5-Page Intake Form - Sterling Media House

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1. Legal Business Name *

Member 20. before

2. DBA (if different)

3. Primary Contact — Name *

3. Primary Contact — Title

3. Primary Contact — Phone

3. Primary Contact — Email *

4. Secondary Contact — Name

4. Secondary Contact — Phone

4. Secondary Contact — Email

5. Service Area

What cities, counties, or radius do you serve?

6. Years in Business

7. License / Insurance Numbers (if applicable — roofing, electrical, HVAC, etc.)

8. Current Website URL (if any)

9. Do you have an existing logo and brand colors?

Yes — we'll provide files
No — we need SMH to create branding

10. In your own words — what makes your business different from competitors?

This becomes your ad copy and site copy.

11. Choose your brand tone:

Professional / Corporate
Friendly / Local
Aggressive / Bold
Other

12. Are there any words or claims you legally CANNOT make? (e.g., "licensed" if not licensed)

13. Who is your target customer?

Residential
Commercial
Both

14. What is your typical job value? (average ticket size)

15. List all services you offer, ranked by priority/profitability:

16. Any services you want to STOP getting leads for?

17. Current specials, financing options, or guarantees to promote?

19. What's the primary goal of your new site?

Generate phone calls
Generate form fills / quotes
Sell products / book online
Showcase portfolio / credibility
Other

20. Which 5 pages do you need? (pick your top 5 — we'll confirm the final list on the kickoff call)

Homepage
About Us
Services (list all)
Contact
Gallery / Portfolio
Testimonials / Reviews
Blog / Resources
Other

21. Should your existing website stay live, redirect, or be replaced?

Stay live (we'll build separately)
Redirect to new site
Replace entirely

22. Do you have existing content we can use? (copy, service descriptions, about page text)

Yes — we'll send files
No — need SMH to write it

49. Who receives new leads/bookings?

One person (name below)
Dispatch team
Round-robin to multiple techs

49a. Name (if one person)

50. What calendar system do you use?

Google Calendar
Calendly
Jobber
Housecall Pro
ServiceTitan
None — need a booking system set up
Other

51. Do any jobs require a manual quote instead of instant booking?

Yes (which? — see below)
No — all can be booked instantly

51a. Which services require a manual quote?

52. For the services we're providing, SMH will need delegated access. We will send secure invites. Please confirm you have access to:

Google Business Profile
Google Ads account (or can create one)
Domain registrar / hosting (for DNS changes)
Social media accounts (Facebook, Nextdoor, Yelp)
Current CRM / scheduling software

53. What is your current phone system/number?

53a. This number should:

Stay the same
Be replaced with a new tracking number

54. Facebook handle/URL (for monitoring)

54b. Instagram handle/URL (for monitoring)

54c. Nextdoor handle/URL (for monitoring)

54d. Yelp handle/URL (for monitoring)

54e. Other social platform (specify + handle/URL)

55. Billing Contact — Name

55b. Billing Contact — Email *

55c. Billing Contact — Phone

56. Preferred payment method:

Stripe (we'll send link)
ACH / Bank Transfer
Credit Card
Invoice / Check

57. How often do you want performance reports?

Weekly
Monthly
Dashboard self-serve (Insights)
Only when I ask

58. Who should receive reports?

Owner only
Owner + Office Manager
Other

59. Target go-live date:

59a. Flexible on date?

ASAP

60. Any hard deadlines? (e.g., before storm season, holiday rush)

61. Preferred communication channel for ongoing support:

Text
Email
Slack (we'll invite you)
Phone calls

62. Team Member 1 — Name

62b. Team Member 1 — Email

62c. Team Member 2 — Name

62d. Team Member 2 — Email

63. Upload Logo, Photos, or Existing Content *

Drag & Drop Files, Choose Files to Upload You can upload up to 8 files.

63a. Or Link to Google Drive / Dropbox

5-Page Website Project Intake Form