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Mercadeoconsulting.Com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting Website Design Intake Form This form is a guide that helps provide the initial information we need to get started on your project. We realize that this will require some time and effort, but it’s crucial for getting on the "same page" concerning your needs and design taste. I. About You Company Name Email Address Contact Person Street Address Phone Number Cell: Billing Address Office: A. Would you like to use all the above contact/location information on your website? If not, what should we exclude? B. What general email address should we use as the contact email on the website for public use? C. How long have you been in business (include year the company was founded)? D. What is your primary marketing goal(s) (i.e. sell more tickets, more products, etc.)? E. Have you claimed your Google My Business Page? We include the optimization of your Google My Business in our website design and maintenance fees. Yes ☐ No ☐ If yes, please add Eric McGinnis ([email protected]) and Kariane Christophel ([email protected]) as Managers on the Page (Click Here for Instructions) Please Note: you will remain the owner of the account, but we will have access to make all the optimization changes to best structure your page for search results. If no, we will claim this for you. Page 1 | 9 [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting II. Information on Existing Website If you do not currently have a website, please skip to Section III A. If you have an existing website, please list the URL below. i. Where is your domain/URL website address registered? GoDaddy.com ☐ Register.com ☐ Namecheap.com ☐ Other: ☐ ii. Do you have the login information? Yes No ☐ ☐ If so, please provide the username and password so we may have access. Username: Password: B. What would you like to change, add or subtract from your current website (if applicable)? III. Project Requirements for New Website A. Would you be interested in purchasing additional domain names? This helps protect your company name from other companies purchasing similar domains and all of these will be directed to your original website or create landing pages for specific campaigns. Yes ☐ No ☐ Not Sure ☐ If yes, which domain names are you interested in (we will help suggest names)? Domain names cost approximately $12.00 per year to register. How many domains would you like to purchase for your business (maximum amount)? We will purchase them on your behalf and them send you an invoice. Page 2 | 9 [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting B. Do you want to take payments on your website? No ☐ Yes ☐ If yes, do you currently have PayPal Pro or an existing payment processor setup for us to integrate with? If not, would you like for us to send you a credit card processing application? We provide competitive rates and offer easy online integrated solutions. C. Do you have a logo you like and want to use? Yes sizes) ☐ (Please email all file formats that you have, preferably vectors with large file No ) ☐ (What would you like to use in place of a logo? I need help designing one or updating my current logo ☐ (We offer logo design services for $950. We will provide you with 15-20 logo concepts) D. What is the purpose or goal of your website? Lead Capture ☐ Online Brochure ☐ Online Sales (Ecommerce) ☐ Customer Support ☐ Product Support ☐ Newsletter Subscription ☐ Capture Client Information ☐ Other (Please Specify) ☐ E. Are there specific pages or functions on the website that are requirements to have? If so, what are they? (i.e. About Us, FAQs, etc.) F. Describe your target audience/demographic. G. What is your service area (Delmarva, Kent County, etc)? This should be the areas that you are willing and able to provide service to. If we are providing Google AdWords services, please note the areas you want to specifically or aggressively target. Page 3 | 9 [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting H. What are the PRIMARY services/products you offer? I. What are the SECONDARY services/products you offer? J. What manufacturers do you sell or represent product? Please provide the URL’s and login credentials to the manufacturer’s website for us to access the backend marketing materials. Do we have free use to use the manufactures marketing material on your website? Yes ☐ No ☐ K. Will your website need to contain weekly/monthly public calendar changes/ updates (i.e. specials, promotions, events)? Yes ☐ No ☐ If so, how would you like to handle calendar changes/updates? Have the website calendar sync with your Google calendar? ☐ I am going to log-in and personally change/update the website calendar ☐ I will email Mercadeo Consulting all changes/updates for them to update calendar ☐ L. Content Generation: I am going to provide Mercadeo Consulting with ALL copy for the website. ☐ I am going to provide some content to Mercadeo Consulting, but would like it ☐ optimized and additional copy generated by Mercadeo Consulting. I want Mercadeo Consulting to generate ALL copy for the website. ☐ Page 4 | 9 [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting M. Please list any community involvement, awards/recognition, press releases, and memberships (i.e sponsorships, chamber of commerce, trip advisor choice award, etc.) your company is involved with or has been in the past. N. Are there any FAQ Questions you would like to include? Yes ☐ No ☐ If so, what are they? O. Hours of Operation Mon: Fri: Tue: Sat: Wed: Sun: Thu: P. Social Media Links Facebook: Twitter: Instagram: Google+: YouTube: LinkedIn: Other: Page 5 | 9 [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting IV. Limitations A. Are there any colors that represent your company/industry (include Hex or CMYK code if you know it) B. Are there any colors you would like us to avoid during website development? (i.e. competitor’s colors or colors you dislike) C. Are there any icons/imagery we should avoid? (either for reasons of personal preference or competitor usage) D. Do you like a font that you would like to use on your website? Yes ☐ No ☐ If so, what are the name(s)? E. How would you like us to handle design? I would like to approve every minute detail ☐ I would like to approve general concepts and photography ☐ You know best. Give me the best website with the least of my involvement ☐ V. Your Industry A. Who are your primary competitors (please include URL if known)? 1. 2. 3. B. Are there any websites within your industry that you like or have a particular functionality you prefer (i.e. picture slider, contact form layout, animated buttons, etc.)? Please list at least three and what you like about them. 1. 2. 3. Page 6 | 9 [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting VI. Look, Feel & Functionality A. Are there any websites outside of your industry that you like or have a particular functionality you prefer (i.e. picture slider, contact form layout, animated buttons, etc.)? Please list at least three and what you like about them. 1. 2. 3. B. Describe, in one brief paragraph, how you would like your audience to perceive your organization. C. Style – Select all that apply. A website should have a clean, flat, minimalistic appearance. ☐ A website should be warm, welcoming, and casual. ☐ A website should load quickly - less graphic intensive. ☐ A website should contain click-to-play videos. ☐ A website should contain click-to-play audio. ☐ A website should feature lots of graphics and animation. ☐ D. Which input forms should your website have? Contact Us ☐ Newsletter Subscription ☐ Schedule a Consultation ☐ Book an Appointment / Event ☐ ☐ Review / Comment on Services Which email(s) should receive notifications when these forms are submitted? E. Would you like to have a blog/news section added to your website that you will be able to write your own articles and provide photos/posts directly yourself? Yes ☐ No ☐ Page 7 | 9 [email protected] www.mercadeoconsulting.com Mercadeo 302-348-8977 21092 Laguna Drive, Rehoboth Beach, DE 19971 Consulting VII. Photography & Videography A. Do you have professional, high-resolution photography related to your business (this includes staff photos, services, interior/exterior of office, etc.)? Yes ☐ No ☐ If not, would you like us to arrange: Pictures to be taken ☐ Video to be taken ☐ B. Do you approve the use of stock photography, video, animations, and/or audio on your website? Yes ☐ No ☐ C. Would you like to have a portfolio section to display photos/videos of your work on your website? Yes ☐ No ☐ VIII. Next Steps Pictures, Pictures, Pictures – This is one of the more important things on the website. We suggest only using high-resolution, well lit, good quality photos. Many photos can be purchased from stock photo companies. The website https://stock.adobe.com/ is a good place to start. The easiest way is to search the type of photo you would like then, copy and paste the "File #" into either an email or Microsoft Word Document that you will send to [email protected]. Don’t worry if you don’t like all the pictures.
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