Client Onboarding
Step 3 of 6 — Story & Website
50%
✓
Business Information
✓
Service Area & Branding
3
Story & Website
4
Compliance
5
Google Business Profile
6
Confirmation
Step 4 of 6 — Story & Website
Who You Are and How Your Website Connects
Business Story
Business Differentiators (why choose you?)
Licenses / Certifications
Financing, Warranty, or Guarantee Details
Brands or Products Used
Approved Testimonials / Reviews
Team Members to Feature
About / Business Story
Website Technical Setup
Main Call to Action
*
Secondary Call to Action
Contact Form Embed Code / ID, if any
Scheduling Embed Code / ID, if any
Review Widget Embed Code, if any
Map Embed or Google Maps URL
Analytics / Tracking IDs, if any
Facebook URL
Instagram URL
Google Business Profile URL
*
LinkedIn URL
Other Social Links
Content and Design
Frequently Asked Questions
Websites the Client Likes
Design Notes / Style Direction
Words, Claims, or Topics to Avoid
Available Real Photos / Videos
SEO and Domain
Current Website URL, if any
Approved Production Domain
*
Pages That Must Be Included
Pages That Should Not Be Included
Any Other Important Notes
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Compliance Information
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