Client Asset Request

BASIC COMPANY INFO

Company Name:*

Business Owner Name (First & Last)*

Does your company currently have a business phone number that people can call?*

Yes

No

What is your business phone number?*

Does your company currently have a website?*

Yes

No

Website URL*

Main Business Address*

This cannot be a PO Box and needs to be a location that you can receive mail at. If this is not a public location, the address can be hidden and just the city and zip code will be visible on business listings and social.

Street Address Address Line 2 City State ZIP Code

Do customers visit you at your Main Business Address?*

Yes

No

Can your Main Business Address be displayed publicly on business listings and social media?*

Yes

No

Does your business have a separate mailing address?*

Yes

No

Business Mailing Address*

Street Address Address Line 2 City State ZIP Code

Does your business have additional physical locations or addresses?*

Yes

No

Please provide the addresses for all other relevant locations.*

What addresses should be listed on your website? (Select all that apply)*

Best Email for Customer Inquiries*

(Example: info@domain.com)

Business Hours*

If your company does not have set "business hours," please detail the ideal hours for customer communication.

WEBSITE

Please provide the platform name, login email, and password for your WEB BUILDER.*

Common web builder platforms include WordPress, Wix, Squarespace, Shopify, etc.

Please provide the platform name, login email, and password for your WEB HOSTING PLATFORM.*

Common web hosting platforms include GoDaddy, Cloudways, BlueHost, etc.

Please provide the platform name, login email, and password for your DOMAIN HOSTING.*

Common domain hosting platforms include GoDaddy, HostGator, BlueHost, etc.

Do you own any domains (relevant to this business) other than your main website URL?*

Yes

No

Please list all other relevant domains that you own.*

List any other web-related logins here (if any).

PRODUCTS, SERVICES, & DONATIONS

Which of the following best describes your product / service offering? (Select all that apply)*

MANUFACTURING

Do you use a third-party for product manufacturing or labeling?*

Yes

No

Please list the names and websites of any manufacturers you use.*

Please provide the names and emails of your points-of-contact for each of the above manufacturers.*

NONPROFITS

If you have a donation platform (Fundly, PayPal, Kindful, etc.), please provide Kevin Abrams (kevin@catalystmomentum.com) with admin access.*

If you're not sure how, try Googling "how to provide admin access" along with the platform name.

I have provided Kevin with admin access

I was not able to provide access & need help doing this

I would prefer to to provide the email and password to log in

We do not have a donation platform

Please provide the platform name, email, and password for your donation platform.*

If you have an event ticketing platform for fundraising events (EventBrite, GiveLively, TicketStripe, etc.), please provide Kevin Abrams (kevin@catalystmomentum.com) with admin access.*

If you're not sure how, try Googling "how to provide admin access" along with the platform name.

I have provided Kevin with admin access

I was not able to provide access & need help doing this

I would prefer to to provide the email and password to log in

We do not have an event ticketing platform

Please provide the platform name, email, and password for your event ticketing platform.*

List any other donation-based platform logins here (if any).

OTHER LOGINS / ASSETS

If there are any other logins we missed that you want to provide us with, please list them here.

If there's anything else we've missed or comments that you'd like to add, please include them here.*

Let's get this show on the road.

BASIC COMPANY INFO

BRANDING & CREATIVES

ADVERTISING

WEBSITE

SOCIAL MEDIA

BUSINESS LISTINGS

PRODUCTS, SERVICES, & DONATIONS

PRODUCTS

MANUFACTURING

SERVICES

E-COMMERCE

NONPROFITS

OTHER LOGINS / ASSETS

Get In Touch!

Resources

About Catalyst Momentum Marketing Group