New Client Intake

Let's learn about your business so we can build something great together.

Business Information

Tell us about your business and how to reach you.

Contact Details
Please enter your business name.
Please enter a contact name.
Please enter a phone number.
Please enter a valid email.
Business Address
Please enter a street address.
Required.
Required.
Required.
Business Details
Please select a business type.
Social Media (Optional)

Which social media platforms are you currently active on?

Facebook
Instagram
Twitter / X
LinkedIn
TikTok
YouTube

Your Services

Select all services you currently offer. This shapes your site's pages and keyword strategy.

Business Model & Locations

Help us understand how you operate and who you serve.

How You Operate
Select all that apply — many businesses use more than one model.
🏢 Brick & Mortar — Customers come to us
Physical office, clinic, store, or studio.
🚗 Service Area — We go to customers
Contractors, mobile services, delivery, in-home care.
💻 Remote / Online Only
Entirely online via phone, video, or digital platforms.
🩺 Telehealth / Telemedicine
Remote medical or healthcare services.
Your primary office is pre-filled from Step 1. Add additional locations if needed.
📍 Primary Office
Enter city names, zip codes, or region names.
✅ Got it! We'll focus on broader keyword strategies that work across any geography.
About Your Customers
Age range, demographics, job type, or life situation of your ideal customer.
What are they struggling with, frustrated by, or worried about before they reach out?
How do they find you, what do they compare, and what pushes them to call or book?
Competitive Landscape
Names or website URLs. We'll research them to understand the market.
Your unique selling points — what patients or customers tell you they love about you.

Goals & Priorities

Help us understand what success looks like for your website and marketing.

Top Website Priorities

Select up to 3 priorities.

Lead Generation
Attract New Customers
Showcase Services
Online Booking
eCommerce Sales
SEO / Visibility
Build Credibility
Customer Education
You've selected 3 priorities. Deselect one before choosing another.
How Customers Currently Find You
Google / Search
Social Media
Word of Mouth
Paid Advertising
Online Directories
Repeat Clients

Design & Branding

Share existing assets or let us know what you'll need help creating.

Logo

Do you have an existing logo?

Yes — I have a logo
No — I don't have a logo yet
📎
Click to upload or drag & drop
PNG, JPG, SVG, AI, EPS or PDF · High-res preferred
💡 Logo Design Add-On: We can design a custom logo for you. Your account manager will discuss pricing after reviewing this form.
Brand Colors & Fonts

Do you have established brand colors and fonts?

Yes — I have brand guidelines
Partially — I have some colors/fonts but no formal guide
No — I need help with branding
📋
Click to upload your brand guide
PDF, AI, PNG, ZIP or DOCX
💡 Brand Identity Add-On: We can develop a color palette and font system tailored to your brand. Your account manager will follow up.
Tone & Voice

How would you describe your brand's personality?

This guides the copywriting tone throughout your website.
Professional
Friendly & Approachable
Authoritative / Expert
Warm & Empathetic
Luxury / Premium
Fun & Energetic
Photography & Images

Do you have high-quality photos of your business, team, or services?

Professional photos of your office, staff, products, or work — not stock images.
Yes — I have photos to share
No — I don't have photos yet
🖼️
Click to upload photos
PNG or JPG · 1200px+ wide recommended

Would you like to use stock imagery?

Yes — stock images are fine for now
No — I prefer original photography

What imagery style fits your brand?

Clean & Clinical
Warm & Friendly
Modern & Professional
Luxury / Premium
Bright & Energetic
Minimal / Editorial
📷 We can connect you with professional photographers and videographers.
Yes, contact me about photography & video
Competitor / Inspiration Websites
Share websites you admire — competitor or otherwise. Tell us what you like about each. (Optional)

Website Features

Tell us about the functionality your website needs.

Lead Forms

Will you need lead capture forms on your website?

Contact forms, quote requests, consultation requests, free estimate forms, etc.
Yes
No
💡 Advanced Lead Tracking Add-On: We can integrate CRM pipelines, advanced form tracking, and call attribution so every lead is traced to its source. Additional fees apply — see Add-Ons.
Online Booking & Scheduling

Do you have an online booking or scheduling solution?

