Section 01 of 12
Business basics
Who you are, how to reach you, where you operate. These populate the site header, footer, contact page, and local SEO.
Business mailing address*
Street, city, state, ZIP. Used in your footer, contact page, and local SEO.
This field is required.
Service area*
Cities, counties, or ZIPs you serve, plus your maximum drive radius.
This field is required.
Domain and hosting
Do you own the domain? Where is it registered (GoDaddy, Google Domains, Namecheap)? Can you share access?
Business email setup
Google Workspace, Microsoft 365, or other? Any additional inboxes to create?
Section 02 of 12
Licensing and credentials
Trust signals that go on your homepage, footer, and About page.
Insurance and bond
General liability carrier and limits, workers comp policy number, bond number.
Certifications and memberships
Manufacturer certifications, industry memberships, awards, BBB, Diamond Certified, etc.
Section 03 of 12
Services
What you sell. We use this to structure the homepage, services pages, and SEO.
Full list of services you offer*
List everything, even secondary services.
This field is required.
Top 3 revenue-driving services
Featured most prominently on the homepage.
Services you want to grow
Where you want more leads. We weight the site and SEO toward these.
Client mix
Approximate percent residential, commercial, industrial, and any target verticals.
Emergency or same-day service
Do you offer 24/7 or same-day? Phone number and hours if yes.
Section 04 of 12
Pricing and financing
How your customers pay you. Drives how we build quote forms and CTAs.
Estimates
Free estimates or paid on-site quotes? Any diagnostic or trip fee?
Pricing model
Flat-rate, time and materials, hybrid? Published service-call minimum?
Financing options
GreenSky, Synchrony, Wisetack, other. What should we promote on the site?
Current promotions or new-customer offers
Anything to feature on the site.
Section 05 of 12
Brand and design
The look, feel, and personality of your business.
Brand colors and fonts
Hex codes and font names if you have guidelines. Otherwise colors you like or want to avoid.
Sites you like
List 3 to 5 competitor or aspirational sites. Tell us what you like about each.
Brand vibe
Modern/tech, traditional/trustworthy, bold/loud, premium, family-owned. Pick the words that fit.
Company story (About Us)
2 to 3 paragraphs on how you started, what you stand for, and what makes you different.
Section 06 of 12
Photos and proof
Real photos always outperform stock. The more you share, the more premium the site looks.
Video content
Walkthroughs, drone footage, video testimonials. Paste links (YouTube, Vimeo, Drive).
Project gallery organization
Group by service type, by residential vs commercial, or chronological?
Section 07 of 12
Reviews and reputation
Social proof placement across the site.
Google Business Profile link
Paste the URL. Are you the owner or manager?
Other review platforms
Yelp, Angi, Nextdoor, Thumbtack, BBB, Porch, Houzz. Paste links.
Favorite testimonials
5 to 10 with customer name, city, and full review text. We place them throughout the site.
Notable clients or case studies
Commercial builds, well-known GCs, property managers, or municipal jobs to highlight (with permission).
Section 08 of 12
Lead capture and CTAs
How we convert traffic into customers for you.
Primary goal of the new site
Phone calls, quote-form fills, booked appointments, or something else? Rank if multiple.
Preferred call-to-action wording
e.g., "Get a Free Estimate," "Book Service," "Call Now," "Request a Quote."
Quote form fields
For the on-site quote form: which fields should it ask for? Address, service type, photo upload, date, urgency, budget?
Online scheduling
Do you want live booking? Calendly, Housecall Pro, ServiceTitan, Jobber, Acuity. If already using one, tell us.
CRM or dispatch software
Where should new leads land? Zoho, HubSpot, Housecall Pro, ServiceTitan, Jobber, email only.
Section 09 of 12
Marketing and tracking
How we measure and grow after launch.
Google Business Profile access
Willing to add 4Winners as a manager so we can update photos, posts, and offers?
Paid ads currently running
Google Ads, Local Services Ads, Meta Ads, Yelp Ads. Give access if you want the site tuned for them.
Tracking pixels and analytics
GA4, GTM, Meta Pixel, call tracking (CallRail). What should we install?
Email marketing
Mailchimp, Klaviyo, Constant Contact, or none? Newsletter signup on the site?
Section 10 of 12
Legal and compliance
The boring but essential.
Legal pages
Do you have an existing Privacy Policy and Terms of Service? Should we draft new ones?
ADA and accessibility
Any accessibility requirements or past complaints to address?
SMS opt-in
Do you send text updates to customers? We add compliant SMS consent language.
Section 11 of 12
Timeline and logistics
When and how we launch.
Launch sync
Events, ad campaigns, vehicle-wrap rollouts, or trade shows to align with?
Approvers
Besides you, who else needs to sign off before the site goes live?
Section 12 of 12
Wishlist and notes
Anything else. This is where the best details usually live.
Biggest frustration with your current site
What is most broken or embarrassing about it today?
Wishlist
What do you wish the site did that it does not?
Off-limits
Anything to avoid — services you no longer offer, competitors not to reference, past clients to leave out.
Anything else
Anything we did not ask that we should know.
