Website Onboarding Form

Website Onboarding Form
STEP 1: Website Asset Verification
- Timeframe: 3-5 Business Days From Order Submission
- NOTE: WE WILL NOT START UNTIL PROJECT IS DEFINED.
The first step is to review and save the below items:
1. Company Information
2. Services needed
3. Project Goal
STEP 2: Design Draft
- Timeframe: 15 Business Days From Receipt of Required Materials
- At this time you are allowed one change to the colors and layout.
The second step is to design the look/feel and function of your website:
1. Color Scheme and Logo.
2. Home Page Images
3. Interior Page Names
4. Menu Structure
5. Image Placement
6. Page URL structure
STEP 3: Website Development
- Timeframe: 15 Business Days from approved Design Draft
- Second & final opportunity to request changes or revisions.
- Send all revisions together on one editable document (MS Word or Google Doc).
STEP 4: Testing & Go Live
- 3-5 Business Days From Approved Final Site Proof
NOTE:

Remember, we are always here to help if you don't understand. Please feel free to contact us.
Project Scope

This section will gather information regarding your website needs.
Do you want to build a new website or redesign an existing one?
Do you want to use stock photos for website, video and social media?
Existing website URL
Do you have an existing styleguide?
If yes, please email it to us.
Do you want to choose from our ready-made website templates or create from scratch?
Choose one of the websites listed below to create a ready-made website.
Below are some of our highly converting websites that we can use as templates for faster development.
Do you want a new domain name for your website?
Domain name
Example: topclickjoe.com
Do You want us to purchase a domain for you?
Do you want us to host the website on our fast dedicated server?
Would you like us to provide ongoing support and maintenance?
Monthly site maintenance, updates, and back-ups.
Ideal launch date for the website

MonthDayYear
Date
Company Information Section

This section will gather your company information to use on your website as well as information Google will need to index your site.
Name

First NameLast Name
Your Email*
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Describe your business in a few sentences
What services do you offer?
Average Profit Value of your Products/Services. To add your services/products, click "Add Row" for each one.*
Who is your target audience?
What makes your services unique?
What features does your website need to be successful?
What are three of your favorite websites and why?
Website & Domain Information Section

This section will gather the information needed to host your site as well as pertinent information on your existing website, if you have one.

Select Website Pages To Include

Rows	Page Type	Page Comment
Home Page (All websites will include a Home Page)
Products/Services (List Sub-Category Pages in Comments)
Product Detail Page
About Us/Company or Team/Bio
Gallery/Portfolio
Contact Us
Media (Videos, Photo Gallery, Etc.)
Content (Blog, eBooks, Whitepapers, Etc..)
Resources (FAQ, Help, Support)
News & Events
Other (List Other Pages In Comments)
Legal (Terms of Service, Terms of Use, Privacy Policy, conditions)
Testimonials (Testimonials can be listing on other pages)

Select Website Conversion Marketing Features

Rows	Page Type	Page Comment
COUPONS: (Offer downloadable coupons/discounts on your website to capture, save, & build your warm prospect contact list to market your services.)
QUICK QUOTES: (Offer requests for quotes/proposals on your website to capture, save, & build your warm prospect contact list to market your services.)
AUTOMATED WELCOME CHATBOT: (This is an additional Fee. Please contact your account manager at example@example.com.) (Have a chatbot on your website to provide automated and provide sales information, capture and save contact info, and build your prospect contact list to market your services.)
Online Appointment Calendar (Offer a way for your website visitors to book an appointment with you on your website. This will also capture, save, & build your prospect contact list to market your services.)
CALL ME BACK: (Offer a way for your website visitors to request a call back instead of waiting on hold. This will also capture, save, & build your prospect contact list to market your services.)
EMAIL NEWSLETTER and/or TEXT CLUB SIGNUP: (Offer your website visitors the ability to subscribe to a newsletter on your website. We have a service to write and manage your newsletter. This will also capture, save, & build your prospect contact list to market your services.)
ENTRY/EXIT POPUPS: (Have a popup message on your website visitors will see when they enter or exit your website. This can be a downloadable piece of content, a special/promo, etc. This will also capture, save, & build your prospect contact list to market your services.)
CLIENT REVIEW FORM: (Provide your website visitors with the ability to submit reviews on your website that will be added to your Google My Business, Facebook and other areas online. This will help build your organic search positioning.)
MOBILE CLICK TO CALL: (Give your mobile website visitors the ability to click on your phone number and dial your number instead of manually remembering and dialing your number.)

Content Section

This section is the most important section of the website onboarding form. We DO NOT provide written content for your website. We are not subject matter experts nor knowledgeable in your industry, therefore we require that you provide the content. We do offer a service to write content for your site but require a content outline for each page. It is helpful to provide links to similar services or competitor sites. We require your written approval before starting. This is an additional fee, please contact your account manager at example@example.com to add this service.
Yes, I will provide my own contentNo, I would like to purchase content writing services. NOTE: Please contact your account manager to add this service. You will be required to provide a content outline.
Website Content

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Provide Your Testimonials In The Below Text Box
Meta Tags

If you don't understand about Meta tags, you can skip this part.

Rows	Meta Title	Meta Description
Home Page (All websites will include a Home Page)
Products/Services (List Sub-Category Pages in Comments)
Product Detail Page
About Us/Company or Team/Bio
Gallery/Portfolio
Contact Us
Media (Videos, Photo Gallery, Etc.)
Content (Blog, eBooks, Whitepapers, Etc..)
Resources (FAQ, Help, Support)
News & Events
Other (List Other Pages In Comments)
Legal (Terms of Service, Terms of Use, Privacy Policy, conditions)
Testimonials (Testimonials can be listing on other pages)

Company Branding Information

Please provide your company logos, colors, fonts, and other branding information
Add Your Primary Brand Color
Add Your Secondary Brand Color
Add Your Tertiary Brand Color
Add Your Font Brand Color
Add Your Font Type
If the font you're looking for isn't listed above, please enter it here:
Select Pictures, Images, and/or Icons To Include On Your Website

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Find Pictures, Images, and/or Icons

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Social Media Section

This section will gather your social media information to be added to your website

Select The Social Media Sites To Be Added To Your Website

Rows	Select Social Site	Your Social Media URL	Your Social Media Email
FaceBook
LinkedIn
YouTube
Instagram
Twitter
Pinterest
Google+
Other

Additional Information

This section is where you can add additional information or notes
Add Notes or Additional Information Below
Should be Empty:

STEP 1: Website Asset Verification

STEP 2: Design Draft

STEP 3: Website Development

STEP 4: Testing & Go Live

Project Scope

Company Information Section

Website & Domain Information Section

Content Section

Meta Tags

Company Branding Information

Social Media Section

Additional Information