EXISTING BUSINESS REVIEW

Let’s map what already exists.

Complete what you can once. We will review and verify every important detail before taking action.

Owner and primary contact

Who we should work with while setting up and verifying the business.

Owner or primary contact nameREQUIREDRole in the businessBest emailREQUIREDMobile phoneREQUIREDPreferred contact method

Business identity

The core facts used across registrations, listings, email, website, and social accounts.

Public business nameREQUIREDLegal business name, if differentBusiness type or industryREQUIREDBusiness structureHow long has the business operated?Registration, licenses, or permits already completed

Products, services, and customers

What the business offers, who it serves, and why customers should choose it.

Main products or servicesREQUIREDIdeal customersREQUIREDWhy customers should choose this businessCity, state, and service areaREQUIREDHow customers receive the product or service

Public business information

Contact and operating details that may appear on the website, Google, directories, and printed materials.

Public business addressPublic business phonePreferred public business emailBusiness hoursREQUIREDPricing or typical price rangeHow should customers contact, book, or order?REQUIREDPayment methods accepted or planned

Brand and content

Direction for the name, visuals, messaging, website copy, and marketing materials.

Tagline or short descriptionDesired brand personalityPreferred or existing colorsLogo statusAvailable photos, videos, menus, brochures, or other contentCompetitors or websites the owner likes

Domain, email, website, and accounts

What exists now, who controls it, and what needs repair or replacement.

Existing or desired domain nameWho currently owns or controls the domain?Current business email setupExisting website or website statusGoogle Business Profile status or linkSocial platforms and profile links or usernamesOther systems already usedKnown access or ownership problems

Team and workflow

Basic operating details that affect access, software, scheduling, and future modules.

Current or expected number of workersWho besides the owner needs account access?How the business currently handles leads, orders, appointments, or customersBiggest current business or setup problemREQUIRED

Goals, timing, and constraints

What should happen first and what limits the launch plan.

Most important resultREQUIREDTop three prioritiesREQUIREDDesired launch or improvement dateExpected monthly software and service budgetWho approves purchases and account changes?Anything else we should know

Uploads and existing materials

Share anything that helps us understand the business and build accurately. This section is optional.

JPG, PNG, WebP, or PDF · Up to 12 files total · 8 MB per file

Business cardFront and back, if applicableLogo filesCurrent logo or logo ideasBanner or header artworkWebsite, social media, or printed banner artworkOwner or team photosPhotos approved for possible business useProduct, service, or completed-work photosExamples that help us understand or promote the businessMenu, brochure, flyer, or price listUpload images or PDF documentsBrand guide, colors, or style examplesExisting brand direction or examples you likeOther supporting filesAnything else that helps explain the business

If uploading files: I own these materials or have permission to provide and use them for this business.

Never enter passwords, banking information, Social Security numbers, or verification codes here. We will arrange secure access separately.