Website + Video Intake - Sterling Media House

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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?

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?

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

20a. If you checked "Other," 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

23. What type of video do you want?

Homepage hero video
Commercial-style spot (30-60 sec)
Social media content (reels / short clips)
Testimonial video
Branded intro/outro bumper
Other

24. Where will this video be used?

Website
YouTube pre-roll ads
Paid social (Facebook, Instagram, TikTok)
Local TV / streaming
Email / sales follow-up

25. Do you have existing raw footage or photos we can use?

Yes — we'll send
Some — we'll send what we have
No — need SMH to film

26. Are you open to an on-site filming day?

Yes — schedule us in
No — use submitted content and stock footage

27. Do you have customers willing to be filmed for testimonials?

Yes
No — text/voiceover testimonials are fine

28. How much video content do you need?

One-off launch assets only
Ongoing monthly content

29. Any competitor or reference videos you like the style of? (Paste links)

49. Who receives new leads/bookings?

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

49. Point of Contact 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? (describe below)
No — all can be booked instantly

51. Which jobs require a manual quote?

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

53. What is your current phone system/number?

53. Phone Number Action

This number stays
We need a new tracking number

54. Social Media Handles for Monitoring — Facebook

54. Social Media Handles — Instagram

54. Social Media Handles — Nextdoor

54. Social Media Handles — Yelp

54. Social Media Handles — Other

55. Billing Contact — Name

55. Billing Contact — Email *

55. Billing Contact — Phone

56. Preferred payment method:

Stripe
ACH
Bank Transfer
Credit Card
Invoice
Check

57. How often do you want performance reports?

Weekly
Monthly
Dashboard self-serve
Only when I ask

58. Who should receive reports?

Owner only
Owner + Office Manager
Other

59. Target go-live date:

59. Go-Live Timing

ASAP

we're 59. Action

60. Any hard deadlines?

61. Preferred communication channel for updates:

Text
Email
Slack
Phone calls

62. Launch Contact 1 — Name

62. Launch Contact 1 — Email *

62. Launch Contact 2 — Name

62. Launch Contact 2 — Email *

63. Upload Logo, Photos, Footage, or Documents

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

Or link to Google Drive / Dropbox

Website + Video Intake Form