Client Intake – Leads-Solution Internet Marketing

SEO & Web Design Client Intake

Client onboarding & intake for SEO and web design projects.

About You

Who should we communicate with for this project?

Name(Required)

First Last

Your Role / Title (Owner, Manager, Marketing, etc.)(Required)

Your Email Address(Required)

Email Address Confirm Email Address

Preferred Method of Contact(Required)

Best Phone Number(Required)

Business Basics

Core details about the business (used across the website and SEO assets).

Legal Business Name(Required)

DBA / Brand Name (if different)

Main Business Phone(Required)

Main Business Email (public-facing)(Required)

Business Address (as it should appear online)

Street Address Address Line 2 City State ZIP Code

Service Areas / Cities Served (comma-separated or one per line)

Example: Fort Lauderdale, Plantation, Weston…

Business Hours (days/times + any holiday notes)

Year Established

Short Business Description (150–200 words)

Long Business Description (300–600+ words)

Primary Services (one per line)(Required)

Service

Online Presence

Website, domains, platform, and related access.

Primary Website URL(Required)

Other Domains / Websites You Own (one per line)

Website Platform / CMS(Required)

If Other, describe platform / stack

Staging / Dev Site URL (if any)

Access & Logins

Best practice: use a password manager share or temporary credentials. Avoid emailing passwords.

How would you like to share credentials?(Required)

Website Admin/Login URL (e.g., /wp-admin)

Website Admin Username

Website Admin Password (temporary preferred)

Enter Password Confirm Password

Hosting Provider (e.g., WP Engine, SiteGround, GoDaddy)

Hosting Control Panel URL (if applicable)

Hosting Username

Hosting Password (temporary preferred)

Enter Password Confirm Password

Domain Registrar (GoDaddy, Namecheap, etc.)

DNS Provider (if different)

Do you use Cloudflare?

Yes

Cloudflare Account Email (for access invitation)

SEO, Tracking & Listings

Google Business Profile, analytics, search console, pixels, and reporting access.

Google Business Profile (GBP) URL

Google Account Email that manages GBP / Analytics / Search Console

GA4 Measurement ID (G-XXXXXXXXXX)

Google Tag Manager Container ID (GTM-XXXXXXX)

Google Search Console Property (domain or URL-prefix)

Meta/Facebook Pixel ID (if any)

Google Ads Account ID (if any)

Brand Assets & Content

Upload or link anything you want us to use.

Logo Files (AI/SVG/PNG)

Drop files here or

Max. file size: 256 MB, Max. files: 10.

Brand Photos / Project Photos

Drop files here or

Max. file size: 256 MB, Max. files: 20.

Brand Colors (hex codes if known)

Preferred Fonts (if any)

Links to Copy Docs / Brochures / Menus / Price Sheets (one per line)

Social & Review Profiles

Links we should connect and/or update.

Social Profile URLs (Facebook, Instagram, YouTube, TikTok, LinkedIn, Houzz, etc.)

Other Directory / Citation URLs (Yelp, BBB, Angi, etc.)

Goals, Competitors & Notes

What does success look like and who are you competing with?

Top 3–10 Competitors (names + website URLs if possible)

Primary Goals (more calls, more forms, rankings, redesign, speed, etc.)(Required)

Target Services / Keywords (what do you want to be found for?)

Monthly SEO Budget Range

Anything else we should know? (access constraints, timelines, approvals, etc.)