# 01 — Customer Intake Form

**Trigger:** Sent immediately after the kickoff call when scope is confirmed (or auto-sent at purchase, if online payment is added later).
**Form platform:** Google Forms (or Typeform if upgraded).
**Delivery to customer:** link sent via CRM email titled "Quick intake — let's get started"
**SLA:** Customer should complete within 24 hours of kickoff. Chase at 24h.
**Storage:** Responses auto-flow to a Google Sheet linked to the production tracker (one row per customer; see 03).

## Section A — Customer profile (same for every package)

1. Business name *
2. Primary contact name *
3. Primary contact email *
4. Primary contact phone *
5. Business website URL
6. Industry / vertical (dropdown: Restaurant · Retail · Trades · Professional Services · Real Estate · E-commerce · B2B · Healthcare · Other)
7. Brief description of the business (1-3 sentences)
8. Geographic service area (Lexington only · Kentucky · Multi-state · National · Other)
9. Approximate annual revenue (Under $250K · $250K-$1M · $1M-$5M · $5M+) — optional, used for tier-fit
10. Approximate number of employees — optional
11. Best time of day to reach you (Morning · Midday · Afternoon · Evening)
12. Preferred communication channel (Email · Phone · Text · Slack)

## Section B — Brand assets (conditional — only if package needs them)

Show ONLY if package is Website / Graphics / Social / any visual-output service:

13. Upload your logo (PNG/SVG preferred; if you don't have one, leave blank — we'll discuss in kickoff)
14. Brand colors (paste hex codes if you have them; or describe — e.g., "navy blue and gold")
15. Brand fonts (if applicable)
16. Existing brand guide or style doc (Google Drive link or upload)
17. 5-10 photos we can use (Google Drive link or upload) — leave blank if we should source

## Section C — Package-specific intake

Different blocks based on which package the customer bought. Show ONE of the following sections (CRM passes the package context into the form via a URL parameter):

### C-1. 5,000-Contact Email Blast tripwire

18. Email list — upload as CSV (columns: email required, first_name optional, last_name optional)
19. Approximate list size (Under 500 · 500-2,000 · 2,000-5,000 · "I'll use up to 5,000")
20. Where did this list come from? (Past customers · Newsletter signups · Lead form submissions · Purchased list · Mixed · Other) — used to assess deliverability risk
21. Last time this list was emailed (Within 30 days · 30-90 days · 90 days+ · Never)
22. Goal of this email (Drive a sale · Announce something · Win back lapsed customers · Re-engage cold list · Other)
23. Key offer or message (1-3 sentences)
24. Any specific call-to-action URL?
25. Brand voice notes (any do's/don'ts for tone)
26. Preferred send window (Best day/time, or "you decide")

### C-2. AI SEO Audit + Fix tripwire

27. WordPress / CMS admin login credentials (Username + temporary password — note: rotate after our access)
28. Or: invite our team email `dev@btwebgroup.com` as an Editor/Admin
29. Top 5 pages on your site you'd most want fixed (or "you decide based on the audit")
30. Top 3 search terms you wish you ranked for
31. 3 competitor websites you'd want to beat in search
32. Any specific products/services that should rank highest

### C-3. AI Landing Page Mockup tripwire

33. Which page do you want mocked up? (Home · Service · About · Custom — describe)
34. Goal of this page (Generate leads · Sell a product · Build trust · Inform · Other)
35. 3 competitor or "love this style" examples (URLs)
36. Key value proposition in 1 sentence
37. Single most important call-to-action on this page
38. Anything to AVOID stylistically (1-3 things)

### C-4. Email Marketing subscription (Starter/Growth/Pro)

(All of C-1 questions PLUS:)
39. Existing email service provider? (Mailchimp · Constant Contact · Klaviyo · None · Other) — if we're migrating
40. Frequency preference (1x/mo · 2x/mo · weekly · seasonal)
41. List growth — are you actively adding contacts? How? (signup form, in-store, events, etc.)
42. Three "types" of emails your business sends most often

### C-5. Social Media subscription (Starter/Growth/Pro)

43. Existing social handles (paste URLs for FB, IG, GBP, X, LinkedIn — whichever you have)
44. Account access — invite our offshore team handle as a manager (instructions linked)
45. Topics that perform well (3-5 examples — events, behind-the-scenes, products, tips, etc.)
46. Topics to AVOID
47. Existing visual style preferences (photo vs. graphic, mood)
48. Frequency preference (we'll lock to tier; this just confirms cadence comfort)

