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.

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
• Form 1b – Internet Marketing Project Assessment Form
• From 1c – Website Health & Traffic Review Request Form
• From 1d – Website Security Review Request Form
• From 1e – 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