1General Info

2Business Listings

3Domains

4Emails

5Hosting

6Websites

7Marketing

8Brand Assets

9Third-party Tools

10Cyber Security & Privacy

11Disaster Recovery

12Management

We're excited to get started! To efficiently gather everything needed to build out your digital infrastructure, please fill out the information below to the best of your knowledge. You may need to fill out this form multiple times for each company/location. We will reach out to assist with any information you don't know.

Your Contact Information

Your Name*

First Last

Best Email Address to Reach You*

If submitting this form multiple times for multiple companies/locations, use same email address for all.

I want to:*

Submit my first company

Add an additional company

Add an additional location to a company I've already submitted

Company Info

Company Name*

Business Phone Number

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Business Hours

Do you have special or holiday hours?

Business Listings

Do you have a Google My Business listing for this company/location?

Yes

Unsure

Do you have ownership of the listing(s)?

Yes

Unsure

Do you have a Bing Business listing for this company/location?

Yes

Unsure

Do you have ownership of the listing?

Yes

Unsure

Do you have a Yelp business listing for this company/location?

Yes

Unsure

Do you have ownership of the listing?

Yes

Unsure

Are you actively managing your online reviews and reputation for this company/location?

Yes

Unsure

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around online listing and review policies?

Yes

Unsure

Please provide details or documentation.

Domains

No need to provide passwords now. We’ll call and ask for passwords and 2FA.

Your Domain Registrars

Domain Registrar

Place where you domain is registered

Domain Registrar Username

No need to provide password

Registered Domain Name(s)

If multiple, separate by commas

Add another

How are your domain name(s) managed?

In-house

Vendor

Unsure

Vendor Name

Vendor Contact Name

Vendor Contact Details

Do you have a service agreement with your vendor(s)?

Yes

Unsure

In-house Contact Name

In-house Contact Details

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around domains?

Yes

Unsure

Please provide details or documentation.

Emails

Email Platforms

Email Platform

E.g. Office 365, Google Workspace, Private Server, Gmail, etc.

Admin Username

No need to provide passwords now. We’ll call and ask for passwords and 2FA.

Add another

How are your emails managed?

Vendor

In-house

Unsure

Vendor Name

Vendor Contact Name

Vendor Contact Details

Do you have a service agreement with your vendor(s)?

Yes

Unsure

In-house Contact Name

In-house Contact Details

Are there any compliance or legal requirements for your email systems?

Yes

Unsure

Please provide details or documentation.

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around email policies?

Yes

Unsure

Please provide details or documentation.

Hosting

No need to provide passwords now. We’ll call and ask for passwords and 2FA.

Hosting Companies

Hosting Company

Username

What domains are hosted here?

Add another

How is your hosting managed?

In-house

Vendor

Unsure

Vendor Name

Vendor Contact Name

Vendor Contact Details

Do you have a service agreement with your vendor(s)?

Yes

Unsure

In-house Contact Name

In-house Contact Details

Are there any compliance or legal requirements for your hosting systems?

Yes

Unsure

Please provide details or documentation.

Do you have a backup schedule in place?

Yes

Varies between hosting companies

Unsure

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around hosting policies?

Yes

Unsure

Please provide details or documentation.

Websites

No need to provide passwords now. We’ll call and ask for passwords and 2FA.

Websites

What platform is your website built on?

Admin URL

Username

Do you have Terms & Conditions on this website?

Yes

Unsure

Do you have a Privacy Policy on this website?

Yes

Unsure

Is this website GDPR compliant?

Yes

Unsure

Is this website ADA compliant?

Yes

Unsure

Do you have analytics set up on this website?

Yes

Unsure

If yes, please provide your Analytics ID and owner email address

Do you have Google Tag Manager set up on this website?

Yes

Unsure

Is this website set up to accept payments?

Yes

Unsure

If yes, what payment processor(s) do you use?

Are there any third-party integrations?

Yes

Unsure

If yes, please list the integrations and any relevant details.

Add another

How is your website(s) managed?

In-house

Vendor

Unsure

Vendor Name

Vendor Contact Name

Vendor Contact Details

Do you have a service agreement?

Yes

Unsure

In-house Contact Name

In-house Contact Details

Are there any compliance or legal requirements for your website(s)?

