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Your Info
How do you want to be contacted?
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Your Contact Information
Don't stress, we can always update this as information changes, but let's get a head start! Please allow yourself 5-10 minutes to complete this questionnaire.
Name
First
Last
Business Name
Email For Our Communication Purposes
If more than 1 email, please list all emails to use in communication.
Phone For Our Communication Purposes
Preferred Method Of Communication
Select all that apply
Phone Call
Email
In Person Meetings
Video Conferencing
Text Message
When is the best time to reach you?
Days and/or times when you are most available.
Billing Address
Street Address
City
State
ZIP / Postal Code
Email Information
Do you plan on having a hosted email?
For example:
[email protected]
Yes, I would like one
Yes, I already have one set up
No, I understand that contact forms will likely not function without one.
Would you like us to set up your email for you?
There is a one-time fee of $150 for us to set up and create the account. All recurring expenses to be paid by the client.
Yes, please set it up for me
No, I can set it up myself
Email To Feature On Website
Your Hosted Email Provider
If you already have an email provider or know which provider you would like to use.
Select
GSuite - Google Business
Microsoft 365 - Outlook
Zoho Mail
Proton Mail
Undecided
Other
Which email provider do you have or plan on using?
Do you currently or plan on using an email marketing software?
Yes, I already have one set up.
Yes, I plan to set one up.
No, I will not be email marketing
What software are you using for email marketing?
For example: MailChimp, Constant Contact, Active Campaign, ect.
Domain
What is your domain name?
Your website URL.
Any secondary domain names we need to know about?
List sub-domains or secondary domains that we need to forward to the primary domain.
Is the domain name in your personal account?
Yes, I am the owner of the domain name.
I am an authorized user on the account.
No, we need help transferring the domain to a new account.
Who is your Registrar?
Where did you purchase your domain name?
GoDaddy
Domain.com
Bluehost
Namecheap
Dreamhost
Google
Other
Haven't purchased yet
Name of Registrar
Contact Information For Website
Specify what contact information you want the public to have access to. What contact information do you want visible to the general public?
How would you like your website visitors to be able to reach you on the website?
Contact Forms
Phone Number
Text Message
Email - Direct
Visit Location
Social Media Channels
Schedule
Fax
Other
Email For Contact Form Submissions
This will need to be a hosted email.
Business Phone
Cell Phone
Email To Feature On Website
Hours of Operation
Business Address
Street Address
City
State / Province / Region
Fax Number
What Scheduler Do You Plan On Using?
Calendly
Acquity
WooCommerce Schedule
Other
Which scheduler are you planning on?
Social Media Channels To Feature
Please share the channels that you would like to feature on your website
Facebook
Instagram
LinkedIn
Pinterest
TikTok
YouTube
Anything Else?
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