Client Intake Survey

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Welcome to Integrant Services!

Before we start working together we want to make sure we’re the “right fit” for you. Because we only work with a small number of clients at a time, we want to be completely sure we can help you before we get the ball rolling.

We promise this won’t take long! It will help you to get to know us and vice versa. If you don’t have time to complete this in one sitting, you can click on the “save and finish later” button below.

When you’re done, you will receive a copy of your answers in your email, and we’ll get a copy too. Then, we’ll set up a Discovery Call with you to discuss the possibility of taking you on as a client.

About us & working with us:

Business Hours*

We are a 2-person (husband & wife) team, not an agency. We are excellent at what we do, with over 45 years of combined experience! The advantage to that is personal service where every client is known by name and every project is a custom solution.

We DO need some work-life balance, so we maintain general business hours (M-F: 9AM – 5PM US Central time) and take time off for holidays. Of course, there are exceptions and other details we will share if you have questions.

I can work with your general business hours:

Yes

Communication Requirements*

Because we are a 2-person team, we utilize a support ticket system to manage ALL customer communications. It helps us to be timely with client questions and support requests. In general, we do not accept phone calls/texts/DMs, etc. and require that all inquiries be submitted through our support email address.

I can work with your communication requirements:

Yes

Mutual Respect*

We approach all our clients as equals. You are the expert on your business, and we are the expert of ours. For that reason, we don’t respond to “fire and forget” kinds of requests. We expect our clients to be active participants in their business, responding to our follow-ups in a timely manner, and respecting the business practices we have in place to run our business.

I agree to work as equals with mutual respect:

Yes

Blogging Platforms*

There are a lot of different blogging/web platforms out there. We work exclusively with Self-hosted WordPress as our technology platform – including our SEO work. If you don’t know what that means, we can explain in more detail on our Discovery Call.

We DON’T create or manage sites or SEO on platforms like Blogger, Typepad, Wix, Squarespace, etc. (but we can transfer your site from those platforms to Self-hosted WordPress!) If you want to know why, just ask during our call.

I understand that you only design/maintain on Self-hosted WordPress sites:

Yes

Your Info

Now that you know a little about us, tell us about you!

Name*

First Last

Email*

Enter Email Confirm Email

Address*

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

Best Contact Phone Number*

Services

What services are you interested in?*

(Check all that apply)

Website/blog design

Site hosting and/or maintenance

Moving from another platform to self-hosted WordPress

eCommerce setup

Email marketing setup

Search Engine Optimization (SEO) coaching and/or maintenance

Design Approach*

We create 2-column or full-page designs that are mobile friendly (responsive design).

I can work with your general design approach:

Yes

Site Graphics*

We no longer create custom graphics. However, we have designers that we’re happy to reference if you have a need, or we can use your existing branding and graphics.

Tell us about your graphics needs (select all that apply):

I already have graphics I’d like to use

I’m interested in your designer referrals

I don’t have graphics yet, but I’ll figure it out!

SEO Coaching and Maintenance*

Our SEO Coaching services are not done-for-you services. We conduct analysis and reporting, and provide our expert opinion and coaching on actions you can take to improve your content for better search engine ranking. In other words, in most cases, it will be you taking action to make improvements based on our guidance and coaching. Of course, there are exceptions such as content touch-ups and technical fixes, and other details we will share if you have questions.

I understand that SEO services are coaching and not done-for-you services:

Yes

Website Details

Do you currently have a website?*

Yes

Please provide your website address (URL):*

If you do not have a website, do you have a company name and/or domain name?*

Yes

Please provide name or domain name:*

Please provide a name you are thinking of using:*

Are Google Analytics and Google Search Console set up for your site?*

Yes

Not Sure

Are you using any Plugins or Tools to track or optimize for SEO?*

Plugins such as: Yoast, RankMath, Squirrly
Tools such as: SEMRush, AHRefs, SERanking

Yes

Not Sure

Your Business

In a sentence or two, tell us about your business:*

How long have you been in business?*

What is driving your need to have or improve your site/blog (including SEO)?*

How is/will your site be used? (eg: blogging, sales, e-commerce…)*

Budget, Timing & Your Involvement

Budget*

A typical design package starts at $600, and does not include graphics. SEO startup packages typically start at $300. However all work is thoroughly discussed and quoted as a custom solution for each client.

What is your planned budget?

Timeline*

Because we only work with a small number of clients at a time, we manage an active waitlist of 3 – 6 months.

I can work with that timeline:

Yes

Questionnaires*

To keep costs reasonable, we require thorough and timely input from our clients. We will ask you to complete a series of questionnaires for your site setup before we start work on your site. This will start coming your way immediately after your retainer fee is paid. They are due 10 business days prior to your set start date.

I will be ready to provide you with all the info you need when you need it:

Yes

Ticketing System*

Site design project communications are managed exclusively through our support ticketing system (e-mail). Over the past 6 years, this system has proved to be very effective. On rare occasions, a phone call may be necessary to iron out a detail or two that doesn’t translate well through email.

Our 1:1 training sessions are conducted through a screen-sharing system like Zoom (no need to turn on your video though!).

I can work with these project communication requirements:

Yes

Let’s wrap this up!

Anything Else?*

Please share anything else we should know about you and your business:

Meeting Schedule

Thank you for completing our intake questionnaire. You will be hearing back from us shortly on whether we think our services will be a fit for your needs!

At that time, we will provide you with a link to our scheduling system so you can select a Discovery Meeting with us to discuss our services further and come up with an action plan for moving forward.

We look forward to speaking with you soon!

Nicole & Brian Watt, Co-Owners
Integrant Services, LLC.