Growth Onboarding – 360 Website Solutions

Growth Onboading

Local Growth System Onboarding

"*" indicates required fields

Step 1 of 16

Your Contact Information

Let's build a stronger partnership! Share a bit about yourself so we can connect beyond business, celebrate your milestones, and make our collaboration more meaningful. Your unique preferences help us personalize our communications and support your success.

Your Name*

First Last

Your Cell Phone Number*

Not displayed publicly and only used for direct communication with us.

Your Email*

For billing, meetings, updates, etc.

Your Birthday*

Only month & day - MM/DD

Your Favorite Color*

It would be helpful if you get a color code from https://coolors.co/colors

Favorite local coffee shop or restaurant

Pet parent? (Name and type of pet)

Please provide name(s) & type(s) of pet(s).

Shirt Size*

Hat Size

Sports Team Allegiance(s)*

Preferred snacks or treats

Please list at least 2-3!

Favorite adult beverage

Hobbies, interests, or ways you relax

Your Bio*

You will be shown as the author on your site's content to help elevate expertise & authority. Please share as much as you can about experience, background, etc.

Business Legal Information

Let's establish your business's legal foundation! Share your essential business identifiers, documentation, and operational details that verify your legitimate status and enable all your digital marketing capabilities. This information ensures seamless compliance and builds customer trust.

Legal Business Name*

The name on your W9 for the IRS. This is needed for verifying business information to utilize SMS & email marketing.

Business Address*

Street Address Address Line 2 City State ZIP Code

Do customers visit your business address?*

Yes

No, we only work out of our home

Do you have a physical showroom/office?*

Yes, Showroom & Office

Office Only

Other

Public Brand or Business Name*

Please use the business name your customers would know and shows on your website, social media, etc. - May be a DBA to your legal business name or entity.

Business EIN*

As shown on your W9 for the IRS. This is needed for verifying business information to utilize SMS & email marketing.

Business Category*

Existing Business

New Business

Opening/Formation Complete Date*

MM slash DD slash YYYY

W9 Upload

Max. file size: 64 MB.

Very helpful to have to create listings as well as setup SMS & email marketing.

Upload CP 575 or 147c EIN Confirmation Letter from the IRS

Max. file size: 64 MB.

Very helpful to have to create listings as well as setup SMS & email marketing used in Speed to Lead conversion & other lead nurturing strategies.

Business Contact Information

Let's ensure customers can reach you reliably! Share your core business contact information that will be consistently displayed across your digital presence - from your website to business listings. These critical touchpoints help build trust with potential customers and ensure smooth communication.

Business Phone Number*

The main number for the business that receives calls from customers & should be displayed on your website, social media, & business listings.

Main Business Email*

This is the main email for the business and will be displayed across the website, social media profiles, citation sites when creating the listing(s).

Where would you like lead alerts to be sent?*

Please include ALL emails and/or phone numbers you would like to be alerted, separated by a comma

What is your main area code for your service area?*

If we can't get you a number in that area code, is there another that we could use?*

Number of Employees*

Key Team Members

Names, Roles, Expertise and Experiences

Business Hours*

Please include working days.

Your Timezone*

Eastern

Central

Mountain

Pacific

Do you use one of the third party CRMs or measuring/quoting systems below?*

Housecall Pro

ServiceTitan

Jobber

FieldEdge

Workiz

ServiceNow

Conversion CoPilot

Other

No, we don't have any business software we use.

CRM / Fleet Software / Job Tracking software / ETC.*

If you marked "other" above please give us the name of the software you are using.

Who should we email for support/questions?

Email(s) will receive the Support Channel invitation

Additional Business Details

Power up your business profile with distinctive details that set you apart! While optional, sharing information like your minimum service fees, license numbers, insurance coverage, and unique differentiators helps build trust with potential customers and gives them confidence in choosing your services. Every detail strengthens your market position and helps customers understand your true value.

Differentiators

What separates you from your competition? What are other business attributes you'd like to communicate to your prospective clients? Examples: clean, wear boot coverings, background checked employees, drug/tobacco free, 1 year labor guarantee, etc.

Pricing and/or Minimum Service Fee

If you want to communicate any pricing, or minimum service fee, on the website, please let us know here. This is most commonly used by: 1) remodeling contractors that want weed-out bad leads with unrealistic price expectations; 2) High lead-flow handyman businesses that want to weed-out bad leads by displaying their minimum service fee (or dispatch fee).

License Number(s)

If you have any specific license numbers, please indicate those here. Examples: contractor license #, business license #

Insured up to $$

Please indicate your level of liability/business insurance. We like to use this to build trust and further establish your business as professional.

Associations & Memberships

Please list any associations you are a member of. Examples: Chamber of Commerce, Builders Association, Realtor Association, etc.

