Intake Form - Techievolve

Client Intake Form

First Name *

Last Name *

Email * Please enter the email address for our main point of contact below.

Phone * What number should we call with questions or emergencies?

Job Title

Company *

Location Your Company location country, City or plcaes

Website URL * If you have any website of your company

Website Platform * Is your website built on a specific platform or content management system (CMS)?

Shopify

WordPress

Magento

Wix

Custom Coded

Something else

I don't know

Who is your website hosting provider? If you don't know the answer to this question, please enter "I don't know.

Who is your domain name registrar? If you don't know the answer to this question, please enter "I don't know."

Mailing Address

City

State/Region

Country

Annual Revenue

Company Size

Website Type *

Average Order Value What is the average value of an order for your business?

Briefly describe your business. What do you offer? What are your products and/or services? (Also include the price points of the service/products)

Who do you sell to? Who is your target customer?

How would your customer describe their problem in their own words?

What does your companies sale cycle look like?

Please list all of your current advertising platforms (Google ads, Facebook ads, etc.)

Are you already doing Pay Per Click advertising or SEO? Yes No

What is your total monthly ad spend budget?

Please list your top 2-3 competitors:

Are Google Analytics currently installed on your website? * Yes No I Don't Know

Is Google Tag Manager installed on your website? * Yes No I Don't Know

Google Ads ID Your Google Ads ID is a 10-digit number located in the top corner of ads.google.com.

Have you given our team Google Analytics and Google Search Console Access? For help on how to do this, please watch this 80-second video. Please add all the Summit Digital Marketing team members that are CC'd on the "Getting Started" email as users with READ, ANALYZE, and EDIT permissions. I've done this I'm confused, please help me

Have you given our team Google My Business access? For help on how to do this, please watch this 52-second video. Please add all the same users as those added to Google Analytics with MANAGER permissions. I've done this I'm confused, please help me

Facebook Page URL Please copy and paste your Facebook Page URL into the field below. This will allow us to request access into your page for future ad campaigns.

Facebook Ads ID Your Facebook Ads ID is a number that can be found in your Ads Manager account. For help on this, please watch this 50-second video.

Who is managing your website? Please list their name and email address below Your Facebook Ads ID is a number that can be found in your Ads Manager account. For help on this, please watch this 50-second video.

Please upload your logo: This will be used for your ROI dashboard and any banner ads created.

What is your main goal from working with us? (ex. direct sales, lead generation, brand awareness) *

If you and I are opening a bottle of champagne one year from now, what are we celebrating? *