Custom Website Intake Form - Sterling Media House

STERLING MEDIA HOUSE

Custom Website Project Intake Form

Tell us about your business, brand, services, and goals — since a custom build isn't limited to a fixed page count, we'll scope the full sitemap with you. Takes about 25–35 minutes.

Please enable JavaScript in your browser to complete this form.

- Step 1 of 9

1. Legal Business Name *

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. 20a. 62c.

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. What pages do you need? (custom builds aren't limited to a set count — list everything)

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

20a. If you checked "Other" or need more pages than the list above, describe your full sitemap here:

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

Name *

First

Last

STERLING MEDIA HOUSE

SEO / GBP Optimization Intake Form

Tell us about your business, brand, and goals so we can optimize your local SEO and Google Business Profile — takes about 25–35 minutes.

Please enable JavaScript in your browser to complete this form.

- Step 1 of 8

1. Legal Business Name *

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?

45. Do you have access to your Google Business Profile?

Yes — we'll invite SMH as manager
No — we'll help you claim it

46. Is your GBP currently optimized?

Yes
No
Not sure

47. Do you have photos of your location, team, or work for GBP?

Yes — we'll send
No — need help with this

48. Any specific keywords you want to rank for?

(e.g., "roofing contractor Austin," "emergency plumber near me")

52. For the services we're providing, SMH will need delegated access. 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

will — 2.

53. What is your current phone system/number?

53b. This number stays, or do you need a new tracking number?

This number stays
We need a new tracking number

54. Social media handles for monitoring — Facebook

54. Social media handles for monitoring — Instagram

54. Social media handles for monitoring — Nextdoor

54. Social media handles for monitoring — Yelp

54. Social media handles for monitoring — Other

55. Billing Contact — Name

55. Billing Contact — Email

55. 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:

59b. Need it ASAP?

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

62. Team Member 1 — Email

62. Team Member 2 — Name

62. Team Member 2 — Email

Upload Your Assets

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Please upload any existing assets: logo files (AI, EPS, PNG, JPG), brand colors/fonts doc, photos of past jobs/team/location, existing website copy or content, videos or raw footage.

Or Link to Google Drive / Dropbox