This document is intended to assist you in planning your website as well as help
communicate your needs and goals to us. Please complete this before your onboarding call.
General Information
Business Name
Address
Address
City
State
Country
Country
Postal code
Primary Contact Name
Phone
*
Email
*
Main Service Area or Cities Served
Current Web/Social Media Presence
Facebook
Instagram
Google
Yelp
Other
None
Describe who you are and what you do
What are your major product / service offerings?
Who is your target customer?
What makes you different from your competitors?
Project Goals & Scope
What is the main goal of this website?
What specific features or integrations do you need in your CRM? (e.g., email, SMS, automations)
What is the main action you want visitors to take?
What pain points or challenges are you currently facing with your website or client management?
What would make this project feel successful to you?
Preferred method of meeting with your customers
Phone
Zoom
Google Meet
Pages Needed
Home
About
Services
Contact
Other Pages
Branding & Style
Do you already have a logo?
Yes, I have a logo
No, I don't need one
Brand colors or preferred colors
Share 2–3 websites you like. What do you like about them?
Content & Media
Do you have written content?
Yes, I will provide it
No, I need help writing it
Do you have photos to use?
Yes, I have photos
No, use stock photos
Do you have testimonials or reviews to feature?
Yes
No
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