Strategic Web Group - Client Acceptance Form
Current Reputation Score
This is:-*
- First On-boarding Training
- Second Follow-up Training
Service Signed For (as per client agreement):*
- Gold
- Silver
- Bronze
- Premium Gold (Single Page Multi-Location)
- Single SILVER CRM with multiple pages.
- Single GOLD CRM with multiple pages.
Please let us know what you want to achieve from our Reputation Marketing Services, so we can come up with a strategy for you. (Choose all that applies).
- More Positive Online Ratings
- Protect Your Hard-Earned Reputation
- Visibility Of Your Reputation
STEPS
2a. GOLD Package Only: Please confirm if SWS to manually reply Google only ‘thank-you’ for NEW ongoing positive reviews OR you (client) wants to do so personally?*
- Yes (Gold Package Only) - Please note we can only do after we get your Google Business access.
- No – client wants to reply themselves
- Not Applicable - Silver or Bronze Package
b. Name, Address & Phone Number should be identical across the various platforms especially Google and Facebook. At this point it would be a good idea to do that and update description on your Google Maps. Done?
- Yes
- No
3a. SILVER/GOLD Package: Which review images do you want us to use? Refer document 2 folder #2*
- SWS Stock Images + Quote/Basic Style
- Custom Images Provided by You + Quote/Basic Style
- Only Quote/Basic without review images
- Not Applicable - Bronze Package
3b. Please choose how often you want us to market the reviews to your relevant social media sites?*
- Once a day
- Once every 3 days (current default option)
- Once every week
- Not Applicable - Bronze Package
4a. GOLD Package Only: Facebook (please make Aarti Raicha the ADMIN of your Facebook (not Editor) Please note that it should be Aarti Raicha with SWS logo.
- YES done
- To be done later
- Facebook review image marketing not required
- Not Applicable - Silver OR Bronze Package
Enter Twitter details below
Enter IG details below. Please make sure it's a business account and connected to Facebook page. If not we can guide you as only the owner of the Facebook page can connect IG.
5a. FOR GOLD. Please connect your social media accounts as specified below as applicable, via the direct connection link that is in the 'Tasks to do' document
- Done now?
- To do later
- Not Applicable for Silver/Bronze
5b. FOR SILVER/GOLD Package: Dear client. Please note that some of the social media sites could lose their connection to our backend server (outside SWS control). e.g. if you change the pw, etc. If you find your reviews have stopped being marketed anytime in future to your social media accounts, simply click on the social media connection link to reconnect them. Please confirm this is understood:
- Yes I understand that if reviews stopped marketing I will reconnect through the link.
- No
- Not Applicable - Bronze Package
5c. FOR SILVER/GOLD Package: Reviews marketed are based on how they are sent to CRM via the platform where the review is. Hence for any spelling errors/special character issues on review images marketed this would be how it's sent to our CRM. So if you want any amended/deleted please do so and advise us. Kindly confirm this has been understood.
- Yes I understand
- Not Applicable - Bronze Package
5d. FOR SILVER/GOLD Package: 4 and 5 Star reviews get auto marketed to Google/Social Sites by our system. Any 4 or 5 Star review you don't wish marketed you would need to notify us to remove from our back end server. If any have gone live they can be deleted at a later stage.
- Yes I understand
- Not Applicable - Bronze Package
6) Next open the folder 1 and go through the 'Review collection options' and ‘Links for reputation service'
DoneWill do later
Dear client, all you need to do is collect reviews; all rest of work done by SWS team
7a. Understood how to collect Feedback and that you need to educate your clients that it's a 2-step process. Reviews will go live when if the positive feedback is posted by them.
- Yes
- No
7b. Do you want to collect your clients/customers phone numbers and addresses on your feedback pages? This information will be below the email field. If we include it, be advised that those fields will be required for the form to be submitted.
- Select
- Phone Number
- Address
- Phone Number + Address
- None
8a. Which of the below do you plan to use for collecting feedback as the MAIN default option? You can use more than one option if you wish
- Silver/ Gold Package Only:- Direct Review Page; I understand for reviews to go live client has to post on the directory once it opens.
- Full Feedback Page ; I understand for reviews to go live client has to choose directory on page 2 and post
- Silver/ Gold Package Only: Yes/No Page if required specify below. I understand for reviews to go live client has to choose directory on page 2 to post
8b. Above page chosen should go direct to a single directory OR do you wish option where your client/reviewer can be given choice of multiple directories?
- Single Directory
- Multiple Directories
8d. The QR code should be linked to which of the below pages? (Currently it's to Direct Review Page for Silver and GOLD Clients)
- Direct Review Page
- Changed to Full Feedback Page
- Changed to Yes/No Page (for Silver and Gold Clients)
8e. Do you want us to make a sign-in page as an option of collecting feedback?
- Yes - only sign-in via email
- Yes - via Twilio
- No; I don't require a sign-in page
8f. Do you want to have a custom thank-you/apology video on page 2 of the feedback page or Yes/No Page?
- Yes - I will send you a short few seconds landscape video(s). Meanwhile I will collect reviews without the video.
- No. I don't need
8g. The review pop-up on your website. Do you wish to have on right side or left side?
- Right Side - code given is programmed on right.
- Left Side - code is same. SWS will make changes internally