📋 Collect this on the call when they say yes, or immediately after via the Google Form / onboarding form. Don't leave a close without at least getting the basics.
🏢 Business Info
Service area or address
City/zip they serve, or physical address
What services they offer
Ask them to list 3–5
License / certifications
Plumbing, HVAC, contractor, etc.
👤 Owner Info
Best email address
For billing and welcome email
Owner's cell (if different from business)
🖼️ Assets (Get Later — Not Urgently)
Logo file
PNG preferred, any format ok
Photos of their work
Text or email to support@gatewaydigitalmanagement.com
Photo of the owner (optional but great)
Any testimonials or review highlights
🌐 Digital Accounts (Small Business & Growth Only)
Google account email
For GBP manager invite
Facebook page URL or name
Existing website URL (if any)
💳 Plan Confirmed
Plan selected
Solo $79 / Small Business $149 / Growth $299
Payment confirmed via Stripe
✅ Once you have the basics, send the welcome email immediately. You can collect photos and assets in the days after — don't hold up the welcome email waiting for everything.
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