Business Branding Details

Share your brand's unique identity - from colors and logos to core values and personality. These essential details help us create authentic content that truly represents your business and resonates with your ideal customers. Your brand's story matters!

Logo

Upload Here

Pull from my current website

Pull from my Facebook page

Logo not yet finalized (please send to us ASAP!)

If you don't have one, we highly recommend having one designed. For a quick, affordable and effective solution, check out Fiverr.com. For a free, DIY option, try Canva.com.

Logo Upload*

Drop files here or

Max. file size: 64 MB, Max. files: 5.

Slogan*

If you aren't sure, no worries, we can always update this later. Examples: Your Neighborhood Tree Service Since 2016; Your One-Stop Shop For Seamless Gutter Installations, Repairs, & Upgrades; Clear Communication & Work Done Right; Tampa Bay's Top Rated Septic Service

Business Bio/About*

Please provide a bio and/or history of your business. This will be used to help enhance your "About" section on the homepage & the About page content.

What core promise does your brand make to customers?

Your brand promise guides every piece of content we create, ensuring consistent and powerful messaging.

What emotions should your brand evoke?

Identifying the desired emotional response helps us craft content that resonates deeply with your target audience.

Who are your brand heroes or inspirations?

Understanding your aspirational brands helps us align our strategies while maintaining your unique identity.

What visual elements best represent your brand?

Beyond logos and colors, tell us about imagery, styles, or themes that capture your brand essence.

Any additional notes about the website design/layout that you'd like to add for our team? (Optional)

Are we allowed to use stock photos on your website?*

Do you have any of the following: warranties, guarantees, testimonials, awards, history? If so, please include them below.

Your Personal Voice & Tone

Shape how your content for your business connects with customers across all platforms. Tell us about your unique communication style, values, and personality so we can authentically represent your brand in every message we create. This helps us craft content that resonates with your ideal customers and consistently reflects who you and/or your company are.

How do you prefer to communicate?*

(e.g., Direct, Indirect, Detailed)

On a scale of 1-5, how would you rate your openness to new experiences?*

Please enter a number from 1 to 5.

1 being very low, 5 being very high

Provide an example of a recent situation where you embraced a new experience?*

How would you describe your approach to problem-solving?*

On a scale of 1-5, how would you rate your level of organization?*

Please enter a number from 1 to 5.

1 being very low, 5 being very high

Give an example of how you organize your team, projects, work, or personal tasks?*

On a scale of 1-5, how assertive are you in expressing your opinions?*

Please enter a number from 1 to 5.

1 being very low, 5 being very high

Share a time when you had to assert your opinion in a business or group setting?*

What motivates you the most in your personal and professional life?*

On a scale of 1-5, how would you rate your adaptability to change?*

Please enter a number from 1 to 5.

1 being very low, 5 being very high

How do you typically react when faced with a challenging situation in our business?*

In group settings, do you prefer to lead the conversation or listen and observe?*

How important is maintaining a stable, predictable environment to you?*

When working on a project, do you focus more on the big picture or the details?*

Your Brand / Business Voice & Tone

Shape how your business' content connects with customers across all platforms. Tell us about the unique business communication style, values, and personality so we can authentically represent your brand in every message we create. This helps us craft content that resonates with your ideal customers and consistently reflects who your company is and how it helps.

How would you describe your company's primary mission & values?*

Who is your target audience, and what are their key characteristics?*

On a scale of 1-5, how formal is your company's communication style?*

Please enter a number from 1 to 5.

1 being very informal, 5 being very formal

Can you provide an example of how this formality (or informality) is reflected in your communications?*

How does your company approach innovation and new ideas?*

On a scale of 1-5, how important is tradition to your brand?*

Please enter a number from 1 to 5.

1 being not important at all, 5 being extremely important

Can you share an example of how your company balances tradition with innovation?*

How does your company handle customer feedback or complaints?*

On a scale of 1-5, how would you rate your brand's sense of humor in communications?*

Please enter a number from 1 to 5.

1 being very low, 5 being very high

Can you give an example of how humor is (or isn't) used in your brand communications?*

What are the top three emotions you want your brand to evoke in your audience?*

On a scale of 1-5, how data-driven is your company in its decision-making?*

Please enter a number from 1 to 5.

1 being not at all, 5 being extremely

How does your company typically communicate complex information to your audience?*

In your industry, does your company position itself as a leader, a challenger, or a niche player?*

How important is storytelling in your brand communications?*

What are your company's primary content channels (e.g., social media, blog, email newsletters)?*

e.g., social media, blog, email newsletters

Are there any specific words, phrases, or topics that your brand always tries to include or avoid?*

How would you describe your brand's visual identity (colors, imagery style, logo usage)?*

Website Domain Information

Share your website details so we can seamlessly integrate your online presence. Whether you have an existing domain or need guidance, this information ensures your digital foundation is properly connected to all your business services.

