Client Intake Form

Step 1 of 7

Thank You – Please Complete These Details Next

This is a long and detailed form, and we need you to please be thorough. If you have your own developers and programmers, then leave out the FTP and server access, or anything else that you’re not comfortable sharing. If you use WordPress, we DO need that login information please.

Everbearing Services direct line is 503-875-8364. Please use that number, and we are typically available to you 7 days a week if the situation is urgent. Otherwise, if the situation is NOT urgent, then we are available Monday-Friday 9-4.

Our Primary email address is [email protected] and while we do try to answer all mail quickly, we also try to stay out of mail during evenings and weekends. If its ever urgent, just use the phone. Your emergency is our emergency.

Scheduled phone / screenshare appointments are best made at least 24 hours in advance, and that can be accomplished by contacting us at [email protected]

Click Next below to get started!

Contact Information
Name*
First Last
Business Name*

This should be your legal business name. The one that appears at your website, in the phone book, and ultimately how you'll be listed everywhere from Google to Yelp. If we are working with you on multiple locations, just list a primary one here.
Primary Domain Name (URL)*
Main Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

It is CRITICAL that you verify your address at the Local Post Office. Step one in our process will be to ensure that your website matches exactly what the USPS says, and all other listings will then follow accordingly.
Additional Locations / Addresses / Business Names
Name Phone Number Address line 1 Address line 2 City State Zip

If you have more than one location, please add each name, each phone number, and each address. If you have more than 5, we can just get spreadsheet from you.
Company (Public) Phone*
Company (Public) Phone 2
Public Fax
Preferred phone (private) for us to reach you
Email (Billing / Contact w/ Us)*

Primary account billing email
Email (Public)*

This is the contact information for your business that will be shown on websites and directories throughout the web.
Email Delivery Address for Site Leads*

This is the primary email address that your web generated leads should be delivered to. Whether they are contact forms, quote requests, or anything at all that we may someday develop for you, we need to know exactly where they should be delivered.
Additional Domain Names
Domain Notes

Please list any additional domain names that you may own, control, or contribute to on an ongoing basis.

Business Information
Year the Business Was Founded*
Number of Employees*
Gross Annual Revenue
Product sold, services provided, etc.*
List brand names, service descriptions, etc.. Sort of like "key phrases" that will educate us about your company offerings. Take all the space you need...
Affiliations*
What national or local organizations do you belong to? Are you a member of the Better Business Bureau? How about a local chamber of commerce? Are you a state contractor? Do you belong to the American Medical Association? The US Travel Association? Any credible organizations at all should be listed here with links, and please link directly to your profile pages if possible.
Business Description*
At least a single summary paragraph is required, but anything else you can tell us that that we can use to represent your business will be appreciated. Think of it as a 200 character classified ad. The more you put here, the better though. What makes you different than your competitors? How can you best help me (your visitor) Do you offer exclusive products, specialized areas of expertise, huge customer benefits, like saving time, money, etc. and exactly why, are all great for us to help communicate your message. (If you already have all this information on your website, then please just put the link to that page here.)
Operating Hours*
Business History*
What year was your business founded? How did you get started? Why was it started? Please provide a link to this information on your website, or include it here.
Forms of Payment Accepted
Cash, Visa, Mastercard, Discover, Check, Purchase Orders, Paypal, Google Wallet, Diners Club... any others? Please list any and all that you accept...
Have you moved, changed your phone number, or changed business names?
If you've moved or changed names in the past five years, please tell us any former operating names and any former addresses, including your old unit or suite numbers and zip codes, AND any old phone numbers. This is extremely important!
Promotions*
Are you able, or do you ever, offer any coupons, discounts, or introductory specials, etc? Have you got any promotional ideas, like photo contests, two for one meals, an iPad giveaway, etc.? Maybe you've already done some? Please list them here, whether you've done them or just for brainstorming, and get creative! If you have links to past promotions you've done online, please send those too.

SEO Information
Why Should You Rank?*
This is often the hardest question on the list... Why SHOULD you outrank your competitors? Make believe you're explaining to a Google engineer the reasons your site should outrank your competitors - not from an "SEO standpoint", but from the viewpoint of a site visitor. Are you the largest, fastest, cheapest, most exclusive, etc.? What makes your business unique? This is where you would put your USP - Unique Selling Proposition.
Search Engine Key Phrases*

Please list no more than ten phrases for what you feel are your most desirable search terms to rank well for. There may be thousands, but please list ten or less.
Top Competitors*

Please list at least three URLs for companies that you feel are your top competitors.
How Do You Define a Successful Visit?*
What can people do on your website? Phone you, fill out a form, subscribe to a newsletter, request a quote, download a white paper, register for an account, etc. ? These are all considered "conversions" and may be trackable in your Google Analytics.

