White Label

Agency

Business Information

Below is the business information about the actual business we are performing services for

Business Name

Client Name*

First Last

Address

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

Email

Phone

URL

Current Client

Yes
No

Business Description

Give a unique brief description of your business.

Areas You Serve & Target Audience

(Cities, Neighborhoods, zipcodes, etc...) (Who you serve, who purchaes your product/services)

Notes/Project Goals

What else should we know? We would like to know the overall arching project goal (more clients, more likes...etc)

Send MB Welcome Email?

It will go to the "Email" above

Yes
No

Services

We will need to collect more information for each service than what is provided here. Our support specialist will reach out to get this additional information.

Website
SEO
PPC
Social
Chat
Hosting
Review Management

Website

We will need to follow up and get login information

Website - Price

Website - URL

Website - Are We Hosting?

Yes
No

Website - Are We Buying the Domain Name?

If they don't already have it, it is recommended that we purchase it.

Yes
No

Websites - Color Scheme

Usually 2 colors

Website Login Information

Provide login URL, username and password if possible

Website Content

Are we creating the content, are they supplying it, or are we pulling it from the old site

Website - Notes

If you have additional login information put it here.

SEO

SEO - Type

Organic
Local

SEO - Budget

SEO - Keywords

Please enter on 1 line - if it wraps that is ok - (keyword), (keywords)...etc

SEO - Notes

Google Analytics Login

Username and password

Google Search Console (GWT) Login

Username and password

Website - Setup Fee

Website - Monthly Price

Put in sum price for both if they do the mobile site

Website - Type

Wordpress is $75/month, Weebly is $150 setup and $35/month

Full Wordpress ($75/month)
Simple Wordpress ($35/month)
Mobile Site

Website - URL

This is the actual domain we will be working on

Websites - Sample Sites

Please list sample sites that you like

Website - Do They Have Email At Their Domain?

Yes
No

Website - Domain Registation or Hosting Information

List out where the domain is registered or hosted and provide the username and password.

Website - FTP - Server

Website - FTP - Username

Website - FTP - Password

SEO - Google My Business - Username

SEO - Google My Business - Password

SEO - Phone of Listing

SEO - List all business names/variations that have ever been used

SEO - List any old addresses or variations that have ever been used

SEO - List any other URLs that have ever been used

PPC

PPC - Monthly Adspend

PPC - Setup Fee

PPC - Management Fee

PPC - Keywords

List out the keywords they want to rank for (1 per line)

PPC - Cities

You can list cities or give a mile radius around certain city (30 miles around any city)

PPC - What separates the client from their competition?

(What is their competitive advantage?)

PPC - Notes

Social Media

Social - Setup Fee

Social - Monthly

Social - Current Social Media Page(s)

One per line

Social - Login Information

List them as Website ____ Username: _____ Password: _____ (one account per line)

Social - Notes

Hosting

Hosting - Website URL

This is the URL of the site we will be hosting

Hosting - Price

Hosting - Where are the domain records currently hosted at?

This will be a registrar (like GoDaddy.com) or the current hosting provider.

Hosting - UserName

Hosting - Password

Do you want to transfer the Domain to Us?

Yes
No