Products Ordered
Select ALL Products Purchased
*
Semi-Custom Website
Custom Website
SEO.
Search
Targeted Marketing
Reputation & SEO Booster
Site Safeguard
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General Info
Business Name
*
MUST MATCH THE PROJECT IN ASANA
Client Name(s)
*
To be used for email communications. (use a comma to separate multiple)
Designated Point of Contact
*
This will be the person who is assigned to approvals.
Client Contact Email(s)
*
To be used for email communications. (use a comma to separate multiple)
Client Contact Phone Number
*
Email
*
For website, form fills, or ad contact
Phone Number
*
For website or ad contact. If client does not want a number on their website please write no phone number listed.
Business Address(es)
*
If there is no address please put N/A. Make sure this is a mailing address in case we need to verify their GMB listing.
Website URL
*
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Social Media Accounts
Do you have a Business Facebook account?
*
Yes
No
Facebook Link
*
Do you have a Facebook Business manager account?
*
Yes
No
Are you the owner of your Business Facebook account?
*
Yes
No
Do you have a Business Instagram account?
*
Yes
No
Instagram Link
*
Instagram Login Credentials
Do you have a Business Twitter account?
*
Yes
No
Twitter Link
*
Do you have a Business Youtube Channel?
*
Yes
No
Youtube Channel Link
*
Do you have any other accounts?
*
Yes
No
Other account links
*
Social Media Notes
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Semi-Custom Website
Domain Purchased?
*
Yes
No
Domain Provider
GoDaddy
Google Domains
NameSilo
HostGator
Bluehost
Thryv
Hibu
Townsquare
Other
Current Email Host
*
No emails
Gsuite
Outlook
Webmail
Other
Domain Credentials
Thryv/Hibu/Townsquare Account Details
For Thryv, Hibu, and Townsquare Customers please ask if they know any details like their account number, customer number, email or phone number on file. These will help us when trying to secure domain details on the customer's behalf.
Slogan, Tagline, One-Liner
*
Primary Call to Action
*
Call Now
Contact Us
Request a Quote
Get an Estimate
Schedule an Appointment
Request an Appointment
Learn More
Request More Info
Apply Now
Buy Now
None
Other
This is the main action you want your visitor to have when going to your website.
Primary Call to Action
Fill in if other is selected
Secondary Call to Action
*
Call Now
Contact Us
Request a Quote
Get an Estimate
Schedule an Appointment
Request an Appointment
Learn More
Request More Info
Apply Now
Buy Now
None
Other
This is the second action you want your visitor to have when going to your website. We always suggest a contact us or call us.
Secondary Call to Action
Fill in if other is selected
Primary Services/Products
*
These will be all the services/projects we feature on the website and create pages for.
Secondary Services/Products
These will be mentioned, but not given their own page.
Additional Homepage Features
Gallery
Careers/Jobs Section
Newsletter Sign-up*
Deals/Offers/Coupons
Instagram Feed
Other
Have there been any SEO efforts implemented on the website in recent years? (keyword targeting, metadata optimization, etc.)
Color Scheme
*
Number of Pages Purchased
*
Ask salesperson
Pages Needed
*
Home
About
Services
Gallery
Careers/Jobs
Reviews
FAQs
Contact
Other
Design Notes
Project Notes
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Custom Website
Type of Website
*
Premium
E-Commerce
Real Estate
Domain Purchased?
*
Yes
No
Domain Provider
GoDaddy
Google Domains
Name Silo
HostGator
Bluehost
Other
Domain Credentials
Preferred e-commerce Solution
WooComerce
Shopify
Other
Preferred Payment Processors
Paypal
Square
Stripe
Other
Delivery/Shipping Notes
Provider, How do they currently handle or plan on handling? Etc.
Do you have an organized product list already?
Yes
No
Preferred Real Estate Platform
iHomefinder
IDX Broker
Real Estate Broker
What MLS are you using?
*
Will it be single agent or multi agent?
*
Single
Multi Agent
If multi agent, enter the names and emails of the other agents needed.
Slogan, Tagline, One-Liner
*
Primary Call to Action
*
Call Now
Contact Us
Request a Quote
Get an Estimate
Schedule an Appointment
Request an Appointment
Learn More
Request More Info
Apply Now
Buy Now
None
Other
This is the main action you want your visitor to have when going to your website.
Primary Call to Action
Fill in if other is selected
Secondary Call to Action
*
Call Now
Contact Us
Request a Quote
Get an Estimate
Schedule an Appointment
Request an Appointment
Learn More
Request More Info
Apply Now
Buy Now
None
Other
This is the second action you want your visitor to have when going to your website. We always suggest a contact us or call us.
Secondary Call to Action
Fill in if other is selected
Primary Services/Products
*
Secondary Services/Products
Have there been any SEO efforts implemented on the website in recent years? (keyword targeting, metadata optimization, etc.)
Items for Homepage
*
About
Primary Services/Products
Secondary Services/Products
Single Product/Service Call Out
Testimonials/Reviews
Photo Gallery
Video Gallery
Photo & Video Gallery
Quote Form
Newsletter Sign-up*
Team/Staff Photos
Team/Staff Bios
Careers Section
FAQs
Events*
Locations
Map
Deals/Offers/Coupons
Instagram Feed
Calendar*
Other
Color Scheme
*
Navigation Structure
Add any extra navigation notes here.
