Essentials Screening Questionnaire

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Contact Information

Name *

First

Last

Business name *

Email address *

Phone number *

Business Details

What stage is your business currently in? *

Is your business name finalized? *

Essentials may be a better fit once your business identity is finalized.

Do you have a finalized logo for your business? *

A finalized logo is required before an Essentials project can begin. Logo/Brand development is not included in the Essentials package.

Briefly, what does your business do? *

Please give us a simple 1–3 sentence overview. You do not need to write polished marketing copy.

What are your primary products or services? *

Please provide a short list.

Are the primary products/services you plan to promote finalized? *

Essentials works best for businesses that have already determined what they offer. Significant changes to products, services, or business direction may require a different project scope.

How do you serve customers? *

Customers visit our physical location
We travel to customers
We provide services remotely/online
We sell or ship products
Other

Select all that apply

What city, county, or general geographic area do you primarily serve? *

Note: If you answered “We provide services remotely/online” ONLY, Google Business Profile may not be possible. Google Business Profiles are intended for businesses that interact with customers in person. Online-only businesses may not be eligible for a Google Business Profile. This does not necessarily prevent participation in Essentials, but the package may be adjusted accordingly.

What is the primary goal of your website? *

Choose the one most important goal

What do you need your website to do? *

Explain our services/products
Provide a standard contact or inquiry form
Showcase photos, projects, or portfolio work
Display pricing or packages
Display team information
Link to an existing appointment/booking system
Sell products online
Accept payments directly through the website
Provide customer/member logins or a portal
Include complex forms or applications
Handle event registration/ticketing
Represent multiple business locations
Something else

Select all that apply

Will your website need to collect or store sensitive customer information? *

This could be a major dividing line between Essentials and a custom solution.

What do you currently have online? *

Domain name
Current website
Google Business Profile
Facebook business page
Instagram business account
LinkedIn business page
Other business social profile
None of the above

Select all that apply

What is your domain name? *

What is your current website URL? *

Existing social/Google profiles: Please provide links if readily available. *

If you have existing online accounts created or a URL purchased, do you have administrative access or ownership of these accounts? *

interruption of available

You must have access to these prior to our 3-4 hour meeting. If you need guidance from our team prior to your meeting, our hourly rate will apply.

Would you like to add Facebook & Meta creation / optimization for a one time $399 fee? *

Is your business subject to industry-specific website, advertising, privacy, or accessibility requirements that we should be aware of? *

Briefly explain. *

Note: This mainly will apply if you are in the medical field or have corporate/franchise requirements.

Do you have a firm deadline associated with this project? *

What is the deadline and what is driving it? *

Essentials includes an approximately 4-hour in-person working session with our team. Are you able to participate? *

Will the person or people responsible for making final decisions about the business and website be available for the working session and timely approvals? *

Investment Acknowledgement

Essentials is a streamlined digital presence package with an investment of $1999. If your business is determined to be a fit, payment and a credit card on file will be required before onboarding begins.

If selected, are you comfortable proceeding with this investment? *

Please enter any questions or comments in the field below. *

I am aware that I have 3 options for ongoing monthly packages and my credit card will be charged each month automatically. Payment failure will result in an interruption of services. *

Is there anything about your business or project that we should know when determining whether Essentials is the right fit? *

Final Acknowledgement

Framework Understanding *

I understand that Essentials uses a proven Blue Canopy website framework selected to fit my business goals rather than a fully custom website design process.

Essentials Process Requirements *

I understand that a finalized business name, logo, core products/services, participation in the working session, and timely approvals are required for the streamlined Essentials process.

Deadlines & Additional Fees *

I understand that if I miss deadlines or fail to supply requested information, additional fees and time may be required.

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