SEO Intake Form

For Software Companies

Name*
First Last
Name of your company*
Software Category*
Your Contact Number if we have further questions*
Your best contact email for us*
Your Company Role
How long have you been in business?
Why is your team uniquely suited to build this company?
Please be specific about relevant industry knowledge, technical expertise, business/entrepreneurial experience, key leadership positions, educational background etc.
How many people does your company employ?
- 1-5
- 6-10
- 11-20
- 21-50
- 51-100
- 101+
How can we log in to make changes to your website if necessary? (URL, username/or email & password)
Please provide any team photos that present a more personal side of your establishment. Tips: Show something less formal to humanize your business, show yourself and any staff to highlight your personalities
Drop files here or

Max. file size: 128 MB.
Take a 2-minute video of your product functioning. This can be done from a screenshare or a cellphone camera. A simple video as proof that your product works.
Do you have screenshots of the software backend? Please attach any photos of the software you can here.
Drop files here or

Max. file size: 128 MB.
Does this software offer multi-user capability (e.g. teams)?
- Yes
- No
- In Progress
Does your software offer guides and/or tutorials?
- Yes
- No
- In Progress
Do you have an active chat/support feature on your website?*
- Yes
- No
- Open to the idea
Product Support Hours
What are some applications this service is commonly used in tandem with?
Does this service integrate with any other apps?
Do you offer an API?
- First Choice
- Second Choice
- Third Choice
Please tell us a bit about your business if we were someone who had never heard about you before*
What are all the services/packages/pricing levels that your software provides? (pricing model)
Of those tiers, which is the most profitable/which one do you want people to sign up for the most?
Do you provide discount codes?
Please summarize your market traction (Do you have beta users, key product metrics, LOIs, or pre-orders, etc.? Please share numbers whenever possible)
Is your product proprietary?
- Yes
- No
Do you hold a patent for your software?
- Yes
- No
Who is your target audience?
What is the primary use case you're solving for?
Why will you win amongst your competition?
What is your brands specific value proposition?
What values and beliefs define your brand?
What marketing efforts are currently working well?
How would you want someone to describe your blog to a friend or colleague?
What value do you want to add to someone who consumes your content?
What rising trends in your industry can you become a leading authority in?
What emotions or feelings do you want to create in your website?
List products, services, FAQs or relevant information that you think is missing or could be expanded upon on your website
Is there anything you do not want us to mention or talk about?
How do prospects currently find your company?
How many leads / signups / sales are you currently receiving on a weekly/monthly basis, and what would you like to achieve?
Do you have any specific marketing goals for the quarter?
How would you define success for this campaign three months down the road?
How would you define success for this campaign six months down the road?
How would you define success for this campaign one year down the road?
What are your biggest marketing challenges?
Do you know how much money your website is currently bringing in on a monthly basis?
What metrics are you currently tracking on your website?
What Google Accounts do you have?
If you answered "other" to the previous question, please specify
Please add us as an admin on the Google Accounts you have.
- Complete
Add: [email protected] (Instructions: https://support.google.com/analytics/answer/1009702?hl=en)
Have you done SEO yourself or have you hired an SEO agency previously for this project?
If you answered "Other" to the previous question, please specify:
Do you know what websites you are mentioned on or have links from such as your local Chamber of Commerce, any news/media sites, etc.?
What is the average monetary value of a new client?
Types of accepted payments
Do you have any awards or certifications?
Are you a part of any professional associations related to your software?
Do you have any company videos? (If yes, please provide link below)
Who are your top 3-6 competitors?
What are some examples of keywords you want to be found for?
What calls to action, or steps do you want visitors to take next? (Ex. Schedule Your Free Consultation, Sign Up, Sign up For a Free Trial, etc.)
What are your most distinguishing characteristics/ what makes your software really stand out from the rest?
What are your future plans in terms of making an impact in your market?
What are milestones you've achieved?
Linkedin Company page
Company Facebook page
Company Twitter page
Company Instagram page
Company Pinterest page
Will there be another third party working on your marketing with Direction?
If you answered "Other" to the previous question, please specify who they are and what they do:
Please include any Attachments/PDF's you think would be helpful for us to better understand your company
Drop files here or

Max. file size: 128 MB.
Is there anything else you would you like us to know before we get started?
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