New Fast Track Survey - Union Street Media

Contact Information

Name

First Last

Email

Company

Business Information

Business Address

If you have more than one business address, please include them in the "Additional Information" section at the bottom of this survey.

Street Address Address Line 2 City State ZIP Code

Brokerage Name & ID

To add additional brokerages, please click the plus (+) icon to the right.

Brokerage Name	Brokerage ID

Brokerage in Charge

To add additional brokers, please click the plus (+) icon to the right.

Broker Name	Email	Agent ID

Office Name(s) & ID(s)

To add additional offices, please click the plus (+) icon to the right.

Office Name	Office ID

Agents

To add agents, please click the plus (+) icon to the right.

Agent Name	Agent ID	Office

MLS(s)

To add additional MLSs, please click the plus (+) icon to the right.

MLS Name

Website Information

What domain/URL are we launching your new site on?

Where is your domain hosted?

Important Note: DNS information is necessary in order to launch your website. By providing this information, it will allow us to log into your account and set the URL to point to our servers so the new website will be live.

Domain Registrar

Username

Password

Domain Notice

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

Digital Marketing

Do You Currently Have Digital Marketing With Union Street Media?

Yes
No

Do you currently track your site with Google Analytics?

Important Note: We set up all of our websites with a Google Analytics account. We can use your current account if one esists or create one for you and provide you with access. If you have a Digital Marketing Membership you Digital Success Specialist will work with you in the future to interpret your website performance.

Yes
No

Do you currently track your site with Google Analytics?

Important Note: We set up all of our websites with a Google Analytics account. We can use your current account if one esists or create one for you and provide you with access. If you have a Digital Marketing Membership you Digital Success Specialist will work with you in the future to interpret your website performance.

Yes
No

Please delegate access to mcgoogle@unionstmedia.com in your Google Analytics account following the steps here

Please delegate access to marketing.1@unionstmedia.com in your Google Analytics account following the steps here

Accelerator Settings

Accelerator is the back end of your website, the following questions address how do the initial setup for notifications. These can be changed post-launch if you desire.

When a potential client registers with your website, an email notification is sent to you. Please provide the email address where you would like those notifications sent to.

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

What email address would you like to appear in the 'reply to' field for notifications on emails that are sent to leads?

Do you have an additional domains you would like to redirect to the site or to specific pages?

Yes
No

Please list the additional domains and/or pages you would like to be redirected to the site

Lead Routing & Integrations

Will you be managing leads through a third-party lead management tool?

examples: Follow Up Boss, Brytecore, Leads Engine, MoxiWorks, ActivePipe, Cloze, Zapier, Ixact Contact, Top Producer, LionDesk/Lone Wolf, ReChat

Yes
No

Do you have any other integrations we should be aware of?

example: a CRM, Testimonial Tree, LiveBy, Widewail, chat bot, etc.

Do you want to transfer any leads to the Union Street Media Lead Management System?

Please note that the Union Street Media Lead Management System is not a CRM.

Yes
No

Please attach a .CSV file that includes your list of leads with first name, last name, email address and assigned agent first name and last name, if applicable.

Accepted file types: csv, Max. file size: 128 MB.

Social Media

Please list the profile page URL (address of the web page) for each of your Social Media accounts. This will allow us to link them from your website.

Facebook URL

Instagram URL

Linked In URL

Twitter URL

Youtube URL

Other Social Media URLs

Branding

Branding Elements

Upload any branding files that you would like to include with your website such as logos (.eps, .png, .svg formats), naming conventions, photos (high resolution, .jpeg format), etc.

Drop files here or

Max. file size: 128 MB.

Branding Notice

While Union Street Media is here to assist with designing your website, you are responsible for verifying that your site complies with any branding regulations mandated by the franchise you work with or by law. If there are particular branding guidelines that we will need to follow, please provide us with this information so we can design your site to suit them.

I Understand

Include any additional information that you feel would be helpful for us to understand about your business or business needs.

Phone

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

Client OnBoarding Survey