(919) 404-9327 sales@lizardwebs.net

Client Intake Form

When we’ve decided we’re both a good fit for each other, here is where we will gather information on the accounts that we will need to access to make this all happen!  Below is a list of possible accounts that you may have already.   This is by NO means complete or comprehensive. There are a LOT of places that you may have accounts – delicio.us, Diigo, About.me, and SO many more – include them if you want us to include them in our work! If you have accounts out there like multiple location G+ or Google My Business pages, please feel free to add those all in below. The more we have to work with, the better!

Possible Accounts

This would include the primary targets:

  • Website admin access
  • FTP access
  • cPanel access

Google Accounts such as:

  • Google/Gmail Admin account
  • Google Analytics
  • Google Webmaster Tools (WMT)
  • Google My Business
  • Google Adwords
  • Google Plus Account

Directory/Social Accounts such as:

  • Facebook
  • Twitter
  • LinkedIn
  • Yelp
  • Angie’s List

If there are some that are important to you or generate a good amount of activity for you, PLEASE add them here and make a note of them so we may give them extra attention!

  • Your Info

  • Site / Marketing Specific Information

  • AccountLogin LocationUsernamePassword 
    Add a new row
    Please list and provide user/pass access for any social accounts, web accounts that we may access for helping to improve your online rankings! To create additional lines, just click the "+" to the right of the last box above and a new line will be created. Please create as many as you need.

If you would prefer to fill this out in Excel and just email it to us, please download an Excel spreadsheet with these fields listed and some samples here! None of the accounts in the spreadsheet are actual accounts – just delete them – they’re provided only for reference.

Client Intake Spreadsheet (Right click and do a ‘Save As’)