Website & Marketing MOT
Client Intake Form - Please complete this short form before your Website and Marketing MOT. It should take 5-10 minutes. If you are unsure about any item, leave it blank.
1. Business & Contact Details
Important: Please include your business’s physical address (including Eircode) as it may berequired for account set-up.
Business Name
*
Trading Name (if different)
Primary contact name
*
Role/Job Title
Phone
*
Email
*
example@example.com
Website URL
Physical Business Address (required)
Address line 1
*
Address line 2
Town/City
*
County
*
Eircode & Country
*
Billing Address (if different)
2. Business Snapshot
In one sentence, what do you sell and who is it for?
*
Top 3 services/products you most want to sell:
*
Typical price/project value (optional)
Areas served (locations)
Delivery (if relevant)
In-person
Online
Both
Ideal Customer (a few bullets is fine)
*
Main Competitiors or similar businesses (up to 3 links)
*
3. Goals for the next 90 Days
What is your main goal for the next 90 days?
*
What would success look like(e.g., number of enquiries,sales, bookings)?
*
What are your biggest challenges right now? (tick any)
*
Not enough enquiries
Enquiries not the right fit
Website not converting
Not showing up on Google
Unsure what to focus on
Tracking/measurement unclear
Limited time to market
Other
If you chose "other" please explain
4. Current Marketing Activities
Links to social media profiles
Email marketing platform (if any)
Email list size (approx)
Google Business Profile (link or business name)
Any current advertising (Google, Meta, other)
If you are running ads, roughly what is your monthly ad spend? (optional)
5. Access & Assets (Optional but Helpful)
If you are comfortable sharing access, please add sharon@optimisemarketing.ie to youraccounts. For security, avoid sending passwords by email - use a password manager share link or give access via user permissions instead.
Google Analytics (GA4) access available?
Yes
No
Google Search Console access available?
Yes
No
Website platform (e.g.,Strikingly, WordPress,Squarespace, Wix, other)Booking system/CRM (if any)
Any key files/links we should review (optional)
6. Anything Else & Declaration
Anything else you want us to know?
DECLARATION: I confirm the information provided is accurate to the best of my knowledge and I am authorised to share any access or assets mentioned above.
*
Submit
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