Yes

Unsure

Please provide details or documentation.

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around website policies?

Yes

Unsure

Please provide details or documentation.

Marketing

Do you have a Google Ads Account for this company/location?

Yes

Unsure

Please provide the owner email and any admin emails.

No need to provide passwords now. We’ll call and ask for passwords and 2FA.

Do you have a Facebook business page for this company/location?

Yes

Unsure

Do you have an Instagram business account for this company/location?

Yes

Unsure

Do you have a LinkedIn company page for this company/location?

Yes

Unsure

Do you have an X (formerly Twitter) account for this company/location?

Yes

Unsure

Are you tracking performance metrics for your marketing activities for this company/location?

Yes

Unsure

Please describe the metrics you are tracking and any tools you are using.

How well do you feel your current marketing efforts are working?

How well do you feel your website(s) is performing in terms of achieving your business goals?

How are your marketing efforts managed for this company/location?

In-house

Vendor

Unsure

Vendor Name

Vendor Contact Name

Vendor Contact Details

Do you have a service agreement with your vendor(s)?

Yes

Unsure

In-house Contact Name

In-house Contact Details

Are there any compliance or legal requirements for your website(s)?

Yes

Unsure

Please provide details or documentation.

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around marketing policies?

Yes

Unsure

Please provide details or documentation.

Brand Assets

Do you have raw/vector logo files?

Yes

Unsure

Do you have brand guidelines?

Yes

Unsure

Do you have the original files of your marketing collateral?

Yes

Unsure

How are your graphic design efforts managed?

In-house

Vendor

Unsure

Vendor Name

Vendor Contact Name

Vendor Contact Details

Do you have a service agreement with your vendor(s)?

Yes

Unsure

In-house Contact Name

In-house Contact Details

How are you currently storing and managing your brand assets for this company/location?

Ex: logo files, brand guidelines, marketing collateral, professional photography, etc.

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around brand asset policies?

Yes

Unsure

Please provide details or documentation.

Third-party Tools

Do you use any ERP or CRM systems for this company/location?

Yes

Unsure

Please list the systems and any relevant details.

How are these systems managed?

In-house

Vendor

Unsure

Vendor Name

Vendor Contact Name

Vendor Contact Details

Do you have a service agreement with your vendor(s)?

Yes

Unsure

In-house Contact Name

In-house Contact Details

Do you have a recovery plan in place?

Yes

Unsure

Do you have standards of practice or documentation around third-party tools?

Yes

Unsure

Please provide details or documentation.

Cyber Security & Privacy

Do you have a cybersecurity policy in place?

Yes

Unsure

How often do you conduct security audits?

Do you have an incident response plan for security breaches?

Yes

Unsure

Do you ensure data privacy for your customers?

Yes

Unsure

Are there specific data privacy regulations you must comply with?

Yes

Unsure

Disaster Recovery

Do you have a disaster recovery plan for any additional digital assets?

Yes

Unsure

How do you ensure core company files are managed and accessible?

e.g. letterheads, business card templates

What file storage solutions do you use?

Do you have an internal knowledge base or shared files for team access?

Yes

Unsure

How are you currently handling assets with vendor or employee turnover?

Do you have standards of practice or documentation around turnover policies?

Yes

Unsure

Please provide details or documentation.

Do you work with a lawyer or legal team to ensure compliance with industry regulations?

Yes

Unsure

Are your terms and conditions, privacy policies, and other compliance documents regularly reviewed by a legal professional?

Yes

Unsure

Are you aware of and compliant with regulations such as GDPR and ADA?

Yes

Unsure

List any additional key contacts we should be aware of

Contact Name

Role

Add another

Vendor Management

How do you assess the performance of your vendor(s)?

Do you conduct regular vendor performance reviews?

Yes

Unsure

Have you conducted a risk assessment for your vendor(s)?

Yes

Unsure

In-House Management

How do you assess in-house performance of management of assets?

Do you have a plan in place for turnover?

Yes

Unsure

Digital Asset Onboarding

Your Contact Information

Company Info

Business Listings

Domains

Emails

Hosting

Websites

Marketing

Brand Assets

Third-party Tools

Cyber Security & Privacy

Disaster Recovery

Vendor Management

In-House Management