Company Information (Primary Location)
First Name
*
Last Name
*
Email
*
Company Name
*
Address
*
City
*
State
*
Postal code
*
Main / Office Phone Number
*
Intake Phone Number (enter even if its the same as the main number listed above)
*
Public Email Used For Your Business (such as Info@...)
*
Intake Email (Website Lead Forms, DLF, General Campaigns, Etc)
Website
*
Payment Types Accepted
*
Are your fees always flat fees?
*
Yes
No
If not, which services are and which are not?
*
Year Founded (Some Verticals Require This Info)
*
Number of Employees (Some Verticals Require This Info)
*
Operating Hours
*
Answering Service 24/7
yes
no
Bar Number (Some Verticals Require This Info)
*
Birth Date (Some Verticals Ask For This)
Law School(s) (Some Verticals Require This Info)
*
Years Attended (Some Verticals Require This Info)
*
IMAGES - Please share interior, exterior, team members, events, etc (you can never send too many).
Image Folder Link
*
Keywords & Cities
NOTE: Organic Keywords (PPC keywords will be done separately with PPC team)
Primary Keyword (primary practice area)
*
Keywords (list here, KW1, KW2, etc)
*
Case Types You'd Like To Add To Your Primary Practice Areas
Target Cities (or surrounding cities you market in)
*
Additional Location/NAP
Secondary NAP For Google Local Service
Private Registration Email Address For Your Google Local Service
Marketing Emails
1. Local Email
*
Local Email Password
*
Local Email Webmail Link (Link used to sign in)
*
2. Gmarketing Email
*
Gmarketing Email Password
*
Gmarketing Email Webmail Link
*
Alias/Group Emails for Secondary GMBS
What Is The Email System Provider For The Firm
Who Creates and Manages Email Addresses For The Firm?
If An Outside 3rd Party, Provide Contact Info For New Email Address Creation Requests:
Message (Example: include contact info to IT person, or staff member who can assist with said request).
Google Properties Access
GOOGLE MY BUSINESS
GMB Username/Email
*
GMB Password
*
Add "
[email protected]
" on as a "Owner."
GOOGLE ANALYTICS
GA Username/Email
*
GA Password
*
Add "
[email protected]
" on as a "Administrator."
GOOGLE SEARCH CONSOLE
GSC Username/Email
*
GSC Password
*
Add "
[email protected]
" on as a "Owner"
GOOGLE ADS - MCC/MASTER ACCOUNT
*If the client does not have a Google Adwords account, request their Google My Business login
Google Ads Username/Email
*
Google Ads Password
*
Google Ads - Recovery Phone # and/or Recovery E-mail (For Verification Purposes)
*
Web Properties
DOMAIN REGISTRAR
Domain Registrar Username/Email
*
Domain Registrar Password
*
Domain Registrar Login Link
*
Domain Auto Renewal
WEBSITE/CMS SYSTEM LOGIN (like Wordpress, Joomla, etc)
Website CMS Username/Email
*
Website CMS Password
*
Website CMS Login Link
*
CALL TRACKING
Call Tracking User Name/Email
*
Call Tracking Password
*
Call Tracking Login Link
*
Callrail Tracking Enabled
*
Select Telephone Number Type
Toll Free Number
Local Number
Enable Call Recording For Quality Assurance?
Yes
No
Whisper Message
External Forms
LIVE CHAT PROVIDER (If Applicable)
Live Chat Provider
*
Live Chat Provider Username/Email
*
Live Chat Provider Password
*
Live Chat Provider Login Link
*
Contact Name (IT person) or Message
Social Media Logins
facebook Agency Request
Youtube Channel Or Video Link
*
YouTube Channel Management Access
*
YouTube Email
*
YouTube Password
*
YouTube Recovery Email/Phone
*
TWITTER
Twitter Email
*
Twitter Username
*
Twitter Password
*
Twitter Recovery Email/Phone
LinkedIn
LinkedIn Email
LinkedIn Password
LinkedIn Recovery Email/Phone
INSTAGRAM *Marketing Leader Only
Instagram - Username/Email
*
Instagram Password
Instagram Recovery Email/Phone
Email Marketing - MAILCHIMP
(*Marketing Leader and Partner Package Only)
Mailchimp Username
Mailchimp password
*
Database Notes
Reputation Marketing
Incentive - do you choose to offer an incentive?
yes
no
Incentive Type (choose one of the following by checking off the box)
$10 Starbucks Gift Card
$5 Starbucks Gift Card
$10 Dunkin' Donuts Gift Card
$5 Dunkin' Donuts Gift Card
Other (indicate in message field box below)
Review Incentive Notes & Additional Information
Provided Database
*
Yes
NO - Will Provide Later
Reputation Marketing Location
Branding
Branding Guideline/Spec Sheets (*if you do not have one see below)
*
Onboarding Call
Submit