Business Information Worksheet

Primary Contact Information

Primary Contact

First Last

Position*

Phone*

Website

Email*

Business Owner Information

Business Owner Name

Business Owner Title

Date of birth

Email

Business Background

Business Name*

Company Tagline

Year Founded

Address

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

Distance from location for services or areas served

Email for submissions

Primary Phone

Secondary Phone

Fax

Number of Employees

Top 5-10 Business Categories (LIsted by priority)

Category 1	Category 2	Category 3	Category 4	Category 5

Primary keywords (256 characters)

Business description (Use keywords) (256 characters)

Top 10 Primary services (LIsted by priority)

Category 1	Category 2	Category 3	Category 4	Category 5

Google Business Profile Page

Business Facebook page

Linkedin business page

Twitter

Youtube

Yahoo

Bing

Yelp.com

Instagram.com

Events / Coupons / Special Offers

Brands

Professional Associations

Certifications

Links to company logo

Links to photos (3)

Business Hours

Add Hours

Payment Types Accepted

Cash
Visa
MasterCard
Discover
Debit Cards
Check
Invoice / Other

Website Upgrade/Redesign/Review

Is there any specific design element that you want to keep from the current look?

Unique selling propositions

What are your top 3 unique selling propositions? (In other words, what makes you stand out from competitors in the area? For example: We offer same price after hours, we offer 100% guarantee or service is free.)

3-5 most requested services

3-5 most frequently asked questions

Money back guarantees

Do you offer 100% money back guarantees or refunds? Any other promises you have regarding your services? -- if not already stated on existing site

Specialty Service

Do you specialize in any particular service? Do you offer any services that your competitors don’t?

Additional training

Do you and your technicians participate in ongoing training programs? How do you stay up to date on the latest industry changes/standards?

Digital Assets Personalization

We create digital assets for you and the following questions will help us personalize everything and paint a more engaging picture of your company.

How did the company get started?

Why should patients or clients choose to work with you?

Anything extra you’d like your patients or clients to know about you? Do you have any special slogan or saying you would like to bring in? Ex: "Hometown heroes"; 5-star service

Do you service any specific brands or have contractual agreements that limit logos that can be displayed on the site

Upload a file containing database or account logins

Drop files here or

Max. file size: 25 MB, Max. files: 10.

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Phone

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