Domain Name*

What is your domain?*

If you currently have a website online, it will not be affected until we are ready to launch the new one.

Where did you purchase your domain?*

GoDaddy

NameCheap

HostGator

BlueHost

Just Host

A2 Hosting

I'm Not Sure...

Other

Which domain would you like?*

As part of our service, we will secure and manage one domain for you at no extra charge. We will confirm with you before moving forward with a particular domain, and offer alternatives to consider (if there are other good options).

No problem, we are here to help! As part of our service, we will secure and manage one domain for you at no extra charge. We will do some research and give you a few options to choose from, and offer our recommendation.

Google Business Profile Attributes

Help customers find exactly what they're looking for! Tell us about your business features and amenities so we can accurately display them on your Google Business Profile. These key details - from parking options to payment methods - help potential customers know what to expect before they contact you.

More About Your Business

Identifies as Asian-owned: Yes/No

Identifies as Black-owned: Yes/No

Identifies as disabled-owned: Yes/No

Identifies as Indigenous-owned: Yes/No

Identifies as Latino-owned: Yes/No

Identifies as LGBTQ+ owned: Yes/No

Identifies as veteran-owned: Yes/No

Identifies as women-owned: Yes/No

Is a small business: Yes/No

Language Assistance

Arabic

Cantonese

English

Filipino

French

German

Haitian Creole

Hindi

Italian

Korean

Mandarin

Polish

Portuguese

Romanian

Russian

Spanish

Ukrainian

Vietnamese

Accessibility*

Has assistive hearing loop

Has wheelchair accessible restroom

Has wheelchair accessible seating

Amenities

Has gender-neutral restroom

Crowd

LGBTQ+ Friendly

Transgender Safe Space

Parking*

Free Parking Garage

Free Parking Lot

Free Street Parking

On-Site Parking

Paid Parking Garage

Paid Parking Lot

Paid Street Parking

Service Options*

Offers Curbside Pickup

Offers Online Estimates

Offers Delivery

In-Store Pickup for Online Orders

Has In-Store Shopping

Onsite Services Available

Offers Same-Day Delivery

Social Media Profiles

Share your active social media profile links to help us display all your business information accurately.

Facebook Business Page*

Instagram

YouTube Channel link

Linkedin Business Page

Yelp

HomeAdvisor

Houzz link

Any Other Social Media Links

Please add all you have!

Your Service Area

Define your local reach! Tell us the specific cities, towns, and neighborhoods where you actively serve customers. This information is vital for connecting you with local customers and ensuring your business appears in relevant local searches.

In a sentence, how would you describe your service area to a prospective client?*

Examples:

We serve Dallas, Fort Worth & Surrounding Areas in DFW.

Primary City That You Serve*

City State

This is usually the town you are located in, or where you do most of your work.

Additional Neighborhoods, Towns, Cities, or Counties You Serve

Please list as many as possible, up to 20.

Area 1*

Area 2*

Area 3*

Area 4*

Area 5*

Area 6

Area 7

Area 8

Area 9

Area 10

Area 11

Area 13

Area 12

Area 14

Area 15

Area 16

Area 17

Area 18

Area 19

Area 20

Online Appointments & Booking

Do you want to offer the ability for leads or clients to schedule an estimate or appointment?*

Yes

I'm not sure...

How long should we block out for an appointment?*

What buffer would you like between each potential appointment?*

Do you want to limit the number of appointments per day?*

Yes

What's your MAX appointments per day?*

How many days lead time do you need when someone sets up an appointment online?*

Are there any days/times you do NOT want someone to be able to schedule an appointment?*

For instance, if you're closed early on Fridays or only do installs on Wednesdays.

Collaboration Blueprint - Do's & Don'ts

Help us align our marketing strategy with your business values and preferences! Share your communication guidelines, website requirements, and customer interaction protocols. This ensures our partnership delivers exactly what you envision while maximizing growth opportunities.

What attracted your ideal customers to you in the past?*

Understanding your proven success factors helps us amplify what truly resonates with your best customers and attract more of them.

What customer feedback consistently makes you proud?*

Your customers' genuine praise reveals your unique strengths, helping us showcase what makes your business authentically exceptional.

Which of your services have the highest customer satisfaction rates?*

Identifying your most impactful services enables us to strategically highlight your strongest offerings and maximize their market presence

What common customer questions would you like to address proactively?*

By anticipating and addressing key customer questions, we build trust and confidence in your services before they even reach out.

What's your preferred response time for customer inquiries?*

Setting clear response expectations demonstrates your commitment to customer care and helps us communicate your service standards.

Are there specific phrases or terms you prefer we use/avoid?*

Your communication preferences ensure every piece of content authentically represents your brand voice and values.