Design Notes
Project Notes
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Google My Business
These question are only needed for Reputation & SEO Booster, SEO & Search
Do you have an existing GMB listing?
Yes
No
If yes, please include the link
Are you the current owner of your Google My Business listing?
Yes
No
GMB Recipient Name
This will be who the postcard is addressed to.
Is there anything on the listing that needs to be changed or updated?
*
Yes
No
GMB changes or updates
Please double check contact email, location, phone number.
Do you have any Q&A or FAQs that should be added to your listing?
Yes
No
GMB Q&A or FAQs
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Reputation & SEO Booster
These question are only needed for Reputation & SEO Booster product
Business Location(s)
*
Full Business Address for NAP Listing
Focus Keywords/Services
*
Are there other domains you own, that are linked to your main domain?
*
Yes
No
Additional Domains
Are you using any other phone numbers? (call tracking, toll-free or local)
*
Yes
No
Other phone numbers used
Operating Hours
*
Main Competitors
*
Main Target Location(s)
*
ie: DMA, city, zip codes, radius
Number of Employees
*
Payment Methods
*
GMB Listing Link
*
Bing Listing Link
*
Apple Maps Listing Link
*
Client is the owner of their GMB:
Yes
No
Business Listing Changes/Updates
*
Any change client requested
Apple ID Logins
*
Email Logins
*
Physical Address: *note that it is impossible to create Apple Listing without a physical address)
*
Yes
No
Should Business Address be Distributed Online?:
*
Yes
No
Project Notes:
Photos for social media accounts (if they don’t have these set up already) and GMB, Bing:
Upload Files
Cancel
of
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SEO
Monthly Budget
*
$/month
Target Location(s)
*
ie: DMA, city, zip codes, radius
Focus Keywords
What are your goals for this campaign?
*
Phone Calls
Subscribers
Digital Leads
Sell Product
Website Traffic
Are there other domains you own, that are linked to your main domain?
*
Yes
No
Additional Domains
Are you using any other phone numbers? (call tracking, toll-free or local)
*
Yes
No
Other phone numbers used
Operating Hours
*
Main Competitors
*
Project Notes:
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Search
Monthly Management Fee
*
$/management fee month
Monthly Ad Spend
*
$/ad spend month
Target Location(s)
*
ie: DMA, city, zip codes, radius
Products/Services to Target
*
Product Type
Amplify
Magnify
Catalyst
Hiring Ads
Legacy Campaign Type
What are your goals for this campaign?
*
Phone Calls
Digital Leads
Brand Awareness
Sign-Ups
Should We run Google Map Ads?
*
Yes
No
Tracking Number?
*
Yes
No
Other
Tracking Number Notes
Specific city, area code, etc
Do you have any ads running at the moment?
*
Yes
No
Can you provide any helpful info for ad copy?
*
Yes
No
Please list.
Any phrasing, imagery, or ideas you’d like us to avoid?
*
Yes
No
Please list.
Are you running any promos?
*
Yes
No
Please list.
Main Competitors
*
When should ads go live?
*
ASAP
Site Launch
Specific Date
Set Live Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Project Notes
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Targeted Marketing
Monthly Management Fee
*
$/management fee month
Monthly Ad Spend
*
$/ad spend month
Target Location(s)
*
ie: DMA, city, zip codes, radius
Products/Services to Target
*
Product Type
Amplify
Magnify
Catalyst
Hiring Ads
Legacy Campaign Type
What are your goals for this campaign?
*
Phone Calls
Digital Leads
Brand Awareness
Job Applications
Messages
Best Email Address to Send Applicants To
job applications
Do you have any prequalifying questions?
Example: years of experience, valid drivers license, etc
Do you have any ads running at the moment?
*
Yes
No
Can you provide any helpful info for ad copy?
*
Yes
No
Please list.
Any phrasing, imagery, or ideas you’d like us to avoid?
*
Yes
No
Please list.
Are you running any promos?
*
Yes
No
Please list.
Describe Your Brand
*
Trustworthy
Quality
Family-Oriented
Professional
Experienced
Driven
Affordable
Knowledgeable
Trusted
Old School
Modern
Safe
Innovative
Caring
Honest
Luxury
Speedy
Reliable
Talented
Dedicated
Don't Know
Other
Main Competitors
When should ads go live?
*
ASAP
Site Launch
Specific Date
Set Live Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Project Notes
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Site Safeguard
Full name of the company
*
Full name of the owner or CEO
*
First Name
Last Name
Owner or CEO's Email
*
example@example.com
Owner or CEO's phone number
*
-
Area Code
Phone Number
State company was formed in
*
Legal entity of the company
*
LLC
C Corp
Non Profit
Have you obtained non profit status from your state?
*
Yes
No
Full business address
*
Email to be used to get in touch with you
*
example@example.com
Do you have annual gross revenue of $25,000,000 or more? (some policies get activated based on the revenue)
*
Yes
No
States you're operating in (list all):
*
Do you run any marketing outside of Dotcom Design? If so, what kind of campaigns?(we ask this because your tracking can be interrupted and we need to work together with other agency to make sure everything works the way it should)
*
Submit
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KICKOFF COMPLETE
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