Google Analytics & Webmaster Tools
Your security is of the utmost importance, so instead of providing your Google logins, you can add to your Google Analytics and Webmaster Tools, etc. - If you need help, please reach out to us at [email protected] for assistance.
Usernames and Passwords
Not everything below will be needed unless we'll be working on (or moving) your website. If that's the case, then please be as thorough as possible, and verify that the logins work before providing them here. For added security, you may be able to create new admin users for your web hosting control panel, Content Management Systems and FTP access. If you know how, then that's likely your best course of action. If, on the other hand, you would like us to do all of this for you, please provide your existing login credentials here, and we'll add ourselves. Once we've completed the additions, you should then change your passwords for your own safety.
Google Username
Google Password

This is here for your convenience, but we actually discourage you from sharing this information. Instead, grant access to us using [email protected] at Google Analytics, Google Search Console, and make us a manager of Google My Business. If you have a Google Adwords account, We will request access to your Google Adwords separately. However, if you really don't have the time for it, then feel free to just provide your Google account email address and password here, then you'll likely get a text message from Google when we try to log in. Feel free to reach out to us at [email protected] if you need any help with this process!
Google AdWords - Your Advertiser ID

Do you advertise in Google? This account number is is located in the top right of your Google Adwords account screen, and can be seen only while you are logged into your Google Adwords account. Please copy and paste that number here.
Web Hosting Control Panel URL
Web Hosting Control Panel Username
Web Hosting Control Panel Password
WordPress (or another CMS) Installed?
Other CMS
FTP Path
FTP Username
FTP Password
Domain Registrar
This is where you have purchased your domain, and we likely won't need this, assuming you'll know how to make changes when needed. For example, we're likely to recommend moving your DNS for better performance. If you won't be comfortable making the change yourself, then you can include the info here.
Other Domain Registrar
Domain Registrar username
Domain Registrar password
Call Tracking Software**
Call Tracking Service Name*
Call Tracking Service Username*
Call Tracking Service Password*
Other Accounts
URL Username Password

What other account access do you want to share with us? Do you have accounts established already at at Raventools? At Moz? At Yelp? Reach Local? UBL? Anywhere? Please list any and all access that you're willing to share.

Social Media
Facebook Login Email address

We do not actually want your personal Facebook login. The "correct" process would be to share your page with our Facebook account (https://facebook.com/rom.mccabe) and grant us admin privileges for both your Facebook Business Page and your Facebook Advertising Account and we can walk you through this remotely. However, we DO want you to be able to make this process simple, and for some people that means sharing their personal Facebook login here.
Facebook Password
Facebook Business Page URL

Not to be confused your personal Facebook page, this is your business page, where your customers might interact. Once we know your URL, then we will LIKE your page, and we will request admin access from you for reporting purposes. We'll never post anything on your behalf without permission, but by having admin access, in order to get our team members access so we can provide you with more insight about engagement, and potentially manage ads.
Twitter Username or URL

Just like Facebook, we'll never post anything on your Twitter account without permission, but by having admin access, we can provide you with more insight about your followers’ engagement.
Twitter Password
LinkedIn Personal URL
LinkedIn Business Page URL

Not to be confused your personal Linked-in accounts, this is where your customers might interact.
Key Employee Linked-In Profiles

Please provide all of the URLs here to the Linked-In profiles of your primary company leaders, officers, managers, sales people or other key employees. The more URLs you can share with us now the better off we'll be later.
Other Profile Pages

What other services does your company belong to, for which you have a business listing? Superpages, Citysearch, Yelp, Yahoo, Bing, localeze, YP.com, etc. are just a few, but are there any others? Please provide us with a list of the URLs, as well as the the usernames and passwords for EACH of these services. We need these to not only ensure that your data is consistent, but also so we do not create duplicates on your behalf.

Miscellaneous Info
Other Contact Info
Name Role Phone Number Email Address

Please list the names, positions and contact information for any of your staff or contractors whom we'll be communicating with. This might include web designers, IT people, advertising and marketing folks, graphic designers, location managers, etc. We'll only contact them when necessary, and will cc you on all of our communication.
Company Artwork
Drop files here or

Accepted file types: zip, jpg, png, pdf, gif, Max. file size: 48 MB.
If we can use your website for all the logos and employee images you need, great. If not, then uploading a folder here is an option. Provide a single zipped folder of any and all important artwork, logos, photographs, etc. that we can use to help promote and represent your business not only on your website, but elsewhere too. Ideally, at least one of your company logos will be in a square format, for use on profile pages throughout the web. Individual files should be appropriately and logically named, such as acme-squarelogo.jpg or bobjones-profile.jpg so they are easy to refer to and easy to figure out. If you are not able to do this, then we will do it for you at no charge, and return a zipped folder of all the art to you for use elsewhere, but please at least give us a high quality logo. Upload Zipped Art Accepted file types: jpg, gif, png, pdf, zip.
Notes
Anything else you'd like to say?
Comments
This field is for validation purposes and should be left unchanged.

Name	Phone Number	Address line 1	Address line 2	City	State	Zip

Domain	Notes

URL	Username	Password

Name	Role	Phone Number	Email Address

Client Intake Form

Step 1 of 7

Contact Information

Business Information

SEO Information

Usernames and Passwords

Social Media

Miscellaneous Info