Business Information Worksheet

Primary Contact Information
Primary Contact
First Last
Position*
Phone*
Website
Email*
Business Owner Information
Business Owner Name
Business Owner Title
Date of birth
MM slash DD slash YYYY
Linkedin
Email
Business Background
Business Name*
Company Tagline
Year Founded
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Distance from location for services or areas served
Email for submissions
Primary Phone
Secondary Phone
Fax
Number of Employees
Top 5-10 Business Categories (LIsted by priority)
Category 1 Category 2 Category 3 Category 4 Category 5
Primary keywords (256 characters)
Business description (Use keywords) (256 characters)
Top 10 Primary services (LIsted by priority)
Category 1 Category 2 Category 3 Category 4 Category 5
Google Business Profile Page
Business Facebook page
Linkedin business page
Twitter
Youtube
Yahoo
Bing
Yelp.com
Instagram.com
Events / Coupons / Special Offers
Brands
Professional Associations
Certifications
Links to company logo
Links to photos (3)
Business Hours

Add Hours
Payment Types Accepted
- Cash
- Visa
- MasterCard
- Discover
- Debit Cards
- Check
- Invoice / Other
Website Upgrade/Redesign/Review
Is there any specific design element that you want to keep from the current look?
Unique selling propositions
What are your top 3 unique selling propositions? (In other words, what makes you stand out from competitors in the area? For example: We offer same price after hours, we offer 100% guarantee or service is free.)
3-5 most requested services
3-5 most frequently asked questions
Money back guarantees
Do you offer 100% money back guarantees or refunds? Any other promises you have regarding your services? -- if not already stated on existing site
Specialty Service
Do you specialize in any particular service? Do you offer any services that your competitors don’t?
Additional training
Do you and your technicians participate in ongoing training programs? How do you stay up to date on the latest industry changes/standards?
Digital Assets Personalization
We create digital assets for you and the following questions will help us personalize everything and paint a more engaging picture of your company.
How did the company get started?
Why should patients or clients choose to work with you?
Anything extra you’d like your patients or clients to know about you? Do you have any special slogan or saying you would like to bring in? Ex: "Hometown heroes"; 5-star service
Do you service any specific brands or have contractual agreements that limit logos that can be displayed on the site
Upload a file containing database or account logins
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Category 1	Category 2	Category 3	Category 4	Category 5

Category 1	Category 2	Category 3	Category 4	Category 5

Business Information Worksheet

Primary Contact Information

Business Owner Information

Business Background

Website Upgrade/Redesign/Review

Digital Assets Personalization