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Onboarding
Email
This field is for validation purposes and should be left unchanged.
Business Owner / Business Contact Information
This is the information used to contact the business owner or representative directly
Business Owner's Name
Business Owner's Email
Business Owner's Phone Number
Business Owner's Secondary Phone Number
Business Owner's General Availability
Is there a secondary contact?
Yes
No
Secondary Contact Information
This is the information used to contact the secondary contact directly
Secondary Contact's Title
What position does this contact hold?
Secondary Contact's Name
Secondary Contact's Email
Secondary Contact's Phone Number
Secondary Contact's Secondary Phone Number
Secondary Contact's General Availability
Business Contact Information
This is information used by customers to contact the business
Business Name
*
Business Phone Number
Business Secondary Phone Number
Business Email
Business Hours Of Operation
Business Address
Street Address
Address Line 2
City
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Business Website
Client Code
*
Remember: The Client Code is the first four letters of the client's BUSINESS NAME appended with the number one. In the case that the code is already in use, append it with the number 2, and so on... PLEASE USE UPPERCASE CHARACTERS
Services & Software Information
Please Choose Which Services The Client Is Receiving:
Web / Graphic Design
Service Area Pages
Local Long Tail
Blog Posts
Adwords
Link Building
Help Desk
MaxCDN
Site Speed Optimization
Craigslist Posts
Social Media Management / Setup
Google My Business (Places) Setup
Local Marketing
WordPress Maintenance
Please Choose What Software The Client Is Receiving:
Active Campaign (Exclusive Blasts)
Near By Now (Web Wizards Local)
Grade.Us (Review Bloom)
Social Report
Google Analytics
Callrail
BriteLocal
Product Phoenix
Business Goals / Service Information
What is the tagline or main selling point of your business?
The best taglines are short and sweet yet clearly describe what the client offers in terms of benefits or features.
NOTE: For local businesses, it's a good idea to have a reference to the area they serve in the tagline. Ex. "Best Repair, Installation, And Maintenance in North Jersey!"
Can you describe your business in a few sentences?
What kinds of services do you offer?
Other Business Information:
Web / Graphic Design Information
Do you have a pre-existing logo?
Yes
No
Do you have the existing source files?
Source files will likely be .PSD, .AI, .SVG, or .EPS
Yes
No
Not sure
Please email us the source files
Please email us whatever logo files you have (the larger the better).
Do you need the logo redesigned and/or vectorized?
NOTE: Vectorizing a logo is a process which involves tracing the logo using vector graphics. What this means is that instead of being made of pixels, the image is made of algorithms and can, therefore, be blown up to any size without pixelation.
Yes
No
What alterations need to be made to the logo?
Would you like us to design a logo for you?
Yes
No
Do you have any ideas about what the logo should look like?
Ask the client about their vision for the logo. Colors, shapes, text, any examples of other logos they like... Provide any details below.
We will need a logo for the website, but will use your business name as text as a placeholder until the logo is received.
Do you have a pre-existing website?
Yes
No
Do you have your cPanel login credentials?
Yes
No
Not sure
Please send your login credentials to us via email.
This login will be required before we can go live with the site. If you're unsure what your username and password is, we can assist you in figuring out where their cPanel is hosted so that you may contact support to recover their account information.
Do you have your domain login credentials?
Yes, it's the same as the cPanel logins
Yes, it's different than the cPanel login
No
Not sure
Please send your login credentials to us via email.
This login will be required before we can go live with the site. If you're unsure what your username and password is, we can assist you in figuring out where your domain is hosted so that you may contact support to recover your account information.
Do you already have a hosting plan?
Yes
No
Not sure
Please send your login credentials to us via email.
You can either buy hosting (we recommend a dedicated VPS from GoDaddy - https://ca.godaddy.com/hosting/vps-hosting ), or we can set you up on our server ( although the site won’t load as fast which is noticed by search engines like Google ). We can put you on our server for now and make the switch to a faster VPS when we start your marketing.
Have you already bought your domain?
Yes
No
Not sure
Please send your login credentials to us via email.
A domain address will be required before we can go live with the site. You can search for a domain through GoDaddy or any other provider. Please send us the logins via email.
What is your current URL?
Is there any content (written, images, or videos) on your previous site which you would like to keep?
