WHO'S THE BOSS?

Who will be our main point of contact for this project?

First Name Last Name

Phone

Email

TELL US ABOUT YOUR PROJECT

Do you have a live website?

Yes
No

Current web address:

How long have you had this website?

Why are you leaving your current website / provider?

The pain of the cost to build / rebuild
The pain of managing the site
The pain of not having enough time/knowledge to manage the site
The pain of my site not showing up in search engines

Please provide us with a brief profile of your company:

Please briefly describe your products and/or services:

Please describe your ideal customer:

What problem do you solve for your customers?

What is your primary objective for this web project (goals and purposes)?

What do you like about your current website?

What do you NOT like about your current website?

Will you be providing copy for the website or do you need copywriting services?

I will provide copy
Charley Grey will provide copy (fees apply)

Do you have materials like a logo and photos to use in the design?

Yes
No

Please select the item for any of the elements you would like.

E-commerce
Blog
Multiple Languages
Membership Areas
Social Media Integration
Audio / Visual
Handicap Accessible

Other Elements You Are Interested In?

Please list some websites that you like (in terms of design) and why you like them:

Are there any specific colors you would like to use?

Are there any specific styles or elements that you do NOT want?

Please list any additional comments on the design or style of you new website:

THE TECHNICAL STUFF

Who is your current web host?

Godaddy
Bluehost
Host Gator
Wix
Other

Other web host

Login details to your website

Login Web Address Username Password

Who is your current domain host?

Godaddy
Bluehost
Host Gator
1&1
Other

Other domain host

Admin login to your domain host

Login Web Address Username Password

How is your email handled?

Google
Office 365
Webmail
I don't have email

Charley Grey does not manage email. If you do not currently use email, but need it we will recommend you use Google or Office 365. We can help you set this up.

What email address should the contact forms be directed to?

COMPETITION

Who are your primary competitors?

Please list at least 3 and give their web address.

What sets your company apart from the competition?

SCAVENGER HUNT

There are several items that you will need to gather in order for us to start your website project. This checklist will be emailed to you.

SOCIAL MEDIA LINKS

Facebook

Public Address

(i.e. https://www.facebook.com/charleygreyllc/)

Public Address

(i.e. https://www.linkedin.com/company/charley-grey)

Instagram

Public Address

(i.e. https://www.instagram.com/charleygrey/)

Twitter

Public Address

(i.e. https://www.twitter.com/charleygrey)

Google+

Public Address

(i.e. https://www.google.com/charleygrey)

Other Social Media Profile

GOOGLE MY BUSINESS

Do you have a Google My Business Page?

Yes
No

What is your business address?

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

What is your business phone number?

What areas do you serve?

What are your normal business hours?

Would you like us to list your holiday hours?

Yes
No

What are your holiday business hours?

ACH AUTHORIZATION FORM

Managed Website Subscription fees (both the onboarding fee and monthly subscription fee) are paid via ACH withdrawal from your bank. This method saves us both billing time and does not have any additional processing fees. We can accept a credit card, but a 5% processing fee will be applied to your invoices. As a reminder, the onboarding fee will be initiated on the day of our Discovery meeting and the monthly fee will start 30 days thereafter - on the 1st or 15th - whichever is closest to 30 days.

Business Name on Bank Account

Business Phone

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Bank Account Type

Business Checking
Personal Checking
Business Savings

Bank Name

Chase, Fifth Third, etc.

Account Number

Routing Number

Onboarding Fee

I authorize Charley Grey, LLC to initiate a on-time onboarding fee agreed upon in our Statement of Work.

Recurring Charge

I authorize Charley Grey, LLC to initiate a recurring charge to the checking/savings account indicated above for the monthly subscription amount agreed to in our Statement of Work.

Cancellation Policy

I understand that I may cancel my subscription and recurring charge upon written notice to Charley Grey, LLC allowing thirty days (30) time for action on my cancellation notice. Further, I understand if I cancel my subscription that my website will no be available and transfers are not allowed.

Name

First Last

Signature

Let’s Get Started

WHO'S THE BOSS?

TELL US ABOUT YOUR PROJECT

THE TECHNICAL STUFF

COMPETITION

SCAVENGER HUNT

SOCIAL MEDIA LINKS

GOOGLE MY BUSINESS

ACH AUTHORIZATION FORM