Onboarding Form - Hexapoint

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GDrive Prospect Folder ID

Services*

SEO

Google Ads Management

Website Design / Development

Website Maintenance

Hosting

Google Maps SEO

General Business Information

Start Date*

MM slash DD slash YYYY

Company Name*

Website URL*

Primary Contact*

First Name Last Name

Primary Contact Email (For communications with Hexapoint)*

Billing Contact*

First Name Last Name

Billing Email*

Business Email (Client-Facing)*

Business Owner

First Name Last Name

Number of Business Locations

For multiple business locations we will need the business information questions below submitted via email after completing this form.

Business Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Business Phone Number*

Year Business was Founded or Established

Operating Hours and Days of the Week

Closed Days (Holidays, etc.)

Images

For blog posts, Google Business posts, and additional page content would you like to provide your own photos or would you like us to provide stock photos (at no charge)?

High Resolution Logo

Drop files here or

Max. file size: 124 MB.

What CMS is your website currently on?

e.g. Wordpress, Squarespace, Wix, Shopify, Custom Built etc.

If your site is on a content management system with a back-end like WordPress or Squarespace please provide the login credentials here.

Hosting Credentials

Please provide you hosting credentials here.

Website Development Information

Do you have brand guidelines?*

Yes

Upload Brand Guidelines

Max. file size: 50 MB.

Current Brand Attributes

In the absence of brand guidelines please provide as much detail here as possible regarding colours, fonts and styles that you would like us to use. You can also upload any existing brand assets to the shared Google Drive folder that you will get invited to after submitting this form.

Domain Registrar Access

Please either delegate [email protected] as a user or provide login credentials below.

List of Services / Pages to be Included on your New Website

Will you be providing content that is not on your current website?

Yes

Style Preferences

Please provide at least 3 examples of websites that you like. Be as detailed as possible about what you like and don't like about them. Also let us know if there are any styles of websites that you really don't like.

What is Your Main Call-To-Action?

Indicate your preferred mode of communication for customer correspondences. Eg. phone, email, book and the CTA. Examples include call now, schedule a free consultation, book today.

A good call-to-action gives the reader direction about how to proceed through your conversion funnel from where they are and gives them some incentive to do so.

Contact Form Requirements

Please describe which fields you would like to include on the contact form (First Name, Email, Phone Number, Subject, Message etc).

Would You Like a Chat Widget?

A chat widget is a small interactive tool integrated into a website or application that enables real-time communication between users and support representatives. It appears as a small pop-up or icon, usually located in the corner of the screen, allowing users to initiate conversations easily

Yes

Other

Which Email Should Forms Submit To?

SEO Related Information

Full Range of Services Offered

Please provide a full list or description of all the products and services your business offers.

Current Social Media Accounts

Please list URLs for all social profiles

List 5-10 Blog Topics you would like covered

If there are particular areas and topics you would like covered in your blog, please list them here. We will build out additional topics based on competitor research and search volumes. This list will be used as a starting point.

Would you like to approve the blogs before they are published

Who will approve blog posts?*

First Name Last Name

Email address for blog approvals*

Please provide email address

Google Business Profile Information

Current Directory Listings Accounts

Please list profile URLs and Login details here. If you can't find a login please at least list the URL. If a profile is not listed here we may end up creating a duplicate. Please include all directory sites like Yelp, Bing and Apple Maps that you have logins for:

Areas Served

Do you serve specific neighborhoods or a radius around the business?

Business Attributes

Please check all that may apply

Wheelchair Accessible

Parking Offerings (Free / Paid)

Wi-Fi (Free / Paid)

Family-Led/Owned by Family

Veteran-Led/Owned by Veterans

Women-Led/Owned by Women

Pets Welcome

Appointment Required

Mask Required

Staff Wear Masks

Temperature Check Required

Staff Required to Disinfect Surfaces Between Visits

Staff Get Temperature Checks

Onsite Services

Online Appointments

LGBTQ-Friendly

Google Ads Management

Do You Have a Google Ads Account?*

Your ID is located in the top right corner when you are logged into Google Ads (https://ads.google.com/)

Yes

10 Digit Google Ads Account ID

Geographic Regions to Target and/or Radius

Monthly Google Ad Spend Budget

Are you okay with using call tracking on the website?

Essentially, ONLY when someone visits your website from a Google Ad, the phone number will swap to a tracking phone number so we can track the calls as leads. You do not own this number, but it will forward to your regular phone number.

Yes

Would you like us to record and or review calls to understand the quality of leads from different campaigns?

Yes, please record and review

Yes, please record, but do not listen to recordings unless asked

No, please do not record calls

Provide 5-10 selling points for your business (x years in business, insured, open Saturdays, licensed etc.)

Accesses & Other Information

Share Google Analytics Access (If you have it setup)

1) Sign in to Google Analytics.

2) Click Admin, and navigate to the desired account/property/view.

3) In the Account, Property, or View column (depending upon whether you want to add us at the account, property, or view level), click User Management. In the Account users list, click +, then click Add new users.

4) Enter the [email protected] email address.

5) Select Notify new users by email to send a message to the user.

6) Select the "edit" permissions level.

7) Click Add.

Complete

I don't have an account. Please set one up for me.

Share Google Business Profile Access

Please assign manager access to [email protected]. If you're not sure how to do this follow the instructions below:

1) Sign in to Google My Business.

2) If you have multiple locations, open the location you'd like to manage.

3) Click Users from the menu.

4) In the top right corner, click the "Invite new users" icon.

5) Enter the [email protected] email address.

6) Select the "Manager" user roll for both.

Click Invite.

Complete

You will receive an email after submitting this form with a link to a shared Google Drive where you can upload images and or content for us to use.

Keywords to Target

We will build out additional keywords based on competitor research and search volumes. This list will be used as a starting point.

Additional Notes

Please enter here any additional information you may think is relevant for the campaign