Business Info:

Company Name:

Website:

Contact Person:

Contact #:

Email Address:

Office/Store Location:

Mailing Address (For Business Use):

Billing Information

This information below is typically what we will need to set up and bill Google AdWords, LinkedIn Ads, Facebook Ads etc. The following information is needed.

• Cardholder’s Name

• Card Number

• Expiration Date

• CCV

• Billing Address

Google My Business Login Information (Google Maps)

If you already have an existing account please provide us the following login access:

Username:

Password:

Or we can give you our specific email address to add us as an additional user and grant us “full admin” access. Please follow Google’s instructions here on how to do this.

For New Accounts:

Contact Name:

Mailing Address:

(Address you want to associate with your business listing. Google will send a postcard with the verification code to verify your account. Once you get this postcard you will email us the code we need to verify your business.)

Phone Number:

Office/Store Hours:

Google Analytics Login Information

If you have an existing account please provide us the login information. If none, we will create it for you.

Username:

Password:

Or we can give you our specific email address to add us as an additional user and grant us “administrative access”. Please follow Google’s instructions here on how to do this.

Google AdWords Login Information

If you have an existing account please provide us the login information below. If you don’t have an account, we will create it for you.

Username:

Password:

Or we can give you our specific email address to add us as an additional user and grant “administrative access” access. Please follow Google’s instructions here on how to do this.

Google Map Listing

This typically needs to be done on location where you will receive a call directly from Google.

Step 1: Login to https://business.google.com using your gmail account info.
Step 2: Locate the your business listing and click the “Verify Now” blue link.
Step 3: Verify through a phone call by clicking the “Call” button as shown below.
Step 4: After clicking the Call button. Google will then call to provide the code over the phone. Once you have the code, enter it and click the “Verify” blue button. The business listing will then be verified.

Bing Map Listing Login Information

Username:

Password:

Facebook Access Information:

We need to be made “ADMIN” of the business Facebook Page
 ADMIN of your Ads Manager
.
Click here on how to do this.

Instagram Access Information:

We need to be made “Editor” of the business Instagram page.
Click here on how to do this.

LinkedIn Access Information:

We would need to be made “Admin” of the business LinkedIn page.
Click here on how to do this.

Twitter Access Information:

We need to be made “Admin” of the business Twitter page.
Click here on how to do this.

Email Provider (Mail Chimp, Constant Contact etc.) Access Information:

Username:

Password:

Existing CallRail or Call Tracking Analytics Account Login (If applicable.)

Username:

Password:

Domain Registrar Login (Where you bought your domain.)

            Username:

            Password:

            Call Pin:

Hosting Login (Where your website is hosted.)

            Username:

            Password:

            Call Pin:

FTP Credentials:

            Host:

            Username:

            Password:

Website Login (WordPress Login Info)

Username:

Password:

Contact Form Email Address:

The email address where you want forms to be submitted to from website.

Business Differentiators: Explain in writing how your business differentiates from competitors.

List of Three Local Competitors and their Website URLS:

Target Audience: Define 1-3 specific audiences, i.e. buyer personas so we know who to target ads to.

Target Keywords You Want To Rank for on Google: List of your top 5 keywords.

Location Targeting

List of 30 local cities where you want to advertise and define the counties where you want ads to run e.g. Nassau, Suffolk, etc. Hamptons?

Excluded Cities: List of cities you do not want your ads to show up.

Promotional Schedule: A promotional schedule for the next 3 months i.e. budget, campaign duration, special offers, etc.

Call-To-Actions: Explanation of what action you want a customer to take on your website that would be considered a success e.g. a phone call, a form etc.

List of Webpages to Optimize

1. Priority #1

2. Priority #2

3. Priority #3