Business Technical Intake

Complete this multi-step intake questionnaire to provide your business specifications, branding assets, copy, and service details. Your progress is saved at each step, and you can log in to resume at any time.

Step 1 of 6 // Account Initialization Progress Auto-Saved
01 Contact Contact & Setup
02 Logistics Domain & Tech
03 Branding Visual Assets
04 Audience Positioning
05 Content Copy & Offer
06 Review Tiers & Submit

01 // Contact & Account Initialization

Primary contact or owner first name.
Primary contact or owner last name.
The legal or trade name of your business, firm, or agency.
Direct contact number for onboarding support.
The email address used for portal authentication and project updates.
Toggle whether your business is fully remote / digital or has a physical headquarters / storefront.
Link to your business Facebook page.
Link to your business Instagram profile.
Link to your company LinkedIn page.
Link to your business YouTube channel.

02 // Domain & Tech Logistics

Toggle whether you have registered a custom website domain.
Your domain address (e.g. mybusiness.com).
Where your domain is registered (or where you plan to register). Passwords are never collected.
Your online booking or appointment platform (Calendly, Acuity, Jobber, Housecall Pro, Setmore).
How you accept payments or send invoices (Stripe, Square, QuickBooks, PayPal, Authorize.net).

03 // Branding & Visual Assets

High-resolution PNG with transparent background preferred, SVG, PDF, AI, or PSD (Max size: 20MB).
Hex codes (#0A2540), Pantone numbers, or a general color description (Primary, Accent, Background).
Describe your brand feel: Modern & Clean, High-End Luxury, Industrial & Rugged, Warm & Welcoming, Tech-Forward, Holistic & Organic?
Toggle whether you would like our design team to curate matching modern typography or if you have specific brand fonts.
Upload photos of your team, past projects, workspace, service vehicles, equipment, or products (Select multiple files, max 20MB per file).

04 // Target Audience & Positioning

Who is your core target audience? (e.g. Residential homeowners needing fast repairs, luxury home buyers, wellness seekers, commercial property managers, business owners).
Your primary specialization or business category (e.g. Commercial & Residential Plumbing, Luxury Real Estate Representation, Sound Therapy & Energy Healing, HVAC Installation).
What sets your business apart from competitors? (e.g. 24/7 rapid dispatch, transparent flat-rate pricing, 20+ years master certified, proprietary methodology, guarantee policy).
A short, memorable phrase capturing your business promise.

05 // Website Copy & Content

An overview of your company, background, founder story, certifications, licenses, and industry credentials.
What is the core mission or passion driving your business?
Provide 2-3 customer reviews or testimonials, including client first names or company names.
Title of your free estimate offer, buyer guide, inspection checklist, initial consultation, or discount voucher. Upload a PDF guide, voucher document, or promotional asset for your free resource.

06 // Service Offerings, Policies & Final Review

Define your primary client service offerings and pricing tiers for website formatting. Complete final policy selections and submit your profile.

Offering 01
Offering 02
Offering 03
List optional add-on services, emergency dispatch options, maintenance plans, or extra consultation hours.
Toggle whether you would like standard trade/professional disclaimers added or if you provide custom legal language.
Toggle whether you need generic legal footer templates added or have custom legal links.