Company
Primary Project Contact
Phone Number*
Company Name
Email Address*
This is a collaborative project, so you will need to set aside some time to chat with us regularly. Please let us know some dates and times that would work for you.
Date 1
MM slash DD slash YYYY
Time 1

: HH

MM

AM/PM
Date 2
MM slash DD slash YYYY
Time 2

: HH

MM

AM/PM
Date 3
MM slash DD slash YYYY
Time 3

: HH

MM

AM/PM
Other people who we should keep in the loop
Other people who we should keep in the loop (names & emails)
Mailing Address
Mailing Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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Branding
Brand Guidelines
Please send us a copy of your brand guidelines. If no formal standards exist, please provide color formulas and the names of your fonts you use in your marketing.
Brand File Checklist
Brand File Checklist
- Logo (.eps, .ai, or PDF file formats please)
- Brand Guidelines
- Company Colors
- Does your marketing use any particular colors not in your logo?
- High resolution photos and other assets you think would be helpful for this project
- Examples of other marketing tools
- Do you have a printer you work with regularly? If so please provide.
Name of Printer
Printer's Phone
Printer's Email
Upload Brand Assets
Please zip and upload the items mentioned in the checklist above, if you have them.
Max. file size: 50 MB.

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Analytics / Support
Google analytics and search console help you measure your website's performance and notify Google of changes and improvements. If you have these accounts set up, please share credentials or temporary access with roundpegindy@gmail.com. For detailed instructions, CLICK HERE
Do you have Google Analytics set up for your website? Fill out the below or make a plan to share access with us.
Google Analytics Username
Google Analytics Password
Are you currently using Google Search Console? Fill out the below or make a plan to share access with us.
GSC Login Email
GSC Password
Who manages your IT issues such as email support or server access for your current website?
IT Contact Name
IT Contact Company
IT Contact Phone
IT Contact Email
Website Last Updated
Approximately when was your website last updated?
Who will be responsible for maintaining website
Who will be responsible for maintaining your website, if not Roundpeg?
Your website is a living, breathing entity. Just like any other ever-changing entity, it needs ongoing tender loving care and support to make sure it is running as smooth as can be.

In the case of your website, this means regularly updating the operating system, theme, and any plugins installed to manage unique features of the site. Keeping your website running with the latest version of the software provides the highest level of protection against hacks or system malfunctions.

If the process seems a little overwhelming or you just don’t have time to do it yourself, we can help with that too! We offer service packages to keep your site running like a well-oiled machine. LEARN MORE

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Marketing Tools: Email & Social Media
Email Marketing Tools?
Do you use an email marketing tool? (Constant Contact, MailChimp)
- yes
- no
Email Marketing Tool
Email Tool Username
Email Tool Password
Current List Size
Frequency of Emails
Interested in Landing Pages?
Are you interested in creating landing pages to expand your list?
- yes
- no
Blogging?
Are you blogging?
- Several times a week
- Several times a month
- Occasionally
- Not interested in blogging
Social Media

We want to include links to your social media platforms. Please provide links to your profile.
Facebook Link
Pintrest Link
LinkedIn Link
YouTube Link
Twitter Link
Vimeo Link
Google My Business Link
Instagram Link
Other Link(s)

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Third Party Software
External Services for Website
Is your site connected to external services such as: client portal, employee resources, payment gateways, or password-protected libraries?
Contact information for third party software:
Name
Phone
Email
Accept payments on website?
Do you intend to process payments on your website?
selling goods, accepting donations, etc?
- yes
- no
Roundpeg set up payment processer?
Do you need Roundpeg to set it up?
- yes
- no
Payment Platform
What platform do you intend to use to process payments?
- Paypal
- Stripe
- Square
- Custom Bank
- Other
Other Payment Platform

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let’s get started

Step 1 of 6

Company

Mailing Address

Branding

Brand File Checklist

Web Domain / Hosting

Analytics / Support

Marketing Tools: Email & Social Media

Social Media

Third Party Software

questions for us?