Client Intake & Project Expectations

Foundation Package — Required Before Advanced Services

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Understanding Our 4-Stage Process

Every business wants more customers. But customers follow a proven 4-stage path — and if any one stage is missing, the entire system collapses.

This form explains what each stage includes, what you must provide, what we deliver, why the stages must be completed in order, and how this leads to Stages 5-10 advanced services.

1

Website Build or Revamp

"If your digital front door is broken, nobody walks in."

Your website is the foundation. Without this, marketing can't run, traffic can't convert, and customers bounce.

2

Social Media Setup & Sync

"If people can't find you online, you don't exist."

Ensuring your online footprint is aligned and trustworthy.

3

Marketing & Advertising

"Now that we have the engine, we turn the key."

Generate traffic, visibility, and demand.

4

Customer Response & Conversions

"This is where your phone rings and people walk through your door."

Measure results: calls, emails, walk-ins, bookings.

Project Information

Business Information

Website Project Type

Current Online Presence

Materials You Can Provide

Check all that you can provide:

Project Goals & Timeline

Future Growth Services Interest (After Stage 4)

These are optional upgrades available after completing Stages 1-4. Check any you might be interested in:

Client Acknowledgment

Your information is secure and confidential. We'll contact you within 24 hours.

Detailed Stage Breakdown

Understanding what happens at each stage of your project

1

STAGE 1 — Website Build or Revamp

"If your digital front door is broken, nobody walks in."

What We Do

  • • Full website build or overhaul
  • • Mobile optimization
  • • SEO-ready structure
  • • Contact forms, buttons, booking links
  • • Domain, hosting, email integration
  • • Brand alignment

What We Need From You

  • • Logo, photos, business info
  • • Domain/hosting access
  • • Contact details
  • • Business goals & preferences

Critical Understanding

Marketing cannot proceed until Stage 1 is complete. Your website is the foundation of everything.

2

STAGE 2 — Social Media Setup & Sync

"If people can't find you online, you don't exist."

What We Do

  • • Audit existing profiles
  • • Create missing accounts
  • • Sync profiles, bios, branding
  • • Link website + socials
  • • Verification + security

What We Need From You

  • • Social media account access
  • • Profile photos & cover images
  • • Business hours & info

Critical Understanding

Social platforms must be professionally synced before ads. Inconsistent branding kills trust.

3

STAGE 3 — Marketing & Advertising

"Now that we have the engine, we turn the key."

What We Do

  • • Google Ads + Meta ads
  • • Offer creation & testing
  • • Tracking + analytics setup
  • • Weekly optimization
  • • Campaign monitoring

What We Need From You

  • • Ad budget approval
  • • Special offers/promotions
  • • Feedback on ad performance

Critical Understanding

Ads will not perform without Stage 1 and Stage 2. You can't drive traffic to a broken foundation.

4

STAGE 4 — Customer Response & Conversions

"This is where your phone rings and people walk through your door."

What We Do

  • • Conversion monitoring
  • • Campaign adjustments
  • • Offer refinement
  • • Performance reporting
  • • ROI tracking

What We Need From You

  • • Lead tracking feedback
  • • Sales data (if possible)
  • • Customer feedback

Critical Understanding

Leads come from Stage 3, which relies on Stages 1 & 2. This is where we measure real business results.

What Happens After Stage 4?

Once you've completed Stages 1-4 and have a solid foundation, you're ready for advanced growth services:

Custom Jingles

AI Chatbots

Auto Receptionist

Advanced Funnels

SEO Articles

Large Campaigns

Video Production

Email/SMS Auto

These upgrades are never pushed — only offered when YOU choose to grow.