What is it that you don't like about your existing site? What is it that you do like?
Will you need an image gallery on the site?
Yes
No
We will send you a link to a google drive folder where you can upload images to share with us.
Will you need to book or schedule appointments through your site?
Yes
No
Do you already use booking software?
Yes
No
Please send us the login credentials or information about your booking software via email so that we can see if it can be integrated into the website.
What information will you need from your customers to book or schedule an appointment?
Name
Email
Phone Number
Street Address
Dates of availability
Times of availability
What service their interested in
How they heard about your website
Other
Will you need to accept payments / donations through your site?
Yes
No
Do you already have a payment processor?
Yes
No
Please send us your login credentials so that we may integrate the payment processor with your website.
You will need to set up an account with a payment processor in order to accept payments through your website. We recommend paypal or stripe.
Do you have any particular color scheme / company colors in mind?
Are there any competitor or other sites you'd like to emulate?
What look and feel are you going for?
Service Area Page Information
Will the Service Area pages be hosted on EWM's server, or the client's server?
EWM's Server (Most Common)
The Client's Server
Will the service area pages require a web form?
Yes
No
What fields will the form require?
Which categories of service area page will be required?
Note: Each category will generate its own unique set of service area pages and may have its own unique template layout. Please list the names of the required categories below.
Which states, counties, or cities will we need to develop service area pages for?
Which phone number(s) will be displayed on the service area pages?
What deals / discounts / specials / coupons should be displayed on the service area pages?
Social Media Information
What social accounts do you already have?
Facebook
G+
Twitter
LinkedIn
Pintrest
Other
Please send the logins to us via email.
What are the other social accouts?
Please send us the social media logins via email.
What accounts do you need set up?
Facebook
G+
Twitter
LinkedIn
Pintrest
Other
What name would you like to use?
In order to set up social media accounts, we will need a first and last name to associate with the account. This must be a real name (not a business name).
First
Last
What date of birth would you like to use?
Month
Day
Year
Would you like us to design custom graphics (display pictures, cover photos, etc...) for your social accounts?
Yes
No
Do you have any ideas for what kind of imagery you'd like to see used?
Would you like to approve all posts before publication?
Yes
No
Any Other Information Regarding Social Media:
Callrail Information
What is the call forwarding number?
Same As Business Phone Number
Same As Personal Phone Number
Local Long Tail Information
Will you be receiving a 10, 20, or 30 pack?
10 Pack
20 Pack
30 Pack
Not Sure
*** This information will be required before setup can begin ***
Grade.Us (Review Bloom) Information
What is the main call to action or incentive to leave a review?
Which location should we start promoting and getting reviews for?
Do you already have any of the following review accounts?
Facebook
Google
Yelp
Angie's List
Judy's Book
Yahoo! Local
YP
Better Business Bureau (BBB)
Twitter
LinkedIn
Foursquare
Houzz
Other
What are the other accounts you already have set up?
Please send us the logins via email
Will you need any of the following revew accounts set up?
Facebook
Google
Yelp
Angie's List
Judy's Book
Yahoo! Local
YP
Better Business Bureau (BBB)
Twitter
LinkedIn
Foursquare
Houzz
Other
What are the other feeds you need set up?
WordPress Maintenance Information
Which maintenance package would you prefer?
Essential Package ($25/month)
Advanced Package ($100/month)
*** A One-Time Tuneup Fee Of $100 Will Be Charged. This Tune-Up Fee Is Included In The Cost Of All New WordPress Site Designs ***
Would you like to sign up for Advanced Cross-Platform & Device Analysis? ($100)
Essential cross-platform testing is included in the one-time tuneup.
Yes
No
Untitled
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Home
Websites
WordPress Experts
Web & Graphic Design
Website Maintenance
Server Hosting & Domain Management
SEO & Content
Google Domination
Google and Bing Keyword Suggestion Optimization
Google Guarantee Local Services
Google-Map
Google Ads
Google SEO Local & National
Bing Ads
Social Media Services
Facebook Marketing
Instagram Marketing
Tiktok Marketing
X Marketing (Twitter)
Youtube Marketing
Content and Video Production
Social Media Out Reach
Other Marketing Services
Email & SMS Marketing
CRM Management
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