Yes — I have my own online booking solution
We'll link to or embed your existing system.
No — I don't have an online booking solution at this time
Call Tracking

Do you currently have call tracking set up?

Yes
No
📞 Call Tracking Add-On: We recommend WhatConverts — it shows exactly which ads, keywords, and pages drive phone calls. See Add-Ons.
🔒 HIPAA Compliance: For healthcare businesses we offer HIPAA-compliant form and call tracking solutions. Mention this to your account manager.

Resources & Content

Tell us about existing content, forms, and tools we should include or link on your site.

Patient / Client Forms

Do you have patient or client intake forms to make available on your website? (Optional)

New patient paperwork, insurance verification, intake questionnaires. Not required to proceed.
Yes — I have forms to upload or link
No — not at this time
📄
Click to upload patient / client forms
PDF, DOC or DOCX
Client / Patient Portal

Do you have a client or patient portal?

Yes — I have a portal
We'll add a login link or button to your site.
No — I don't have a portal
eCommerce Store

Do you have an eCommerce store or sell products online?

Yes — I sell products online
No — I don't sell products online
I'd like to add an eCommerce store
Video Library

Do you have videos to feature on your website?

Yes — I have videos
No — not at this time

What types of videos do you have?

Office / Facility Tour
Team Introductions
Patient / Client Testimonials
Educational / How-To
Before & After
Service Demos
Reviews & Testimonials

Do you have reviews or testimonials to feature on your site?

Yes — I have reviews or written testimonials
No — not yet

Where are your reviews located?

Google
Yelp
Healthgrades
Facebook
Written Testimonials

Products & Add-Ons

Every client starts with our core website product. Add optional services to build out your full marketing stack.

Your Website Package
🌐
Website Management & Hosting
Custom website design & development, secure managed hosting, ongoing updates & support, SSL certificate, performance optimization, and monthly reporting. Everything you need to have a professional online presence.
$189/ month
Available Add-Ons

Select any services you're interested in — your account manager will confirm details and pricing before anything is finalized.

📝 Blogs / Informational Content
Regular blog posts, FAQs, and educational articles that attract organic search traffic and build authority.
From $60/mo
🛒 Content Marketing / Transactional Content
Service pages, landing pages, and conversion-focused content written to drive leads and sales.
From $100/mo
📈 Paid Search Management
Google Ads, Meta Ads (Facebook/Instagram), and local service ads managed by our team. Ad spend billed separately.
+ Monthly Fee
📍 Local Listing Management
Ensure your business info is accurate and consistent across Google, Yelp, Apple Maps, Bing, and 50+ directories.
+ Monthly Fee
⭐ Reputation Management
Monitor, respond to, and grow your online reviews across Google, Yelp, and other platforms. Includes automated review request campaigns.
+ Monthly Fee
📞 Call Tracking
Know which ads, keywords, and pages drive phone calls. Powered by WhatConverts with detailed attribution reporting.
+ Monthly Fee
🎯 Lead Tracking — Advanced Forms (WhatConverts)
Advanced form submission tracking, lead source attribution, and CRM integration so every lead is traced back to its origin.
+ Monthly Fee
🔗 CRM Integration (GoHighLevel)
Full pipeline management, automated follow-ups, and centralized lead tracking. Ideal for practices and agencies.
+ Monthly Fee
🎨 Logo Design
Custom logo designed by our team. Starting fee with final pricing based on revisions requested.
Starting at $XXX
📸 Photo / Video
Professional photography and videography for your team, office, products, or services. We'll connect you with our vetted creative partners.
+ Ask Us

Review & Submit

Review your selections below. Your account manager will reach out within 1–2 business days to confirm details and next steps.

Additional Notes (Optional)
Your Information
Pricing Summary
Monthly Investment
🌐 Website Management & Hosting $189/mo
Estimated Monthly Total $189/mo

* Add-ons marked "Custom" will be confirmed by your account manager. One-time fees (Logo Design, Photo/Video) are not included in the monthly total.

By submitting, you confirm all information is accurate. Your account manager will reach out within 1–2 business days.

You're all set!

Thank you for completing your intake form. Your account manager will review your submission and reach out within 1–2 business days to discuss next steps and confirm any add-on details.

Have an urgent question? Reply to your welcome email or contact us directly.