Client intake

Tell us about your business.

Fill in what you can. Leave anything you are unsure of blank and we will cover it on the kickoff call. Never type passwords here; we set up access with invites.

1Sign the agreement
2Pay your deposit
3Send your intake form

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1. Your business

Business name, as customers see itPackage or plan

Main contact name and titleWho gives final approval on the site

EmailPhone

Business addressShow the address on the site?

Service area (towns, counties or nationwide)Business hours

Year foundedCurrent website, if any

2. Brand, customers and goals

Describe your business in two sentences

Who is your ideal customer?Top 3 reasons customers pick you

What should a visitor do first? (call, book, buy, get a quote)Main competitors (names or websites)

Brand colors or style guideThree words for how the site should feel

2 or 3 websites you like, and what you like about each

Anything you do not want on the siteHow will you measure success in 6 months?

3. Pages and content

Pages you want, with a note on each (up to your package limit) Link to a shared folder with your logo, photos and text (Google Drive, Dropbox or similar) Services or products to feature, with prices if you show them Reviews, certifications, awards or FAQs to include Forms you need, and who should receive them Online stores only: shipping, pickup, returns and the states you collect sales tax in

4. Accounts and access

Where each account lives and its login email: domain, current host, business email, Google Business Profile, Search Console, Analytics, social pages, booking tool, payment processor (no passwords)

5. Search and local details

What would a customer type into Google to find you? (5 to 10 phrases)Towns or areas you most want to show up in

Past SEO work, ads or agencies, and how it wentAnything else we should know (licensing rules, busy seasons)

This information is accurate, and I own or have permission to use all content I am providing.