Boost by Design – Client Project Portal

Client Questionnaire

Content Approval

GMB Instructions

– Sign in to Google My Business.
– Make sure you’re using card view. If you’re viewing your locations as a list instead of cards, switch to card view by clicking the cards icon on the right side above your locations.
– Choose the listing you’d like to manage and click Manage location.
– Click Users from the menu.
– In the top right corner of the “Managers of [your business]” box that appears, click the “Invite new managers” icon.
– Add “boostbydesign@gmail.com” and select our role by clicking Manager below our email.
– Click Invite. Invitees will have the option to accept the invitation and immediately become listing owners or managers.

Analytics Instructions

– Sign in to Google Analytics..
– Click Admin and navigate to the desired account (if you have more then one).
– In the ACCOUNT column, click User Management.
– In the “Add permissions for:” field, enter “boostbydesign@gmail.com”.
– Use the dropdown box and make sure “Edit”,”Collaborate”, and “Read & Analyze” are selected.
– Check “Notify this user by email”.
– Click Add.

Marketing Client PRQ

Your Info
Please fill out the form below, we will be using this information to help expedite your campaign setup.
If you don't have an account for one of the required fields please just enter "N/A". Thanks!
Name*
First Last
Full Business Name*
Business Website*
How many locations does your business have?*
Business Address*
Street Address Address Line 2 City State ZIP Code
Main Business Phone*
Business Address*
Street Address Address Line 2 City State ZIP Code
Main Business Phone*
Business Address*
Street Address Address Line 2 City State ZIP Code
Main Business Phone*
Business Address*
Street Address Address Line 2 City State ZIP Code
Main Business Phone*
Business Address*
Street Address Address Line 2 City State ZIP Code
Main Business Phone*
Business Address*
Street Address Address Line 2 City State ZIP Code
Main Business Phone*
Main Contact Email*
Admin/Accounts Payable Name*
Admin/Accounts Payable Email*
Office/Business Location IP Address*

Visit http://www.whatsmyip.org and paste the number at the top of the website here.
Which services have you signed up for?*
- SEO
- AdWords
- Social Media
- Facebook Ads
- Marketing Consulting

Business Hours (Open to Close)
Monday*
Tuesday*
Wednesday*
Thursday*
Friday*
Saturday*
Sunday*
Business Description*
Writer Instructions*
Please list 3 points on what to generally write about as well as any topics you'd like us to stay away from. Describe the tone you would like to use (informal, informational, etc). If you have any ideas that are especially relevant or would like to see us cover please list those as well.

Current Logins
Current Hosting Company*
Where your website's files are actually stored.
Name of Hosting Company
Hosting Username and Password*
Current Registrar Company*
Where you purchased your domain name.
Registrar Username and Password*
Website Login*
Where you log in to change text, add posts, etc.
Newsletter Account Login
(For email blasts, IE Mailchimp, Constant Contact, etc)
Other Accounts
Google Analytics Username and Password*
Or follow these instructions to add us.
AdWords Username and Password*
Or enter your AdWords Customer ID.
Google My Business Username and Password*
Or follow these instructions to add us.
Twitter Username and Password*
Grant Us Facebook Access
- Click Settings at the top of your Page.
- Click Page Roles in the left column.
- Type seo@boostbydesign.com in the box.
- Click Admin to select a role from the dropdown menu.
- Click Save and enter your password to confirm.
I've granted Boost by Design Facebook access*
- Yes
Grant Us Access To Your Facebook Ad Account
- Go to your Ad Account Settings. You may be asked to re-enter your password.
- Click Ad Account Roles.
- Click Add a User and then enter seo@boostbydesign.com.
- Click the dropdown menu to choose admin and then click Submit.
I've granted Boost by Design Facebook access*
- Yes

Enter up to 5 emails you want lead tracking and reports to be sent to.*
Average Sale?
Please enter a number from 0 to 100000.
In order to provide a better ROI on the leads you receive we tie an average sale amount into our lead capture reports. This is roughly determined by multiplying your average sale by leads vs. actual conversions. (avg. sale $1000 x 0.1 (10 leads / 1 conversion) = $100
Do you have a branding guide?
Accepted file types: pdf, doc, docx, Max. file size: 10 MB.
Brand bible or any specific visual instructions (IE, only use this typeface, colors, etc). If left blank we will base any visuals on your current website.
Email
This field is for validation purposes and should be left unchanged.

Client Onboarding

Your Info
Please fill out the form below, we will be using this information to help expedite the design/development process.
If you don't have an account for one of the required fields please just enter "N/A". Thanks!
Full Business Name*
Business Website*
Business Address*
Street Address Address Line 2 City State ZIP Code
Main Business Phone*
Main Business Email*
Point of Contact Name*
First Last
Email*
Phone*
Business Hours (Open to Close)
Monday*
Tuesday*
Wednesday*
Thursday*
Friday*
Saturday*
Sunday*
Current Logins
Current Hosting Company*
The company that is hosting your website's files.
Name of Hosting Company
Hosting Username and Password*
Current Domain Registrar*
Where your domain was purchased.
Name of Registrar*
Registrar Username and Password*
Current Email Host*
Your current email service company.
Website Login*
Where you log in to your site to make changes, post blogs, etc.
List any 3rd party accounts we'll need to integrate
(IE, CRMs, Payment Processors, Live Chat, etc)
Will there be any 3rd party vendors we'll be working with?*
(Eg, marketing agency, social media agency, external IT team)
- Yes
- No
List the vendors*
Social Accounts
Facebook
Google My Business
Twitter
Instagram
LinkedIn
TripAdvisor
YouTube
Pinterest
Other
CAPTCHA
Phone
This field is for validation purposes and should be left unchanged.

Design Approval

Your Business Name*
Your Website*
Please review the final mockup & functionality chart in your client portal before signing.
I hereby approve the final mockup design(s) and functionality chart and authorize Boost by Design to proceed with website development.

I understand that changes to the design, structure, or functionality of the website subsequent to this approval will require additional budget, an increased timeline, or both. A change request form can found here.

The full terms and conditions can be found in your previously signed contract.

Feel free to call us if you have any questions at 912-235-6778
Your Name*
First Last
Your Contact Email*
Enter Email Confirm Email
I am the point of contact or have the authority to make decisions on behalf of The Company*
- Yes
I agree with the above terms and authorize Boost by Design to begin development*
- Yes
Date*
MM slash DD slash YYYY
Signature*
Comments
This field is for validation purposes and should be left unchanged.

Information About Your Business