Client Forms and Documents

Pre-Sales Client Forms & Documents

The following is a list of pre-sales client forms & documents. I will ask you to fill out the appropriate form(s) prior to our initial phone conversation. Filling out the proper form(s) and following best-practice guidelines will help me get a better picture of where you are currently and where you would like to be in the future with your website and Internet Marketing. Completing these forms before our consultation will also help you get the most value out of your free consultation.

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Pre-Sales Client Forms & Documents

Click on the form name link
to be taken to the proper form:

Start Here

Getting Started or Your Website (Pre-Project Checklist)
Form 1a

New Website or Website Redesign Project Assessment Form
From 1e

Internet Marketing Project Assessment Form
From 1c

Website Health & Traffic Review Request Form
From 1d

Website Security Review Request Form
From 1d

Animated Explainer or White Board Video Request Form
From 1f

Online Business Consulting Form
Form 2a

New Client Hosting & Login Details

Click on the document name link to
download and print a PDF:

Document 1a

Small Business Request for Proposal (RFP) Guidelines