Client Intake

Information necessary for us to start your project.

  • Primary Contact

  • This is the individual that will lead the project on your end. And the person that is responsible for approving deliverables.
  • If you have additional members of your team you'd like to have access to the project management software please this them here.
    First NameLast NameEmailPhone # 

  • Billing Contact

  • Contact Forms

  • The e-mail address website forms should send notifications to

  • Social Media

  • NameWeb Address 

  • Design Assets

  • Transparent PNG, AI, PDF, SVG or EPS prefered
    Max. file size: 50 MB.

  • Will you be using Stock Photography on your site? Please included the Stock Photo Image URL and ID.

    Click the + button to add additional stock images.

    We will send a follow-up email via Basecamp requesting the login information, so that we can download the images and license agreements

    URLStock photo ID 
  • If Yes, we'll send a follow-up email via Basecamp requesting the document.
  • If Yes, we'll send a follow-up email via Basecamp requesting the style guide.

  • Hosting and Domain Registrar Accounts

    We'll need access to your current website hosting and your domain registrar.
  • If you are unsure, go to https://www.whoishostingthis.com/
  • If you are unsure, go to https://mxtoolbox.com/DNSLookup.aspx (Select the Whois Lookup Option)

  • If you are unsure, go to https://mxtoolbox.com/MXLookup.aspx. (Select the MX Lookup Option, enter the hostname above.)

    Important! We will not be making any changes to your email hosting. We like to know how and where your email is hosted.

  • Google Accounts

    Analytics, Search Console, Adwords,

  • YES: Please add [email protected] as an admin user.

    Go to https://analytics.google.com/ > admin > account column click user management > click the blue + button and add users > enter [email protected] then check all boxes > click the add button to complete.

    NO: Speak to your account manager about setting up a new Google Analytics account and installing tracking on your website.

  • YES: Please add [email protected] as an admin user.

    Go to https://search.google.com/search-console > settings > Users and permissions > click add user > enter [email protected] with full permission > click the add button to complete.

    NO: Speak to your account manager about setting up a new Google Search Console account and installing tracking on your website.

  • YES: Please add [email protected] as an admin user.

    Follow these steps https://support.google.com/google-ads/answer/6372672

    NO: If applicable, speak to your account manager about setting up a new Google Adwords account.

  • This field is for validation purposes and should be left unchanged.
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