Visibility Intelligence Assessment™ Intake Form

Visibility Intelligence Assessment™ evaluates your business visibility, digital credibility, brand presence, reputation systems, and growth readiness to identify strategic opportunities for stronger visibility, trust, and scalability.

First Name *

Last Name *

Phone *

Email *

Business Name *

Contact Name *

Legal / Mailing Address *

City *

State *

Postal Code

Primary Service Area or Market You Serve *

Industry *

Are you primarily a product business, a service business, or both? *

Product

Service

Both

Describe your business *

Is your business legally registered with your state? *

Yes

No

What type of entity is your business? *

Do you have your required business documentation in place? *

Yes

No

Do you have an EIN issued by the IRS? *

Yes

No

Do you use a professional email address on your own business domain? *

Yes

No

Do you have active payment systems in place? *

Yes

No

Which payment systems do you use?

Do you have a professionally designed logo used consistently across your platforms? *

Yes

No

Have you established a brand colour palette used across your website, social media, and marketing materials? *

Yes

No

List your brand colours

Upload your logo or brand assets

Do you have a clearly defined mission statement? *

Yes

No

Paste your mission statement

Do you have a vision statement? *

Yes

No

Paste your vision statement

Do you have a professional business description or bio? *

Yes

No

Paste your business bio

Is your branding consistent across all of your digital platforms? *

Yes

No

Have you secured your business name, domain, and social media handles across major platforms? *

Yes

No

What is your website address? *

I have this — link below

I don't have one yet

I have one, need to find the link

What is your website address? (URL)

Do you have admin access to your website? *

Yes

No

Do you capture leads on your website? *

Yes

No

Can customers book or schedule with you directly online?

Yes

No

Can customers purchase directly from your website?

Yes

No

Are your services or products clearly listed on your website? *

Yes

No

Is your city and state displayed on your website? *

Yes

No

Share one competitor website you would like compared to yours

I have this — link below

I don't have one yet

I have one, need to find the link

Share one competitor website you would like compared to yours (URL)

Google Business Profile link *

I have this — link below

I don't have one yet

I have one, need to find the link

Google Business Profile link (URL)

How many Google reviews do you currently have?

Google Maps listing link

I have this — link below

I don't have one yet

I have one, need to find the link

Google Maps listing link (URL)

Yelp business page

I have this — link below

I don't have one yet

I have one, need to find the link

Yelp business page (URL)

Better Business Bureau listing

I have this — link below

I don't have one yet

I have one, need to find the link

Better Business Bureau listing (URL)

Trustpilot profile

I have this — link below

I don't have one yet

I have one, need to find the link

Trustpilot profile (URL)

Dun & Bradstreet listing

I have this — link below

I don't have one yet

I have one, need to find the link

Dun & Bradstreet listing (URL)

Any other review platform where you are listed

Facebook business page

I have this — link below

I don't have one yet

I have one, need to find the link

Facebook business page (URL)

Instagram profile

I have this — link below

I don't have one yet

I have one, need to find the link

Instagram profile (URL)

LinkedIn company page

I have this — link below

I don't have one yet

I have one, need to find the link

LinkedIn company page (URL)

TikTok profile

I have this — link below

I don't have one yet

I have one, need to find the link

TikTok profile (URL)

YouTube channel

I have this — link below

I don't have one yet

I have one, need to find the link

YouTube channel (URL)

X / Twitter profile

I have this — link below

I don't have one yet

I have one, need to find the link

X / Twitter profile (URL)

Pinterest profile

I have this — link below

I don't have one yet

I have one, need to find the link

Pinterest profile (URL)

Any other platform where your business is active

Do you post on social media regularly? *

Yes

No

Has your business been featured in any articles, press releases, or media publications? *

Yes

No

Share links to those features

Do you use a CRM system? *

Yes

No

Which CRM do you use?

Do you use marketing automation? *

Yes

No

Do you collect customer email addresses? *

Yes

No

Do you send email marketing to your list? *

Yes

No

Do you track website visitors? *

Yes

No

Are you using AI tools in your marketing? *

Yes

No

Which AI tools are you using?

Are you currently running paid ads? *

Yes

No

Do customers currently find you through Google search? *

Yes

No

Do you have online reviews? *

Yes

No

What is your approximate annual revenue range? *

What are you currently investing in marketing each month? *

What is your timeline for reaching your growth goals? *

What are your main marketing challenges? *

What are your main business goals for the next 12 months? *

I understand this is a non-refundable $197 assessment fee. Verification work against my website and listing platforms begins on payment. I agree not to initiate chargebacks for approved services, completed work, strategic consulting, setup fees, production, or ongoing management services provided under this Agreement. *

I agree

By submitting this form, you understand that your business will receive a Visibility Intelligence Assessment™ reviewing your online presence, reviews, listings, website, and overall marketing visibility.

I understand

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