Client Survey - Union Street Media

Contact Information

Name*

First Last

Email*

Company*

Address*

if you have more than one address, please note additional addresses in the 'Additional Information' area at the end of the survey

Street Address Address Line 2 City State ZIP Code

Business Information

Service area description*

Please list specific towns or cities that you target primarily. If there are descriptive titles for the region you serve, especially ones that customers would likely include in a search engine query, (e.g., "Metrowest Boston," "Cape Cod") please list those in addition to the specific cities. If you have active or sold listings outside of the service area provided, they will not display on your new website unless they are added to this list.

Social Media Website Links*

Does your business have active accounts with Facebook, Twitter, LinkedIn, or other social media websites? Please list the URLs of your profile pages so that we can link to them from your website. If you have a Facebook page, please provide your username and password to allow site visitors to register on your new website using their Facebook credentials.

What is your agent/broker/office MLS code(s) or ID(s)?*

Please list all codes if you have more than one office

Top Call-To-Action (CTA) Items

Your template may include up to four Calls-To-Action (CTAs) on your homepage. CTAs visually encourage your visitors to perform a certain action, and are separate from the navigation menu. Please rank your top four choices for the homepage below; if you don’t see ones you’re looking for, you can write up to four of your own.

CTA Choice 1*

Custom CTA Choice 1*

CTA Choice 2*

Custom CTA Choice 2*

CTA Choice 3*

Custom CTA Choice 3*

CTA Choice 4*

Custom CTA Choice 4*

Branding

Branding Elements

Do you have any branding or marketing elements that you would like to include in your new website? For example: logo, naming conventions, photos, etc. If you have materials that we can use, please upload them to basecamp, or directly to this form below in high resolution .jpeg format. Logos should be submitted in .eps format.

Drop files here or

Max. file size: 50 MB.

Branding Notice*

While we are here to help, you are responsible for making sure that your site complies with any branding regulations mandated by the franchise you work with or by law. If there are particular branding guidelines we need to follow, please provide us this information so we can design your site to suit them.

I Understand

Additional Info*

Is there any additional information you'd like to share to help us understand your business or address business needs?

Technical Information

DNS (Domain Information)

Important Note: We need this information in order to launch. This enables us to log in to your account and set the URL to point to our servers to show the new website.

Who do you currently use as your domain registrar? (i.e. Godaddy.com, Network Solutions, etc.)*

Username*

Password*

If you have additional domains, please list them here so that we can set up search-engine friendly redirects to point them to your new site.

Domain Notice*

By checking this box I understand I am still responsible for the maintenance of my domain.

IP Addresses

Important Note: We will be setting up filters in your website reporting to exclude internal traffic to your website (i.e., visits from employees, which can skew data). If you don't know your IP address, you can visit WhatIsMyIP.com and it will tell you the address of the computer you are using.

Please list the IP address for your office. If you have more than one location, or if there are employees who frequently work on remote computers, please also provide their IP addresses. An IP, or Internet Protocol address, is a unique string of numbers that identifies your computer network and its location on the Internet. We will be setting up filters in your website reporting to exclude internal traffic to your website (i.e., visits from employees, which can skew data).*

Email

Who is your current email provider (ex. Rackspace)?*

Please contact your current provider and ask them for a copy of your zone file (or a list of the appropriate records needed specifically for your email) and send it to your Project Coordinator.

How do you access your email?

Please specify web address location (ex. https://mail.google.com/mail/u/0/#inbox) or program name (ex. Office365)

If you are currently using Google Apps, or have an existing Google Mail account for email, please provide us with the username and password. This will ensure your account is properly verified with your new site and any associated services.

Google Apps Username

Google Apps Password

Google Adwords / Analytics

Important Note: We set up all of our websites with a Google Analytics account, if you have a Digital Marketing package your internet marketer will work with you in the future to interpret those reports; otherwise, you will have full access to all data by logging in to your account that we provide you with.

Do you currently track your site with Google Analytics?*

Yes
No

GA Username*

GA Password*

If you have a Google AdWords account and would like us to connect it to your Google Analytics reporting, please provide your login info. Connecting your accounts will allow you greater insight into visitor activity and website performance.

Do you currently use Google AdWords?

Yes
No

Adwords Username*

Adwords Password*

Accelerator Settings

Important Note: Accelerator is the back-end of your website. You will receive training on how to use Accelerator and edit your site prior to your its launch.

When a new user registers with your website, which email address would you like to have user activity notifications sent to by default?*

Would you like to have agents copied on notifications when a user specifies a certain agent?*

Yes
No

What email address would you like to appear in the 'from' field for notification emails that are sent to customers?*

What email address would you like to appear in the 'reply to' field for notification emails that are sent to customers?*

Who on your team should have administrative privileges on the site? (We will be creating separate accounts for each person listed)*

Will you be managing leads through a third-party lead management tool? (Example, Sugar, LeadRouter)*

Yes
No

Is there any additional information you'd like to share to help us understand your business or address business needs?**

Name

This field is for validation purposes and should be left unchanged.