New Client Basic Information

For each new client, when we start working together, we need to collect some standard information for administrative purposes. We understand forms are impersonal, but this is standard information we'll be asking you for regardless, and this format saves multiple back-and-forth emails or any errors in collecting it verbally.
Thank you for taking the time to fill this in. As with all our clients' information, submissions are strictly confidential.
(* = required field)
  • Name we will use for project management and bookkeeping

  • If you already have a website or registered domain, what is it?

  • Main contact person we'll be working with and send emails to.
  • Direct cell or work line

  • Address for invoices / bookkeeping
  • If invoices should be sent to someone other than the contact person, please indicate the address to use.
  • Main company business phone, if different from contact's phone number above.

  • Generally, how do you prefer to communicate about the project, for non-urgent matters?
  • If you want to use Skype or Google Hangouts, please indicate your username (Skype) / Gmail address (Hangouts)

  • We primarily use Google docs but will export to MS Office format for you if you prefer.
  • How do you prefer to share files collaboratively? Our main options, in order of preference, are:
  • Based on your choice above, what email address should we use to invite you to a shared folder? (If Google drive, it has to be a gmail address or registered google apps account.)

  • We use a password manager called LastPass. We recommend it to all our clients, but it's not mandatory. If you do have one (or will be signing up for an account), which email address can we use to securely share login info and passwords with you? (Please ask if you want more info.)

  • Do you have a Google account already for Analytics, Maps, and/or Google MyBusiness profile? If so, what is the Gmail address?
  • Do you have a LinkedIn company page? If not, we can help you with that too. Good for SEO and looking professional.
  • Any other company social media profiles or business listings? (Twitter, Facebook, Instagram, YouTube, Pinterest, Yelp, Houzz, etc.)