New form testing

New Breeze Submission

Project Contact Information

“*” indicates required fields

Email for Send Receipt

Design

Ashley

Demetra

Re'Anna

Other

Who is submitting this?(Required)

Ashley

Demetra

Re'Anna

Other

Client contact for this project

Full Name

Client email for this project

Project Details

New Clients should include new clients that we have not completed their project yet.

This is a...

Company Name

Project Type

Website

Social Media

Logo Design

Brand Design

Other

New Client | Website

Is this website live?(Required)

Yes

Is this starting from scratch or adding new content?

Starting New

Adding Content

Where is it hosted?

What is the sign in to access it?

username

password

This field is hidden when viewing the form

What pages are we updating?

Website details and notes.

Do we need a mockup?

Yes

Mockup due date

Final Due Date(Required)

Is this new content, changing content, or both?

New

Changing

Both

Is this internal (VS) or client requests?

In-House

Client

Is this approved with these changes or are we sending it back to the client?

Approved to go live with these changes

Sending back to client for approval

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What pages are we updating/adding?

Please detail changes/additions.

Please specify what changes on which pages

Do they have a current website?

Yes

If yes, what is the URL?

Do they want to use information from this website?

Yes

What information are we using?

What do they like about it?

What do they dislike about it?

Company Logo

If this file will not upload in the form, please email to design@vitalitysouth.com with the title “(fill in Company Name) Logo”

Drop files here or

Max. file size: 128 MB.

Do they own their domain?

Yes

Do they have email with their domain name?

Yes

Where is it located?

What is the sign in?

Username Password

If they need us to purchase a new domain, what are some ideas/suggestions for a URL?

Are we hosting the email?

Yes

Where is the email hosted?

This is a great opportunity to upsell this client for email hosting.

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Do they have any website (please provide the link) they would like us to use as inspiration when building their new site?

These examples can cover details such as design inspiration, content inspiration, or certain elements that we should apply to this new website. Please clarify what the sites are inspiration for in the paragraph box below.

Do they have any website (please provide the link) they would like us to use as inspiration when building their new site?

Please clarify what each example is inspiration for:

Examples: “Example 1 is a great example of what they do, it covers the content that they work with.” “Example 2 - the client loves their design, colors, and navigation of this website.” “Example 3: I think adding something like this specific section will be useful on this client’s website.”

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How many pages are on their new site? Please list any pages requested here.

What email address do the contact forms need to be sent to?(Required)

What additional features will this website need?

Social Media Feed

Testimonials

Rosie Reviews

ADA Compliance

SEO

E-Commerce

Other

Do we have access to their Facebook?

Yes

We will need this access to add this feature.

Do we have a sign-in to their Instagram account?

Username

Password

Do they have existing testimonials?

Yes

Where can we find them?

What phrases for SEO (recommended 4-6, max of 10) should we optimize?

What level of SEO are they getting?

How many products are we adding?

Do we have these products?

Yes

Do we need to make a shared drive?

Yes

If so, who do we need to share this with?

Please, provide name and email address.

How are we receiving the products?

What is the other services they need?

Any other details or notes?

Anything that they do not like?

Due Dates For a normal, simple website we need approximately eight (8) weeks to complete this. If this is an e-commerce website, we need closer to ten (10) to twelve (12) weeks to complete it. More if greater than 50 products.

Due Date

Phase 1 - Mockup(Required)

Phase 2 - Implementation(Required)

Phase 3 - Final(Required)

Is this an hourly project?

Yes

Do we have a set amount of hours to work on this project?

Yes

How Many?

What is the time goal on this project?

To figure the time goal for this project, take the half of the total price that it was sold for and divide it by the 100 to get the goal for time. Example: $2,500 website would be 2500 divided by 2, 1250 divided by 100, leaving you with a time goal of 12.5 hours.

What is the monthly hosting/maintenance time for this website?

Any files for the website.

Drop files here or

Max. file size: 128 MB.

Is there anything specific we are waiting on the client for? When can we expect this?

Current Client | Website

Where is this hosted?

We host this

Hosted Elsewhere

Is this new content, changing content, or both?

New

Changing

Both

Is this internal (VS) or client updates?

In-House

Client

Are we making these changes live or sending a draft?