### C-6. PPC subscription (Starter/Growth/Pro)

49. Existing Google Ads or Meta accounts? (Yes — share access | No — we set up)
50. Customer Match audiences? (Yes — share list | No)
51. Monthly ad spend budget (paid by you directly to Google/Meta)
52. Top 5 keywords/services you'd want to advertise
53. Geographic targeting (radius, city, state)
54. Conversion goal (form fill · phone call · purchase · in-store visit · other)
55. Existing landing page or shall we recommend one

### C-7. SEO subscription (Basic/Intermediate/Advanced)

(C-2 questions PLUS:)
56. Target keywords (5-15)
57. Geographic SEO scope (Lexington · KY · Regional · National)
58. Existing blog or content? (URL if yes)
59. GBP listing claimed? (Yes/No — invite us as manager if yes)
60. Citation listings (Yelp, Yellow Pages, BBB, etc.) — paste links

### C-8. Marketing Website (Refresh/5-Page/10-Page)

(B questions PLUS:)
61. Domain registrar + hosting provider (so we know where to deploy)
62. Existing site? (URL — for refresh/redesign)
63. Pages needed (list them — Home, About, Services, Contact, Blog, plus custom)
64. Must-have features (contact form, booking widget, blog, e-commerce, member area, etc.)
65. 3 sites you love stylistically (URLs)
66. 1 site you dislike (URL — to know what to avoid)

### C-9. Graphics & Brand (Brand Basics/Brand Kit/Brand Identity Pro)

67. Business name to feature in the logo (and any tagline)
68. Words/feelings the brand should communicate (3-5 — e.g., "trustworthy, modern, warm")
69. Words/feelings to AVOID (e.g., "playful, cheap, retro")
70. Industry-specific symbolism preferred or avoided
71. 3 brand examples you admire (Apple, Stripe, local biz — anything)
72. Color preferences (any must-haves / must-avoids)
73. Where the logo will be used most (website, signage, vehicle wrap, business cards, etc.)

### C-10. AI Chatbot (Starter / Growth / Pro OR Quick-Start tripwire)

74. Website platform (WordPress · Wix · Squarespace · Shopify · Custom · Other)
75. The 15 most-asked customer questions (paste the list, or "we'll work with you to build it during kickoff")
76. Lead-notification email address(es) — where chatbot-captured leads should land
77. For Growth+ only: Calendar tool (Calendly · Google Calendar · Outlook · Other) + CRM (HubSpot · Salesforce · Pipedrive · Zoho · Other · None)
78. For Pro only: Additional languages needed + brand voice samples (URLs to existing content) + handoff channel (Slack · Teams · Email)
79. Any chat plugin currently installed? (Yes/No — if yes, name it; we coordinate, never disable without your approval)
80. Hours of operation (chatbot can be 24/7 or you can set "off hours" auto-replies)
81. Anything to AVOID in the chatbot's tone or content (do's/don'ts)
82. Medical/dental customers only: confirm acknowledgment that this chatbot does NOT handle HIPAA-regulated PHI (general info + scheduling only)

### C-11. AI Business Automation

83. Engagement model (Quick Win · Department Build · Ongoing Retainer)
84. The one workflow you most want automated (1-3 sentences) — for Department Build, list the 3-5 workflows
85. Tools currently involved in this workflow (CRM · email platform · spreadsheet · accounting system · document storage · other — list them all)
86. Volume of the workflow (e.g., "200 emails/day" · "50 leads/week" · "30 documents/month")
87. Who currently does this work? (role/title + estimated hours per week)
88. What "done" looks like for you (what would be true after the automation works)
89. Compliance considerations — yes/no per category: Healthcare PHI · Financial regulated data · Legal privilege · None
90. Existing integrations between these tools? (Yes — describe · No · Don't know)

## Section D — Acknowledgments (every form)

91. Have you read our cancellation + data-export policy? (Yes/No — link to /packages cancellation FAQ)
92. Any deadlines or constraints we should know about? (event date, product launch, seasonal window)
93. Anything else our team should know? (free-text)

## Submission behavior

- Form sends auto-confirmation email to customer
- Response row auto-flows into production tracker (Sheet) under that customer's row
- Offshore team gets a Slack ping (or email notification) that intake is complete
- Production timer starts (Day 1 = day intake is completed)