Intake Form - Digital Audits | 2 Fish Company, LLC

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Contact Name *

First

Last

Contact Email *

Business Name

Business Website URL

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Website Access

I will provide website login details by: *

Entering my login details here.
Uploading a document/screenshot.
Sending this information to you separately.

WordPress Admin URL

WordPress Username

WordPress Password

WordPress Password Preference

I will send my password separately.

WordPress Login File(s)

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Accepted file types: PDF, Word, JPG, PNG, EPS, HEIC, and AI. You can upload screenshots from your phone if that’s easiest.

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Hosting Access

I will provide hosting login details by: *

Entering my login details here.
Uploading a document/screenshot.
Sending this information to you separately.

Hosting Platform URL

If unsure about the specific URL, you can just enter the name of your hosting provider!

Hosting Username

Hosting Password

Hosting Password Preference

I will send my password separately.

Hosting Login File(s)

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Accepted file types: PDF, Word, JPG, PNG, EPS, HEIC, and AI. You can upload screenshots from your phone if that’s easiest.

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Google Tools

Do you have GA4 (Google Analytics)? *

Yes
No
Not Sure

If you’re not sure whether you have GA4 or where it lives, choose “Not sure” and upload any screenshots you can. We’ll take it from there.

GA4 Account Email

I will add [email protected] as an:

Admin
Editor
I need assistance with this!

Upload GA4 login information (if needed):

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Accepted file types: PDF, Word, JPG, PNG, EPS, HEIC, and AI. You can upload screenshots from your phone if that’s easiest.

Is Google Search Console set up for your website? *

Yes
No
Not Sure

Google Search Console Account Email

I will add [email protected] as a:

Verified Owner
Delegate
I need assistance with this!

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Social Accounts

Facebook Page URL *

Have you invited [email protected] to your Facebook Business Manager account?

Yes
Not yet
I’m not sure how to do this

Go to business.facebook.com/settings
In the left menu, click People and then Add.
Enter [email protected] and choose Admin access (recommended) or Employee access.
Select the assets to share (your Facebook Page, Instagram Account, and Ad Account, if applicable).
Click Invite.

Once you’ve done this, please let us know below or upload a screenshot if that’s easier.

Have you invited [email protected] to your Meta Ads account?

Yes
Not yet
I’m not sure how to do this

Go to your Business Settings at business.facebook.com/settings/ad-accounts.
Select your Ad Account.
Click Add People, enter [email protected], and choose Admin access (recommended).
Save your changes.

If you’re not sure where to find your Ad Account, just choose “Need help” below and we’ll walk you through it.

Google Business Page URL *

Have you invited [email protected] to your GBP account?

Yes
Not Yet
I’m not sure how to do this

Go to https://business.google.com/ and select your business.
Click Business Profile Settings → People & Access.
Click Add and enter [email protected].
Select Manager as the role and send the invitation.

You can also paste your Google Business Profile link below to help us confirm everything is connected correctly.

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Assets

Upload your logo file(s)

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Please provide any logo files you have! Vector (EPS, AI, PDF) files are most helpful, but JPG and PNG also work great. You can upload screenshots from your phone if that’s easiest.

Upload any recent photos

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Accepted file types: PDF, Word, JPG, PNG, EPS, HEIC, and AI. You can upload screenshots from your phone if that’s easiest.

Upload any relevant brand assets (such as menus, signage, business cards, etc)

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Accepted file types: PDF, Word, JPG, PNG, EPS, HEIC, and AI. You can upload screenshots from your phone if that’s easiest.

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Quick Priorities

What are your top 2-3 priorities for the next 90 days? *

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Anything Else?

Pleas enter any notes, questions, or anything else you'd like us to lok at during the digital audit!

Confirmation *

I confirm the information provided is accurate to the best of my knowledge.

Preference Business What

Digital Audit

This form helps us gather the access and context we need to complete your Website Audit and Digital Marketing Strategy plan. It should take about 10 minutes, and you can upload documents or screenshots instead of typing details if that’s easier.

Website Access

Hosting Access

Google Tools

Social Accounts

Assets

Quick Priorities

Anything Else?