Which customer success stories would you like to highlight?

Your most compelling success stories become powerful testimonials that showcase your real-world impact and expertise.

What seasonal promotions or specials have worked well?

Your seasonal insights help us create timely, targeted campaigns that maximize impact throughout the year.

Rules & Regulations

Are there any special rules or regulations we should be made aware of?

Briefly describe what you would like your website to do differently than it has in the past.

Would you like to add a chat widget to your website?

There are multiple options for the chat widget you can choose below.

Website Chat Options*

Use mine from my own CRM or software

Use the one provided from Conversion CoPilot with your Local Growth Program

Type of Chat Widget*

Chat to SMS - conversation is done by text message through Conversion CoPilot

AI Chatbot with human takeover

Services

In this section you'll provide information about your primary service offerings. After you "check a box", a sub list of services will appear for you to select. When you select individual services you offer, another text box will open (below) where you can provide more detail about that service.

Your Service(s)*

Tree Services

Septic Services

Seamless Gutters

Pressure Washing

Carpet Cleaning

Roofing

Pest Control

Landscaping & Lawn Care

Drywall

Handyman Services

HVAC Services

Plumbing

Home Repair & Maintenance

Pool Services

Junk & Trash Removal

Home Remodeling

Electrical

Fencing

Flooring

In-Home Medical Care

Residential Cleaning

Service(s) Not Listed

Tell us what you're great at! Example: 'Full-service tree care from pruning to removal. Known for careful property protection and spotless cleanup. Emergency service available.'

Service Details

We will write description for you, but please share any other details that would be helpful to visitors. Please also share if you only do part of what is described. Example: If you checked "Tree Services," but you only offer standard tree services and not stump grinding, let us know. If you do not make any comments, we will assume you do everything in that category.

Tree Services

Septic Services

Seamless Gutters

Pest Control

Carpet Cleaning

HVAC Services

Roofing

Plumbing

Pressure Washing

Junk & Trash Removal

Landscaping & Lawn Care

Drywall

Handyman Services

Home Repair & Maintenance

Pool Services

Home Remodeling

Electrical

Fencing

Flooring

In-Home Medical Care

Residential Cleaning

Additional / Specialty Services

Awesome! You offer additional services that weren't listed. Add the name and a short description below for each additional or specialty service.

Additional Service 1*

Additional / Specialty Service 1 Description*

Please provide 2 to 3 sentences describing the service.

Additional Service 2

Additional / Specialty Service 2 Description

Please provide 2 to 3 sentences describing the service.

Additional Service 3

Additional / Specialty Service 3 Description

Please provide 2 to 3 sentences describing the service.

Additional Service 4

Additional / Specialty Service 4 Description

Please provide 2 to 3 sentences describing the service.

Additional Service 5

Additional / Specialty Service 5 Description

Please provide 2 to 3 sentences describing the service.

How do seasonal changes impact your service(s)?*

Tell us about your peak seasons, service adjustments throughout the year, and any specialty seasonal offerings. Keep it brief but specific.

Paid Ads

Do you plan to run paid ads?

Yes

I'm not sure

What types of ads?*

Google Search Ads

Google Local Service Ads

Facebook Remarketing

Please briefly explain the main goals of your Google Search Ads campaign(s).*

Are there particular products you want to gear the calls towards?

Is there anything else you feel we should know or would help us before starting work on your Google Ads campaign(s)?

Share Your Onboarding Experience

Your feedback drives our excellence! We're committed to creating the most efficient and effective onboarding experience possible for you. As a T.E.A.M. that values continuous improvement, your honest insights are invaluable in helping us refine and enhance every step of our process.

On a scale of 1 to 5, how would you rate the ease of filling out this form?*

1 = the worst & 5 = the best

We are sorry you had a rough time with this form! Do you have any suggestions for improvement? Our goal is to make the process as easy as possible for you!

We are glad that you had an easy time filling out this form! Is there anything that we could do to make it better? Thank you!

Comments

This field is for validation purposes and should be left unchanged.

Growth Onboading

Local Growth System Onboarding

Your Contact Information

Business Legal Information

Business Contact Information

Additional Business Details

Business Branding Details

Your Personal Voice & Tone

Your Brand / Business Voice & Tone

Website Domain Information

Google Business Profile Attributes

Social Media Profiles

Your Service Area

Additional Neighborhoods, Towns, Cities, or Counties You Serve

Online Appointments & Booking

Collaboration Blueprint - Do's & Don'ts

Services

Service Details

Additional / Specialty Services

Paid Ads

Share Your Onboarding Experience

Quick Links

Why 360 Website Solutions?

• Fair Pricing

• Measurable Results

• Defined Processes

• Constant Communication

Contact us