This form captures your foundational business data—contact info, company details, URLs, social handles. Everything we need on file to make the Codex system work.
Every piece of content we create pulls from this data. Your business name appears 47 times on your homepage alone. Get it wrong here, it's wrong everywhere. This is the foundation. Foundation enables execution.
I know this feels basic. It's not. The way you describe your company, the social accounts you prioritize, the URLs you give us—it all signals what matters to you. Be thorough. Be accurate. We're building a system that serves you for years.
This data populates into every StoryBrand page, every service breakdown, every local SEO page. When we run the Codex, these merge fields auto-populate your messaging. You do this once correctly, it scales forever.
Fill out the GHL form. It saves directly to your contact record. Don't email me this information. Don't Slack it. Use the form so it's in the system where we can actually use it.
Yes, we'll walk through this together on our kickoff call. But if you can knock out even 80% of this before we talk, our discussion becomes strategic instead of data entry. That's the difference between a great kickoff and a wasted hour.
This is where we go deeper. Your basic site got you started. This process builds the complete value story—context, trust, positioning, differentiation. This is how you compete on value instead of price.
I'll walk you through every workshop. I'll pull insights out of you that you didn't know you had. But I can't do this FOR you. You've run this business for years. You know things I'll never know. Pour that knowledge into these forms.
What we need: Legal business name, DBA if different, primary phone, primary email, physical address.
Why it matters: This is what appears in Google Business Profile, schema markup, NAP citations. Consistency across every platform determines local SEO rankings.
Contractor example: "Apex Construction LLC" (legal) doing business as "Apex Design + Build" (DBA). Don't give us three different versions.
Accountant example: "Smith & Associates CPA" with virtual office address or home office—we need the truth, not what looks impressive.
What we need: Your current website address. Exact URL, with https://
Why it matters: We're analyzing your current messaging, pulling service descriptions, understanding what already exists.
Don't say: "We're redesigning it." Give us what's live now.
What we need: Facebook, Instagram, LinkedIn, YouTube—full URLs to your business pages.
Why it matters: We're integrating these into your website, analyzing your content history, understanding your brand voice.
Contractor example: Facebook business page (not your personal profile), Instagram with project photos, YouTube if you're filming.
Accountant example: LinkedIn company page (not just your personal profile), Facebook if you're posting tax tips, YouTube for educational content.
Pro tip: If you have a dead social account with 47 followers from 2019, don't list it. Only give us channels you're actually using or planning to use.
What we need: The link to your Google Business Profile (formerly Google My Business).
Why it matters: This is your most important local SEO asset. We're checking your categories, services listed, review count, photo quality.
How to find it: Google your business name + city. Your business card should show up on the right. Click it, grab the URL.
If you don't have one: Tell us. We'll help you set it up or fix the disaster you've been ignoring.
What we need: Links to Dropbox, Google Drive, or wherever your logo files live. Vector files (AI, EPS, SVG) preferred. High-res PNG minimum.
Why it matters: We're building your website, creating social graphics, designing ads. If all you have is a pixelated JPG you pulled off your business card, we need to know now.
What we're looking for: Multiple file formats, transparent backgrounds, color variations (full color, white, black).
What we need: Names, roles, emails for people we'll be working with or featuring in content.
Why it matters: If you're a design-build contractor, we need to know who's the designer, who's the builder, who's the client-facing person. If you're an accounting firm, who's the tax partner, who's the advisory specialist, who's running outsourced CFO services.
Contractor example: "Mike Johnson - Owner/Lead Designer, Sarah Chen - Project Manager, Dave Martinez - Production Manager"
Accountant example: "Jennifer Smith CPA - Managing Partner, Tom Williams - Tax Director, Lisa Anderson - Outsourced Accounting Lead"
This isn't paperwork. This is the infrastructure that makes everything else work. Do it right, do it once, and we build your entire marketing system on top of it.
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