New Client Questionnaire

Welcome to Crystal Clear Digital Marketing. In order to expedite your onboarding process, we ask that you please fill out this form before your initial Discovery Call.

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Here are a couple of tips regarding the New Client Questionnaire form that will allow you to bypass required fields in case you do not have the requested information:
1. If there is an item that you do not have at this time please put "N/A" in the field.
2. If the field requires a URL or web address and you do not have that information at this time, please place "none@none.com" in the field.
Practice/Business Name*
Primary Contact Name*
First Last
Primary Contact Email*
Secondary Contact Name
First Last
Secondary Contact Email
Phone
Your Website URL*
Current Website Information
We will need the information for where your current domain is in order to place your site live. This is where your domain xyz.com was purchased.
Are you currently in contract with a Marketing company other than Crystal Clear Digital Marketing (CCDM)?*
- Yes
- No
If yes - Expiration Date of Current Contract
Date Format: MM slash DD slash YYYY
Current Domain Registrar*
Name/URL (GoDaddy, BlueHost, Register.com, or wherever you purchased your URL).
Current Domain Registrar Username*
Current Domain Registrar Password*
Domain Based Email*
If you have a domain based email please provide here. An example of a domain based email is info@crystalcleardm.com where the website address is the email extension.
Back-end Access Name/URL (Wordpress, Wix, Squarespace, etc.)
Current Website Username*
Current Website Password*
Google Analytics Access
We would like to be able to use your existing analytics account so we have some historical reference. You can either add us as a admin user, or simply provide us the login and we will go in and make ourselves admins. The email to enter to give us access is seo@crystalcleardm.com.
Current Google Analytics Email
Current Google Analytics Password
Google My Business Access
We would like to be able to access your current Google My Business account so we can correctly configure your account and optimize your practice location for maximum SEO benefit.
Current Google My Business Email
Current Google My Business Password
Social Media Access
If you do not currently have any of the following accounts, please create new accounts and add login credentials below.
Facebook Email*
Facebook Password*
Twitter Email*
Twitter Password*
LinkedIn Email*
We need access to you personal LinkedIn profile if a company page has not been created. If you do not have a company page, we can create one for you.
LinkedIn Password*
Pinterest Email*
Pinterest Password*
Location(s)
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Do you have multiple office locations?
- Yes
- No
Address
Street Address Address Line 2 City State ZIP Code
Address
Street Address Address Line 2 City State ZIP Code
Still have more office locations?
- Yes
- No
Address
Street Address Address Line 2 City State ZIP Code
Address
Street Address Address Line 2 City State ZIP Code
Address
Street Address Address Line 2 City State ZIP Code
Practice Direct Phone Number*
Do you have more than one practice number/location number?
- Yes
- No
Please list any additional phone numbers below.
If you have multiple locations with different numbers, please specify.

Top 4-8 Revenue Making Services
List in order of importance.
Website Examples You Like
Please provide links to websites you have seen that you like so our team may better understand your vision.
Share more information about your practice
Number of Employees & Number of patients, etc
List of doctors/staff that will need access to the Social Patient Center (SPC)
Software & Training - Full Name, Email Address & Title
Where would you like your form submissions from the website to be emailed to?*
Please list the email(s) you would like notifications to go to from the software system.
What domain based email would you prefer as your "from" sending email?*

This is the "from" email that will display when emails are sent to your patients from the software system.
Logo Files
Drop files here or
Please provide us with a high quality version of your logo. What we need is an EPS, AI, PNG, or PSD. If it is PNG or PSD it should be 1280X720. This will help us in buiulding the website and your overview video.
Practice Images
Drop files here or
We would love to be able to have high quality images of 1280X720 of the doctor(s) and/or the staff. If you have these images on the website, you can skip. This will help us in buiulding the website and your overview video.
Staff Images
Drop files here or
We would love to be able to have high quality images of the staff.
Name of person filling out this form.
First Last
The information provided is accurate as of this date it is submitted.

Phone Numbers

Logo

Service Phone

Canada Phone

Menu

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Current Website Information

Google Analytics Access

Google My Business Access

Social Media Access

Location(s)