Onboarding of website project

Please complete and submit the following onboarding form to allow the process of completing your website design to go online. The project cannot ‘go live’ until this form is received.

Where necessary I will be in touch to get clarification on any items raised.

If you have any questions prior to completion of this form then please contact me.

Onboarding for your website project

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Next Steps: Sync an Email Add-On

To get the most out of your form, we suggest that you sync this form with an email add-on. To learn more about your email add-on options, visit the following page (https://www.gravityforms.com/the-8-best-email-plugins-for-wordpress-in-2020/). Important: Delete this tip before you publish the form.

About You

Your Name(Required)

First Last

Primary type of website required:(Required)

What is the primary domain you want to use for the website?(Required)

Where you have multiple or previously registered domain names then these can be transferred and then pointed/forward to the primary domain. Where a domain is yet to be registered (where we are chatting this through) then please state your preferred domain – we can discuss and confirm accordingly).

Do you have domains registered that you would like to transfer?(Required)

Yes

If so, please state the domains here:

Please state any domains you wish to transfer. Domains are then administered and renewed annually on your behalf (you always own the domains). Domains are invoiced and renewed annually following transfer, unless cancelled prior to the renewals.

What email accounts (max 3*) would you like for the website?(Required)

+ By default you may have up to 3 email accounts included with your website package. Additional accounts can be arranged at additional cost.

Do you already have a website?(Required)

Yes

If so, please provide a link to it here:

Your current website if you have one.

Do you want all pages replicated?

Yes

If so do you want content replicated and transferred to the new website?

Yes

Your business trading name:(Required)

Your business trading name

Actual business name:(Required)

If using a trading name

Is this a Limited Company registered in the UK?(Required)

Yes

If so, please state the registered company name:

Registered Company Number:

Your Business Address(Required)

Street Address Address Line 2 City Zip/ Postal Code

Publish the business address on the website?(Required)

Yes

Generally it is good practice for customer re-assurance to publish the business address. For UK Companies it is a legal requirement to publish the registered UK business address (in England and Wales)

Your Registered Business Address

Street Address Address Line 2 City Zip/ Postal Code

” if different from the business address above.

Invoice Address:(Required)

Business Address

Registered Company Business Address (where applicable)

Home Address – please provide details below

Other – please provide details below

Please confirm which address, provided above or below, is to be used on the invoice address.

Invoice Address (where NOT the business or registered business address)

Street Address Address Line 2 City Zip/ Postal Code

Where NOT the business or registered business address)

Do you have a business logo/branding?(Required)

Yes

If YES, you will be requested to email/send the files separately

Do you have images for publishing on the website?(Required)

Yes

If YES, you will be requested to email/send the files separately

Would you like to be able to update pages and publish news posts on the website(Required)

Yes

There is the option to be able to update the website yourself (where required, up to a one hour training session will be provided, on a mutually convenient date and time),

If so, please provide the name of the person who will need a login for publishing/editing own the website

Phone number to publish on the website?(Required)

Please select the initial pages you would like for the website:(Required)

There are default suggested pages, More can be added (see below) Where you currently have a website and content is being transferred, please only state the NEW pages you would like.

Please list the pages you would initially like on the website?(Required)

Where you currently have a website and content is being transferred, please only state the NEW pages you would like.

Are there any additional functions you would like on the website?

For example a booking system, payment system/s, HR system etc.. Additional functions on the website may need additional software or integrations at an additional monthly charge. On request here, details can be confirm before you confirm and sign-up for these additional functions.

Payment gateways to be integrated?

Where you require payment gateways to be integrated temporary login details will be required for the integration (these login details will not be retained after integration).

Other payment gateways to be integrated (not listed above):

When do you ideally want the new site to 'go live'?

Pending receipt of the information required, when do you ideally want the new site to ‘go live’? By default, the aim is within 7-10 working days.

Monthly payments via Direct Debit:

Monthly payments for your website pacakge are required via direct debit (details and the direct debit mandate sign-up form will be sent to you separately – payments are via Go Cardless). Setup of the direct debit usually takes 7-10 working days (dependent on your bank). Invoices will be issued monthly via email, to coincide with the monthly direct debit payments. The website project will not ‘go live’ until the direct debit is setup.

Invoice email address(Required)

Email Address Confirm Email Address

What email would you like the direct debit, and subsequent monthly invoices sent to (they will need to be the same).

Business Bank Account Name:

For your direct debit mandate the business bank account MUST be in the same name as the monthly invoices generated, so please state the name on your business bank account where the direct debit mandate will be authorised.

How Can We Reach You?

We would love to chat with you. How can we get in touch?

Preferred Method of Contact

Your Email Address(Required)

Email Address Confirm Email Address

Your Phone(Required)

Best Time to Call You(Required)

Your social media accounts:

Your social media account you would ideally like to link out to from the website.

Facebook:

Twitter:

Instagram:

Linkedin:

YouTube::

Additional comments or information

Your Comments/Questions or additional information for the website:

Onboarding of website project