Tell us about your business and what you want to achieve. We use this to set up your campaigns, build your CRM, and tailor strategy to your goals. Auto saves as you type.
⏱ Takes 15 to 20 minutes💾 Auto saves every change🔒 Secure submission to your ITAspects team
SEOGoogle AdsMeta AdsCRM
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1
Business Basics
Required for every engagement
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Will this be published in directories?
Will this be published in directories?
Storefront, inside, 360 view, team, work in progress
2
Services Required
Select all that apply. The form will show only the questions relevant to your selection.
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3
Goals & Strategy
Tells us where you are heading
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Add services one at a time, press Enter after each
4
SEO Requirements
Only shown if SEO is selected in Section 2
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iGrant admin / owner access to itaspects1@gmail.com and itaspects4seo@gmail.com on the tools below.
Account Access Status
Tool
Status
Notes / Login URL if any
Google My Business
Google Analytics (GA4)
Google Tag Manager
Google Search Console
Don't worry if you are not sure, we will research and add more
5
Google Ads Requirements
Only shown if Google Ads is selected
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Account Access Status
Tool
Status
Notes
Google Ads Account
🔒We never collect credit card details via this form. Add your billing card directly inside Google Ads when prompted, or send via our secure share link.
6
Meta Ads Requirements (Facebook & Instagram)
Only shown if Meta Ads is selected
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Account Access
Tool
Status
Notes
Facebook Page
Instagram Business Account
Meta Business Manager
🔒Credit card billing is set directly in Meta Business Manager. We will guide you through the secure setup at kickoff.
7
CRM Requirements
Only shown if CRM is selected
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All leads will route here, you can add more later
8
Technical & Access Discovery
Hosting, domain, email, and other access we may need
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🔒Never enter passwords here. Share credentials via our secure vault link, sent after submission. For now, just confirm the provider and login URL.
9
Anything Else
Concerns, sensitivities, must haves, or special requests