Approved to go live with these changes

Sending back to client for approval

This field is hidden when viewing the form

What pages are we updating/adding?

Please specify details for changes/additions

Please specify what changes on which pages.

Do we need a mockup?

Yes

Mockup due date

Final due date(Required)

Is this project hourly?

Yes

Do we have a set amount of hours to work on this project?

Yes

How Many?

What is the time goal on this project?

Any new files?

Drop files here or

Max. file size: 128 MB.

New Client | Social Media

What are we posting to?

Facebook

Instagram

Twitter

Google My Business

Other

Do they have an existing Facebook?

Yes

Does Ashley South (VitalitySouthTeam) have access to this page?

Yes

Please link to their page.

To give us Facebook access, need to be a friend to Ashley South (share this link with the client: https://www.facebook.com/VitalitySouthTeam/), then give vsadmin@vitalitysouth.com admin access to your page.

Are we making updates to the information on their Facebook?

Yes

Do they have an existing Instagram?

Yes

What is the Instagram sign-in information?

Username

Password

Are we making updates to the information on their Instagram?

Yes

Do they have an existing Twitter?

Yes

What is the Twitter sign-in information?

Username

Password

Are we making updates to the information on their Twitter?

Yes

Do they have an existing LinkedIn?

Yes

What is the LinkedIn sign-in information?

Username

Password

Are we making updates to the information on their LinkedIn?

Yes

What are we updating?

Business description

Phone number

Address

Hours of operation

Profile Picture

Cover Photo

Other:

What is the business description?

What is the address?

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

What is the phone number?

What is the email?

What are the hours of operation?

Profile Picture File

Drop files here or

Max. file size: 128 MB.

Cover Photo File

Max. file size: 128 MB.

What other updates do they have?

When do we need to create this by?

Do they have any usernames in mind?

What is the business information?

Business Description

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

Hours of Operation

Other details

How much are we posting?

One time a week

Two times a week

Three times a week

Other

Do they have a logo?

Max. file size: 128 MB.

Do they have an existing look or brand guidelines?

Yes

Do they like their brand?

Yes

Do you have the branding materials?

Yes

Please upload what you have.

Max. file size: 128 MB.

List any other notes.

Do they have anything that they like?

Yes

Please provide examples of things they like.

Are there any files?

Max. file size: 128 MB.

Do they have any examples or notes about what they do not like?

When do we need to start posting?(Required)

When is the first draft due?(Required)

This will include 4-6 generic posts and a Facebook cover photo (if we are posting to Facebook).

Any other details and notes about the client and accounts:

Any other files for social media.

Drop files here or

Max. file size: 128 MB.

Current Client | Social Media

What is this update?

New content

Updated branding/look

Updated page information

Is this for a specific date?

Yes

What dates?

What is the content?

File

Drop files here or

Max. file size: 128 MB.

Do they have a new brand or do they want an updated look on the social media?

New Brand

Updated Look

Are we doing this branding?

Yes

Do we have the new branding?

Yes

Please upload what materials we have.

Drop files here or

Max. file size: 128 MB.

Or email to dacey@vitalitysouth.com

How are we receiving the new branding?

When are we receiving the new branding?

When do they want to implement this brand?

Immediately

Starting next batch

Specific date

What is that date?

What do they like currently?

What do they dislike currently?

What are they looking to change?

Any other details?

Is this a logo update?

Yes

Please upload the new logo

Drop files here or

Max. file size: 128 MB.

What platform is this for?

Facebook

Instagram

Twitter

Other

What are we updating on Facebook?

Business description

Phone number

Hours of operation

Address

New Facebook business description

Limit to 255 characters.

FB: Are we removing the phone number?

Yes

What is the new phone number?

FB: Are we removing the email?

Yes

What is their new email?

FB: Are we removing the hours of operation?

Yes

What are the new hours?

FB: Are we removing the address?

Yes

What is their new address?

What are we updating on Instagram?

Business description

Phone number

Hours of operation

Address

New Instagram business description

Limit to 255 characters.

IG: Are we removing the phone number?

Yes

What is the new phone number?

IG: Are we removing the email?

Yes

What is their new email?

IG: Are we removing the hours of operation?

Yes

What are the new hours?

IG: Are we removing the address?

Yes

What is their new address?

What are we updating on LinkedIn?

