Client Audit Intake - CorpoRobotics

Client Intake and Tech Audit Form

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The Basics

Business Name *

Business Location *

Business Service Area *

Your Name *

Your Number *

Your Email *

Business Phone Number

Who answers the Business phone, and when? What happens after hours?

Website Address

Who controls the website today — you, an employee, or an outside web person? Can you log in?

Google Services

Google account email used for the business

Do you have a Google Business Profile? Can you edit it? *

Have you ever run Google Ads? *

Social Media

Business accounts/pages are required for X, Facebook and Instagram, make sure you're not using a personal page or account.

Does the company have an Facebook Business Page? Page name if known

Does the company have an Instagram Business Account? Account name if known

Does the company have an X (Twitter) Business Account? Account name if known

Does the company have a LinkedIn Account? Account name if known

Email and Contact List

Do you send email to customers today? With what? *

Any booking, invoicing, or customer software (CRM)? (Jobber, Square, Toast…) Name it

Where do your customer names/emails live right now?

Other Info

Your 3–5 main competitors' websites (just the addresses)

Anything broken, half-finished, or puzzling about your online presence we should know about?

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