Monthly Marketing Questionnaire (No Website Build)

Please take the time to fill this out as thoroughly as possible. This will help our team understand your company better and give us direction for your monthly marketing.

"*" indicates required fields

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Company Details

Company Name*

Website*

Point of Contact*

The person who our team will be speaking to on a monthly basis regarding content management.

Your Email*

List three to five categories your company falls into:*

Company Details Continued

How did your company get started?*

What is your story?*

What makes you an expert in your field?*

What sets your company apart from your competitors? How do you outshine them?*

Who is your ideal clientele?*

Are there things you do not do? Or locations you do not service?*

List anything that your consumers may mistake you for doing that you don't do. For example, you are a fence supplier but don't do repairs.

Are there common mistakes people usually make about your industry/brand/product that you want to warn us about?

How do you want your company name listed in local directories?*

If you've recently changed your business name, or have a different DBA name that you use please list it.

Products, Services & Locations

Products and services offered:*

Please tell us about your products and services.

What keywords would you like us to target?*

Please list a minimum of 20. Our team will determine the best ones to use that fits your package. If you have an SEO Elite package list of minimum of 25.
Use the + sign to add an additional row.

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Column 3

Cities and States Serviced:*

List 10, 20 or 25 based on which package you chose. Enter a minimum of 10 cities. Use the + sign to add an additional row.

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Column 2

Column 3

Q&As*

Please provide a list of common questions with the answers that you customers ask you. A list of 10 would be amazing!

Use the icons (x) on the side to add another column.

Question

Response

Google Business Profile

Formerly Google My Business

Do you have a Google business listing?*

Yes

Are all the listing details correct?*

i.e business name, address, phone number, description, services etc.

Yes

List everything that is inaccurate*

List your location details*

Include business address, business phone number, website & hours

Note: If you only serve your client's at their location, we still need a physical address to verify your listing. Once it is verified we will only display your service are.

Service Radius

GMB Attributes
Select all that apply.

From the business

Identifies as Black-owned

Identifies as Latino-owned

Identifies as veteran

Identifies as woman-owned

Health & Safety

Appointment required

Mask required

Staff get temperature checks

Staff required to disinfect surfaces between visits

Staff wear masks

Temperature checks required

Accessibility

Wheelchair accessible entrance

Wheelchair accessible restroom

Wheelchair accessible seating

Service Options

Online estimates

Onsite services

Crowd

LGBTQ+ Friendly

Transgender safespace

Amenities

neutral restroom

Please add us to your GMB listing

Follow the instructions found here .

Yes I added you as a manager

No not yet

Resources

What are some good sites that you think may have good information and updates on your industry?

*Click on the plus icon to add a new row.

Are there any other resources that would be relevant for us?

Will you be providing new photos on a regular basis?

Photos are key to helping your blogs look fresh and relevant. Providing new photos on a regular basis can help you stand out. Need to add a photo package? Click here.

Yes

Will Try

What social networks do you post to regularly that we can gather photos from?

i.e Instagram, Facebook

Can we use stock photos for blogs and social media posts?*

Yes

Only if it isn't related to a specific project/product we've designed

Account Info

Current site login

Please provide admin access
Or if you'd prefer, add us as a user. Click here for instructions.
Our team needs this ASAP in order to prepare for a timely service launch.

URL

Username

Password

Hosting or Cpanel Login

Please provide access to your hosting account so our team can connect you to our malware scanning system for website security.

URL

Username

Password

Social Media

Most social media accounts allow you to add us as admins to your profiles.
- For FB, Google Business Profile, Instagram, and Linkedin please go here: View instructions on how to add us to your Social Media accounts.
- For Twitter, please add the details below.
** To add another row click the plus sign on the right-hand side.

URL

Username

Password

Do you have a Google Analytics Account?

This is used for tracking your website analytics. If you have tracking set-up on your website and your current marketing company set it up for you, please request ownership from them.

Please grant us access by following the instructions found here.

Does your business use any of these accounts?

For our AI review campaign platform, we are able to integrate with the accounts listed below. Please select all that apply.