Business/Organization Information
Business/Organization Name
Website Address
Address
Street Address
City/State/Zip
Main Contact
Main Name:
Position
Main Email
Phone
Billing
Billing Name
Billing Position
Billing Email
Billing Phone
Billing Preferences
Do you have an internal or external IT company?
IT Contact Information
What program hosts your company email? (Outlook 365, Google, ect)
Company Email Program
Part of our process uses Google Drive/Docs. To have access and be able to edit the files you will need to have a Gmail address. What email address/s should be given permission to your files?
Email
Current Website Information
Where is your domain name is being hosting? (ex. Godaddy, Siteground, BlueHost, HostGator)
Name of site
Username
Password
Customer Number
Call Pin Number
Where's the current website is being hosted (ex. WP Engine, Godaddy, Siteground, BlueHost, HostGator etc.)
name of site
username
password
customer Number
call Pin Number
How do you log into your current website?
Website Site Link
Website Username
Website Password
New Website Information
Where will your new site be hosted?
Cloudflare Credentials
Username
Email
Password
Google Information
There are a lot of Google tools used for your business. Below we ask for password information so that we can add ourselves as administrators to your account and ensure everything is set up appropriately. If you wish to add us instead of sharing passwords that is fine. Please add:
Do you have Google Search Console set up? (required)
Do you have Google Search Console set up?
Do you have Google Analytics set up? (required)
Do you have Google Analytics set up
Do you have Google My Business set up?
Do you have Google My Business set up?
Do you have Google reCAPTCHA set up? (required)
Do you have Google reCAPTCHA set up?
reCAPTCHA Key v3
Site Key
Secret Key
reCAPTCHA Key v2
reCAPTCHA v2 Site Key
reCAPTCHA v2 Secret Key
Company Google Login (used to access google tools)
Company Google Username
Company Google Password
Recovery Email
Social Media Information:
If we are managing your social media:
Please sign up and register with Coschedule CoSchedule . This is used to manage your Jumpstart and all social media. We ask that you sign up and provide us with the login as this will allow you to login and add your own information. There is a monthly cost for this. This also means that you will own all of the content should we ever separate.
CoSchedule
Coschedule Username
Coschedule Password
Facebook
Facebook Username
Facebook Password
Twitter
Twitter Username
Twitter Password
LinkedIn
LinkedIn Name
LinkedIn Password
Instagram
Instagram Username
Instagram Password
YouTube
YouTube Username
YouTube Password
Email Marketing Program
Which email software do you use
Marketing Username
Marketing Password
CRM/Database (ex. Hubspot/Salesforce):
CRM/Database Username
CRM/Database Password
Chat Box
Chat box Username
Chat box Password
Additional Information
Additional Information
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