I. Primary Contact

First Name *

Last Name *

Your Title/Role *

Direct Phone *

Email Address *

Best Way to Reach You: *

Phone

Email

Text

Secondary Contact (If Different)

Full Name

Title/Role

Phone

Email

II. Business Information

The following questions will require you to provide details about your business.

Registered Business Name *

Doing Business As

Only if different from registered name

Business Address *

City *

State *

Country *

Enter your country

Postal Code *

Mailing Address

If different from business address

Business Phone *

Business Email Address *

Website

Year & Month Founded

III. Hours, Location & Appointments

The following questions will require you to provide details about your working hours.

Business Hours *

Holidays Observed

Payment Types Accepted *

e.g., Cash / Check / Credit Card / Venmo / Financing / etc.

Is an Appointment Required? *

Yes

No

Online Appointments Available?

Zoom Meeting

Google Meet

Both

Neither

Do You Visit Clients Onsite?

Yes

No

Do Clients Visit Your Location?

Yes / No - if yes, provide address

Appointment Booking Tool

Languages Spoken

IV. Brand & Legal

Tagline:

Do you have a tagline for your business? If yes please input it.

Better Business Bureau (BBB) Member?

Yes / No - if yes, BBB rating link

Professional Associations

Current Vendors

Business License or Contractor # to Display on Website?

Yes / No - if yes, provide number

Any Legal Text to Display?

Yes / No - if yes, provide text

Upload logo files in the file upload section.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Preferred formats: .ai, .psd, .eps. Any format is accepted.

V. Services, Products & Differentiators

List Your Services (Rank by most to least important)

List Your Products (If applicable, Rank by most to least important)

What Makes You Different from Your Competitors?

Awards, Certifications, or Accreditations

Current Promotions or Offers

Main Competitors (Name + Website URL)

VI. Target Audience

Describe Your Ideal Customer

Residential, Commercial, or Both?

Residential

Commercial

Both

Age Range of Typical Customer

What Problem Does Your Service Solve for Them?

Most Common Questions Customers Ask Before Hiring You

VII. Service Areas

List Service Areas by City (Rank most to least important)

Service Radius (By miles)

North
South
East
West

VIII. Marketing Goals & Ad Budget

Primary Goal

Phone Calls

Form Fills

In-person Visits

Online Purchases

Others

Total Monthly Ad Budget (If applicable)

Google Ads Monthly Budget (If applicable)

Facebook/Instagram Ads Monthly Budget (If applicable)

Have You Run Paid Ads Before?

Yes

No

What Worked in Previous Marketing?

What Did Not Work?

IX. Lead Notifications & CRM

Email Address(es) for Form Leads *

Phone Number(s) for Call Lead Forwarding *

Cell Phone for Lead Notifications *

text alerts

Team Members to Add to CRM

e.g., John Doe - (800) 555‑0100 - Designer (Member 1)

X. File Uploads & Assets

Upload files via the shared Google Drive folder link we will provide, or email to your account manager.

Brand Kit or Brand Guidelines

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF upload if available - we will create one if not

Upload or share Google Drive link:

Upload Existing Photos/Videos

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Google Drive Link

Do You Need a New Logo?

Yes

No

Do You Have Brand Colors?

Yes / No - If yes, provide hex codes

XI. Social Media Account Access

Please follow the instructions for each platform and confirm access below.

Does your business have a Google Business Profile?

Yes

No

If Yes: Grant access to [email protected] as Manager or Owner. Instructions: https://www.loom.com/share/a2c92834af934778aa736cc174a1fad9

Google Business Profile access confirmed

Yes

In Progress

No

Does your business have a Facebook Business Page?

Yes

No

If Yes: Grant Local Visibility Business Manager ID 227091951545031 Admin access.

Facebook Business access confirmed

Yes

No

In Progress

Does your business have an Instagram Business Page?

Yes

No

If Yes: Grant Local Visibility Business Manager ID 227091951545031 Admin access.

Instagram access confirmed

Yes

In Progress

No

Does your business have a LinkedIn Business Page?

Yes

No

If Yes: Grant Super Admin to https://www.linkedin.com/in/frankaldaco/

LinkedIn access confirmed

Yes

In Progress

No

Does your business have an X (Twitter) Page?

Yes

No

X (Twitter) access confirmed

Yes

In Progress

No

Does your business have a Pinterest Page?

Yes

No

If Yes: Grant Local Visibility Business ID 1018095196921100932 access.

Pinterest access confirmed

Yes

In Progress

No

Does your business have a TikTok Page?

Yes

No

TikTok Handle / Username

Does your business have a YouTube Channel?

Yes

No

YouTube access confirmed

Yes

In Progress

No

XII. Digital Accounts & Website Access

Is Google Analytics Installed on Your Website?

Yes

No

If Yes: Add [email protected] as Admin. Instructions: https://www.loom.com/share/f5e2112567d043698fab148da167de58

Google Analytics access confirmed

Yes

In Progress

No

Is Google Search Console Set Up?

Yes

No

Not Sure

Google Search Console access confirmed

Yes

In Progress

No

Do You Have a Google Ads Account?

Yes

No

If yes, add Google Ads Account ID

Do You Have a Facebook Ads Account?

Yes

No

If yes, add Facebook Ads Account ID

Domain Registrar

GoDaddy / Google Domains / Namecheap / Other

Domain Registrar access confirmed

Yes

In Progress

No

For GoDaddy users: Add [email protected] as delegate. https://www.godaddy.com/help/invite-a-delegate-to-access-my-godaddy-account-12376

Website Hosting Company

WP Engine / SiteGround / Bluehost / GoDaddy / Other

Website Hosting Login

Existing CMS (Website Platform)

WordPress / Wix / Squarespace / Webflow / Other

XIII. Business Directory Listings

List any directory accounts you currently have. Share login credentials or note if you need help claiming them. (YELP, Yellow Pages, Angies List etc.)

e.g., Yelp - username / password or access link

XIV. Business Directory Listings

Google requires verification to confirm your business is real. Please upload or provide the following.

Business Tax ID / EIN

Please upload a copy of your Drivers License (Front & Back)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Please upload a copy Certificate of Business Incorporation or Registration

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

XV. About Us

How many years have you worked in this industry?

What was your ultimate goal in establishing this business?

What would you say is your business philosophy?

What Attracted You to This Industry?

What Are You Most Proud of in Your Business?

Any Notable Projects or Results You Would Like to Highlight?