Website Onboarding – BlueCat Platform

Point of Contact

Please provide contact information for the primary person completing onboarding. The BlueCat team will contact you directly. This information will remain private.

First Name

Last Name

What is your email address?

What is the best phone number to reach you?

Business Details

What is the name of your business?

What is your business tagline or slogan? (if any)

Do you have a domain name for your website? If yes, please enter the URL.

What is your domain registrar?

What is your current website platform or hosting provider?

Does your business employ more than 15 people?

Web accessibility standards are stricter for businesses above this benchmark.

Website Features

Websites have many features and benefits — and yours will be built for maximum impact! That said, do you have any specific goals for your new website?

Are there certain features of your existing website that you'd like to retain?

What key aspects of your business would you like to highlight?

Consider what makes your business stand out, such as new technologies, competitive pricing, exceptional quality, specialized expertise, years of experience, outstanding customer service, strong local reputation, personalized offerings, excellent reviews, or satisfaction guarantees.

Pages

Your website will include at minimum the following pages: Home, About, Services, Contact, Privacy Policy, Accessibility Statement, Terms of Use, Sitemap, and a 404 page. Additional pages are added automatically based on your business structure and content provided. You will have final approval over the sitemap for your website.

Is ‘About Us’ content available on your current website?

Yes, the content is on my current website No, I’ll provide the content No, I won't have this on my website

Are team member photos, bios, awards, and certifications (highly recommended) available on your current site?

Yes, the content is on my current website No, I’ll provide the content No, team members won't be featured on my website

Regarding your Contact Page, please choose one of the following:

We do not add forms which only store submissions in the website.

I want an embedded form connected to third-party software I’m using I want to feature my business email link (opens visitor’s email messenger) I only want general contact information on this page

Are there any other pages, sections, or layout preferences you would like to mention here?

Webpages and layout are subject to change based on content provided.

Brand Assets

Do you have a logo you would like us to use on your website?

Yes, it's on my existing website Yes, I have a high-resolution image(s) I'd like to use No, I don't have a logo

If you have brand colors, please list them by name or hex code.

Alternatively, you may reference a graphic or web page URL that showcases your color palette.

If you use specific fonts as part of your branding, please list them below.

Are there any additional brand elements you’d like featured?

This can include imagery, icons, patterns, or other design elements you may have.

Media

Are the images you want included available on your current website?

We strongly recommend photos of your building, interior, team members, and any branded visuals.

Yes No Partially

Are the videos you want included available on your current website?

Yes No Partially We don't use videos

Website Design

Please describe any design ideas or preferences you have for your website.

If none are provided, our designers will work from your brand elements, business details, and content.

Are there any websites you admire or want us to use as design inspiration?

Please include URLs and describe what you like about each one.

Trust & Social Proof

Please list any business credentials, certifications, awards, or partnerships.

We will source the corresponding graphics. Please note, this is separate from individual certifications and achievements of team members.

Has your business been featured in any media or publications?

If so, please provide details and include URLs if available.

Please provide links to any company profiles where customers have left reviews.

This might include Nextdoor, Google Business, Trustpilot, Yelp, Facebook Reviews, BBB, etc.

Do you have testimonials you’d like to feature on your website?

Yes, they are all on my existing site Yes, I can provide this content No

Please provide the URLs for any of your business social media accounts.

Services

Are the complete services your business offers listed on your current website?

Yes No, I’ll provide this content

Are there specific services, products, or offerings you want highlighted?

Do you have any promotions, introductory offers, or first-time-customer deals?

Policies

Are all customer resources currently available on your existing website?

Yes No, I’ll provide this content No, we don’t have any

Do you offer any digital forms customers can fill out or submit online?

Yes No, but we'd like this feature No, we don’t use electronic forms

Are policies regarding late arrival, rescheduling, cancellation, no-shows, refunds, and guarantees listed on your current website?

This could include timeframes (incl. grace period), notification method, and any fees.

Yes No, I’ll provide this content No, we don't specify any of these

Location

Do you have more than one physical location?

Yes No

Are your address(es) and hours of operation accurately listed on your current website or Google Business profile(s)?

Yes No, I’ll provide this content

Do you have any special holiday hours? If yes, please list them below.

Appointment Booking

What is your preferred method for clients to book appointments?

If applicable, please provide a link to your online booking software.

If applicable, how is your booking software integrated into your website?

Fully embedded on my website External link to a third-party booking page Not sure

Do you send automated appointment reminders?

Email Text message (SMS) Push notification (via app/software) No reminders sent

Do you require a first-time customer deposit at booking?

A deposit is required Full payment is required No

Do you require payment before every appointment?

Yes, full payment required Deposit only at booking No, payment is collected after the appointment

How can clients pay for appointments?

Select all that apply.

Is there anything else we should know about your booking process?

Contact Information

Is the primary phone number for your location(s) available on your current website or Google Business profile?

Does your primary phone number accept text messages?

Please list any additional ways customers can contact you (e.g., third-party apps or a texting-only phone number).

Do you have a business email address for general inquiries? If yes, please enter it below.

Do you have any communication preferences or special instructions for customers?

Additional Information

Before completing onboarding, is there any additional information or considerations about your website or the onboarding process that might be helpful for us to know?