Getting set up
What we need from you
The questions we ask at the start and the data pack that lets us build your website and marketing quickly.
The faster we have this, the faster we deliver. Share whatever you already have in whatever form it is in: a brochure, a price list, a folder of photos, a link to the old site. We fill the gaps and shape it. Nothing here needs to be polished.
The six opening questions
Your Growth Partner asks these first, usually on the kickoff call or by email.
- Do you have a website for this business? If so, what are the URLs?
- What is your main goal for the website? For example: more bookings, landing pages for ads, selling products.
- A brief description of your business: who you are, how you got started, and what you stand for. A couple of lines is fine.
- Do you like the current design of your website? If not, what would you change? A link to any site whose design you like is helpful.
- Do you have a media kit or brand guidelines? Logos, photos, and other files can go in the shared folder your Growth Partner sends.
- Anything else we should be mindful of while creating your new website?
The data pack
Everything below feeds the website, your Google Business Profile, your social profiles, and the AI agents that answer customers. Share what you have; skip what you do not.
Business basics
| What we need | Notes |
|---|---|
| Legal business name | As it appears on official documents |
| Trading name or DBA | The name customers know, if different |
| Tagline | A short phrase that captures what you do, or aspire to |
| Mission statement | Why the business exists, in your own words; a rough draft is fine |
| Vision statement | Where you want the business to be in 3 to 5 years |
| Business description | A paragraph or two: history, what sets you apart, what you are proud of |
| Year founded | |
| Number of locations |
Team and key people
For each person to be featured on the website or in communications:
| What we need | Notes |
|---|---|
| Full name | |
| Title or role | |
| Professional headshot | High resolution, good lighting, clean background preferred |
| Short bio (2 to 4 sentences) | Background, expertise, what they love about the work |
| Fun fact or personal note | Optional; something that makes them human |
| Credentials or certifications | Licenses, qualifications, awards worth featuring |
Contact and communication
| What we need | Notes |
|---|---|
| Primary business email | The address customers should contact you at |
| Customer-facing phone number | |
| After-hours or emergency contact | If applicable |
| WhatsApp number | If used for business |
| Preferred contact method for customers | Phone, email, web form, WhatsApp |
| Business hours | Per day; per location if you have more than one |
Social media
Profile URLs or handles for Facebook, Instagram, LinkedIn, TikTok, YouTube, and anything else you use.
Services
For each service. If you have an existing menu, brochure, or price sheet, share that instead.
| What we need | Notes |
|---|---|
| Service name | |
| Short description (1 to 3 sentences) | What it is, who it is for, what makes yours stand out |
| Pricing | Exact prices, ranges, or "contact for quote", whatever you share with customers |
| Duration | If applicable; e.g. 60-minute session, half-day project |
| Prerequisites or restrictions | E.g. consultation required, age restrictions, insurance accepted |
| Photos or media | Before/after, in progress, or finished work |
Existing website and online presence
| What we need | Notes |
|---|---|
| Current website URL | |
| Website or CMS access | WordPress, Squarespace, Wix, and so on, if you want us to pull content |
| Domain registrar | GoDaddy, Namecheap, Cloudflare, and so on. We never ask for your password; see Domain access |
Locations
For each location:
| What we need | Notes |
|---|---|
| Street address, city, state, postal code, country | |
| Directions or landmarks | E.g. "across from the main post office" |
| Parking information | Street, lot, validated |
| Public transit access | If applicable |
| Exterior and interior photos | What customers see when they arrive |
| Google Maps pin or link | Optional; we can generate it |
FAQs
The questions customers ask most, before they book, when they call, or at a first appointment. Common themes: pricing and what is included, how to book, what to bring or prepare, how long things take, cancellation and rescheduling, insurance or payment options, what makes you different, whether you are accepting new customers. Aim for 10 to 20 questions with short, direct answers. They power the website FAQ, your Google Business Profile Q&A, and the AI agent that answers customers.
Photos, videos, and brand assets
| Asset | What to share |
|---|---|
| Logo files | Vector (SVG, AI, EPS) preferred; PNG with transparent background as backup |
| Brand colors | Hex codes if you have them, or a sample |
| Brand fonts | Name or file, if any |
| Business photography | Exterior, interior, team, in action, before/after; as many as you have |
| Service or product photos | Whatever best represents your work |
| Video | Testimonials, walkthroughs, social clips, promos |
| Past marketing materials | Previous ads, flyers, brochures |
| Customer testimonials | Written reviews, video testimonials, notable Google or Yelp quotes |
Business profile links
Google Business Profile, Yelp, your Facebook business page, industry directories, and any press coverage or awards.
Access we may ask for
Depending on your plan, we also ask you to grant Keystone access to a few accounts so the platform can work on your behalf. None of these involve sharing a password.
- Meta (Facebook, Instagram, Meta Ads): Connecting Meta.
- Google Business Profile: your Growth Partner sends a manager invitation to accept.
- Your domain registrar: so we can connect your domain. Domain access.