SiteBuilder Local Intake Form

Welcome aboard!
Thank you for choosing SiteBuilder Local. Before getting started, we have some questions about you, your location, and your business. Your answers will help us promote your business accurately online.
The form should only take about 30 minutes to complete. There is no option to save your responses and return later, so please be prepared to finish in one sitting.
Ready? Enter your business name below and click Next to get started.
Business name*

Contact info
Who will be our main point of contact at your business? He or she will receive monthly reports, periodic emails, and biannual check-ins from our Customer Success Team.
Name*
First Last
Work title
Email address*
Phone number*
A direct line is preferred.
Mobile number
This is optional.

Goals and challenges
Next up, we have a couple of questions that will help us get on the same page with regards to your online marketing goals and the challenges your business is currently facing.
Online marketing goals
What are your current online marketing goals?
e.g. to grow your customer base, to fill a new staff member's schedule, to promote a specific branch of your business, etc.
Business challenges
What business challenges are you currently facing that could impact growth?
e.g. significant changes within your industry, increased competition within your local market, etc.

Business highlights
When optimizing your website and local listings, we'd love to highlight all the features, products, and services that make your business great. But space — and attention spans — are limited.
For the following questions, do your best to distill your offerings into your "top 3s", so we can focus on what makes your business shine the brightest.
Business attributes
What are the top 3 attributes that make your business stand out from the crowd?
Insurance products
What are the top 3 insurance products you sell?
Insurance carriers
What are the top 3 most desirable insurance carriers you represent?
Anything else?
Now that we've got you thinking, is there anything else you think we should know that would help us market your practice online?

Account access
To carry out our work, we will need access to the following accounts. If possible, please grant marketing@avelient.com full access to each.
Google Analytics*
Here's how to give us access.
- I granted you access
- I'll provide my login details
- I don't have access
Google Analytics login
Username Password
Google My Business*
Here's how to give us access.
- I granted you access
- I'll provide my login details
- I don't have access
Google My Business login
Username Password
Yelp Business Dashboard*
Here's how to give us access.
- I granted you access
- I'll provide my login details
- I don't have access
Yelp Business Dashboard login
Username Password

One last thing
After submitting your responses, you will see a calendar on the following page —
Please select a time to meet with a member of our Customer Success Team. We will use that time to answer any questions you have and to ensure our team has everything we need to get you up and running at full steam.
We look forward to speaking with you!

Welcome aboard!