Business description

Phone number

Hours of operation

Address

What are we updating on Twitter?

Business description

Phone number

Hours of operation

Address

What is the other profile?

What are we updating on the "other" profile?

Business description

Phone number

Hours of operation

Address

New Client | Logo

Is this a logo design or full-branding design?(Required)

Logo

Full branding

Is this a Marketing Director as a Service client?

Yes

Who is the account manager?

How are we communicating with this client?

Do we need to create a shared drive for this client?

Yes

Who do we need to share it with?

Does one already exist?

Yes

What is it titled?

Who has access to this?

Please share access with the design team.

Is this client hourly based?

Yes

Do we have a time range for time spent on this project?

Please specify how much time and whether it is total, a week, or monthly.

Do they have an existing logo?

Yes

Do they like it?

Yes

Are we using it?

Yes

What do they like about it?

Are we changing it?

Yes

What do they dislike about it?

What, if anything, do they like about it?

Do they have anything that we can use for inspiration?

Yes

Please upload what you can.

Max. file size: 128 MB.

Please detail what they like about each example.

Do they have a color scheme in mind?

Yes

What is it?

If any, please upload picture examples.

Max. file size: 128 MB.

Is there any other information about the logo you would like to provide?

What does this company do?

What else do they need to get started?

Website (please submit this separately or return to the beginning and add website)

Advertising materials

Social media (please submit this separately or return to the beginning and add social media)

Other:

What advertisement do they need?

Retractable banners

Table clothes

Billboards

Rack cards

Business cards

Other:

Please list details about all "other" requests.

What are the dimensions for the retractable banner?

What is their goal or messaging for the banners?

What size tablecloth?

What is their goal or messaging for the billboard?

What are the dimensions for the billboard?

What size is the rack card?

What is the goal and messaging for the rack card?

How many business cards?

What size business cards?

What is the information for each business card?

Any examples of ones they like?

Max. file size: 128 MB.

Phase 1 - Logo & Branding Sheet

Depending on the client, this phase can take the longest amount of time. It can vary between two to even six weeks. Please provide us with enough time to give the clients the perfect logo for their business.

Phase 2 - Marketing Material & Website

Depending on the amount of material needed, this time frame can vary. A good baseline for this is to remember that a simple website can take up to six to eight weeks to complete.

Phase 3 - Live Completed Goal

This is what the client’s goal for a live date is based on the seller’s guidance. Please consider the time for the first two phases to be completed when setting this goal date.

Any other notes or details?

Any examples of business cards they like?

Max. file size: 128 MB.

Current Client | Logo

Is this client hourly based?

Yes

Do we have a time range for time spent on this project?

Please specify how much time and whether it is total, a week, or monthly.

What are we doing to this logo?

Making minor changes

Vectorizing it

Other:

What are the changes?

Do we have an editable file?

Yes

If other, please detail what they need.

What file types do we have?

.ai - Illustrator

.pdf - PDF document

.png - PNG with a transparent background

.png - PNG with a background

.jpg - JPEG file

Other

Please upload all files, if they do not upload please send to dacey@vitalitysouth.com

Max. file size: 128 MB.

Branding/Branded Materials

What advertisement do they need?

Retractable banners

Table clothes

Billboards

Rack cards

Business cards

Other:

Please list details about all "other" requests.

What are the dimensions for the retractable banner?

What is their goal or messaging for the banners?

What size tablecloth?

What is their goal or messaging for the billboard?

What are the dimensions for the billboard?

What size is the rack card?

What is the goal and messaging for the rack card?

How many business cards?

What size business cards?

What is the information for each business card?

Any examples of business cards they like?

Max. file size: 128 MB.

Due date

Any other notes or details?

Any other files?

Max. file size: 128 MB.

Other

Is this an hourly based project?

Yes

Do we have a time range for time spent on this project?

Please specify how much time and whether it is total, a week, or monthly.

Please provide any and all details about this project including the scope, description, and goals.

Please provide any and all files relevant to this project.

Max. file size: 128 MB.

Final Due Date

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662.300.3910

New Breeze Submission

Project Contact Information

Project Details

New Client | Website

Current Client | Website

New Client | Social Media

Current Client | Social Media

New Client | Logo

Current Client | Logo

Branding/Branded Materials

Other

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