Before you start...

Estimated Time to Complete: 15 - 20 minutes

Please take a moment to gather the necessary information before starting. Below is an outline of what the form will ask for, along with details on the information you should prepare in advance:

Personal Information: Full name, address, contact details

Business Details: Business name, contact information, website URL, License #

Community Information: Services offered, history, description, logos

Preferences: Branding & design, color scheme, photos

Implementation: Domain access & going-live details

Please note: This form needs to be completed in one session as it cannot be saved midway through. Ensure you have all the required information at hand before starting.

Please Note: Only information submitted in this Onboarding Form will be used for your new site. Please include all information you want on your new site below.

Your Contact Info (just for our records)

Full Name *

Your Email *

Do you have one community or multiple communities that you want to showcase on your website? *

One community

Multiple communities

Community Contact Info

This information will be used on your website to fill out any contact information sections.

Community Name *

Community Address *

Primary Community Email *

Primary Community Phone Number *

Community Contact Info

To make sure all your communities are displayed on your new website, please provide information for each one you'd like to showcase. In each question field, just press the "Enter" or "Return" key to add extra details on a new line, keeping them separate for each community.

Community Names *

Community Addresses *

Primary Community Emails *

Primary Community Phone Numbers *

General Community Info

License # (RCFE number, Assisted Living License Number...) *

What services does your community/communities provide? *

Opening Date

How many total residents have you served? Feel free to estimate. *

How many total rooms does your community/communities have? *

Please include links to all the social media pages you have: *

Technical Info

Do you want us to use any content (text, images, etc) from your existing website on your new website? *

Yes

No

Branding & Design Info

Upload community logo(s) that we can use on your website below: *

Are the colors used in your logo(s) above the same colors we should use for your website? *

Yes

No

If not, please describe your desired website color scheme (you can include examples below, or include Hex numbers)

Optional: Insert examples of your desired website color scheme *

If there's a slogan you want used, write it here:

What We Need From You

Please send ConversionFormula access to the domain to be used for your new website by adding this email as a domain User/Delegate Access User: [email protected] *

Done

🔗 How to Send Domain Access

Please upload as many photos & videos as possible that we can use on your website. If insufficient photos are provided, we'll use stock photos. *

Please include links to where we can access content that can be used for all your pages (Home, Service, About Us, etc). If insufficient content is provided, we'll use stock content (Google Drive/Dropbox/Website links all accepted) *

Comments or Additional Information You'd Like to Share:

❗ Email Service Notice ❗

Please be aware that if your business email is connected to your current website host, switching to our Optimized Website service might affect your email. For instance, if your website and email are both hosted with GoDaddy, your email service could be disrupted when we publish your new Optimized Website.

However, this wouldn't be an issue if, for example, your website is hosted on GoDaddy, but your email is through Google Workspace.

This doesn't typically occur but is a possibility depending on how your systems were set up. To avoid this and ensure your email stays active during the transition, we suggest speaking with your current host or setting up a new email service provider. If you have any concerns, let us know. We're here to help!

I understand the need to verify my business email settings to ensure continuous uptime as I begin working with ConversionFormula.