Blog

      • Please provide us with 3-4 blog topics to start the campaign:

      • Website

      • HOSTING: All websites are on our hosting server.

      • (To provide the specific Hex # of the colors you'd like us to incorporate, please visit the following website: https://htmlcolorcodes.com/color-picker/)
      • To be placed on the homepage of site. I.E. Call for an appointment today! Or Call for a free estimate today! Etc.”
      • List the fields you would like on your contact form:
        EXAMPLE:
        1. name
        2. email
        3. Phone #
        4. message
      • *Captcha will be used to cut down on spam.
      • Your Account Manager will set-up the Dropbox folder and invite sales rep and client to access the folder. Should you have an existing Dropbox folder or Google folder, please provide a link. NOTE: High-quality images and content MUST be provided before we start the build of the website.
      • Drop files here or
        Max. file size: 64 MB.

        • WordPress Custom Site Design

          Please take some time to browse the internet to gather samples of sites you like the look of, layout of, colors, certain features or functionality.Please list 3-5 examples of websites that you like and explain which elements (e.g. slideshow, font, image gallery, calendar, layout, etc.) you like and why you like them.

        • Website Design Examples:

          1. (www.websiteaddress.com)
          2. (www.webaddress2.com)
          3. (www.similarindustry.com)
          NOTE reasoning below
        • 1. (www.websiteaddress.com) I would like to use this color scheme or I like these fonts/typestyles.
          2. (www.webaddress2.com) I like the navigation on this site & would like mine to look like this
          3. (www.similarindustry.com) I DO NOT like this website - it’s too cluttered

        • WordPress Quick Build Sites

        • ***View TEMPLATES

        • DOMAIN INFO:

        • Client is responsible for purchasing their domain. We recommend Namecheap or GoDaddy.

        • If you have an existing domain please fill out this section.

        • (e.g. www.companyname.com)

        • Registrar Login info to manage existing domain

        • EMAILS:

          PLEASE NOTE: It is best to have emails hosted with your domain registrar or set-up through a third party such as Google Apps for Business or Office 365.
        • If yes, please list them: (e.g. info@acme.com,sales@acme.com, etc.)

        • OTHER FEATURES:

        • List sample sites that have the features you like. EXAMPLE: Calendar, Photo Gallery, Menu, Submission Forms

        • Marketing Campaign Landing Page

        • To be placed on the homepage of site. I.E. Call for an appointment today! Or Call for a free estimate today! Etc.”
        • (To provide the specific Hex # of the colors you'd like us to incorporate, please visit the following website: https://htmlcolorcodes.com/color-picker/)
        • Your Account Manager will set-up the Dropbox folder and invite sales rep and client to access the folder. Should you have an existing Dropbox folder or Google folder, please provide a link. NOTE: High-quality images and content MUST be provided before we start the build of the website.
        • Drop files here or
          Max. file size: 64 MB.
          • List the fields you would like on your contact form:
            EXAMPLE:
            1. name
            2. email
            3. Phone #
            4. message

          • Video

          • Copy Points to include in/on Screen Text
            NOTE: No more than 18 words p/line and should be short and focus on an overview of the business or one or two key products/services.
          • If you selected "Other" above, please specify what kind of music style you'd like for your video

          • Social Media Management

            Please note any preapproval of posts will incur an additional monthly fee.
          • Please indicate the social channels we will be managing.
          • What is your Geographic Service Target Area?
          • Are there any websites or online resources you follow that relates to your business? Sharing this will help our content team with researching your industry.
          • IE: fun, professional, serious, carefree, etc
          • re: Social PostingPLEASE NOTE: If you would like on-going pre-approval of social posts, a recurring monthly fee will be added to your services.
          • Tell us anything else we should know about your social channels, i.e. if you have duplicate Facebook pages, lack access to one of the social channels you'd like us to manage, etc.

          • SOCIAL ACCOUNTS -

            Please include URLs for your business account(s).

          • Live Chat Pay Per Lead Program

          • Where your leads will be sent to.
          • (OPTIONAL) For text message notifications of leads.
          • If you'd like leads also texted to you, list your carrier ie. Verizon, AT&T, T-Mobile, etc.
          • If you’d like to track chat leads via GA
          • List the CRM you'd like to integrate with. We will need the API key.
          • for example, Worldwide, Continental US. BEST to provide STATE(S), CITY(IES). Radius not allowed.
          • This field is for validation purposes and should be left unchanged.
          Save and Continue Later
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