Sales Representative Information

Sales Rep Name (Required)

Sales Rep Email (Required)

Sales Rep Phone

Sales Rep Company

Client Business Information

Business Name (Required)

Existing Website URL

Client Website Needs
Client has a websiteClient does not have a websiteClient needs a new website

Business Type (Required)
Local Service BusinessEcommerceProfessional ServicesMedicalDentalLegalHome ServicesReal EstateRestaurantHospitalitySaaSManufacturingNon-ProfitOther

Business Description

Number of Employees

Service Area / Geographic Market

Primary Client Contact

Please provide information for initial research and reporting, but Hagadone Technologies will not reach out to the client without permission and approval from the representative.

Contact Name (Required)

Job Title

Contact Email (Required)

Contact Phone

Preferred Contact Method
EmailPhoneTextDo Not Contact

Current Marketing & SEO

Has the client previously invested in SEO?
YesNo

Previous SEO Provider(s)

Current SEO Provider

Current Website Platform
WordPressShopifyWixSquarespaceCustomUnknownOther

Current Marketing Services Used
SEOGoogle AdsMeta AdsEmail MarketingContent MarketingSocial Media ManagementReputation ManagementVideo MarketingNone

Current Marketing Agency (if applicable)

Any AI Tools Currently Being Used?

AIO (AI Interaction Optimization) Goals

Primary Goals
Increase Brand Visibility in AI SearchAppear More Frequently in Chat or Overview ResponsesImprove Online AuthorityGenerate More LeadsIncrease Website TrafficImprove Local VisibilityImprove Content QualityEnhance Knowledge BaseOther

Top Products / Services to Promote

Primary Target Audience

Top Competitors

Key Business Differentiators

Important Keywords / Topics

Geographic Areas to Target

Additional Desired Results from AIO Campaign

Website & Content Assessment

Does the website have a blog?
YesNoUnknown

Google Business Profile URL

Social Media Profiles

Existing Content Assets (Website, Brochures, White Papers, Documentation, etc)

Additional Notes

Sales Rep Notes

Special Requests / Concerns

Do you have their signed contract? Attach it below.