Web Assessment Intake - Get to know Berry Interesting

Hello! We’re so glad to be partnering with you on a website assessment. This assessment is not the end-all, be-all of the work that’s necessary to keep your site running well and fully serving your needs; rather, it is meant to firmly establish where you should begin when transforming your site into a tool that fully supports your marketing and sales efforts.

Before we dive into our assessment, we need some information from you to support our work. Reference this document for a list of specifics you should gather before you tackle this form.

Please fill in the form below as comprehensively as you can.

Not all fields are required; this is meant to give you an opportunity to make the assessment – and any work that is done afterwards as a result – run as smoothly and efficiently as possible.

If you have any questions or concerns, don’t hesitate to reach out to us at support@berry-interesting.com, and we’ll get back to you ASAP.

Now – onward to the form!

The Basics

Your name*

Your company's name*

Your company's domain name / URL*

In your own words, why you want – or think you need – a site assessment. What is your goal in assessing your site?*

What is the biggest pain point you feel when using your site?*

Who is currently involved in ongoing work on and decision-making about your website?

This might include copywriters, marketing strategists, graphic designers, IT consultants, or implementation specialists. Enter additional stakeholders by clicking the plus sign on the right of the field.

Name

Title

Tools & Technology

What is your current approach to site maintenance (such as software updates, review of sensitive pages, form testing)?

What is the most important page on your site?*

Feel free to include more than one page. This might be the most-visited page on your site, or it might be the page that you share with others most often.

Page URL

What do you wish your site would do for you – or do a better job of – when it comes to supporting your business operations?

Are there any issues you already know of?

This will help us to either dive deeper into those issues, or to not spend time on them during our assessment.

Do you use a site analytics tool, like Google Analytics? If so, what's the name of that tool, and what do you use it for?

Is your site already connected to Google Search Console, or another search presentation monitoring tool?

Do you use any SEO tools, such as Yoast, Rankmath, or Moz?

SEO tool

Do you have an up-to-date sitemap? If so, share a link with us here.

Behind-the-scenes access

Upload a logins file (optional)

If you already have this stored in a spreadsheet or other format, feel free to upload it here and forego filling in the fields below.

Accepted file types: pdf, xls, xlsx, doc, docx, csv, Max. file size: 49 MB.

Your Domain Registrar

Login URL

Username

Password

Your DNS management tool
This might be a unique tool, like Cloudflare; a 3rd party manager, like a managed IT department; or it might be a part of the service provided by your domain registrar

Login URL

Username

Password

Your webhosting company

Login URL

Username

Password

Your CMS/dashboard/back-end credentials
For example: if you use WordPress, this would be “WP Admin” login; if you use Squarespace, this would be your account or config access credentials

Login URL

Username

Password

Your webserver’s SFTP or FTP credentials

Server Address

Username

Password

Port

The name of your theme (if applicable)

If you use WordPress, Squarespace, or any platform that offers up various default design options, share the name of the theme or design set here.

Active Software Licenses

Software Name	Login URL	Username	Actions

There are no Software Licenses.

Marketing-specific resources

Your social media accounts

Social channel profile URL

Your email marketing software

Software Name

Login URL

Username

Password

Internally-used Tools & Web Apps

This is a very open-ended question, because every business has a different “tech stack”. Any information you provide below will enable us to access the tool, if necessary, but most importantly, it will give us context for your website & marketing operations and allow us to provide targeted advice during the assessment. Examples of items to include here are: cloud graphic design (like Canva); stock photo sites (like shutterstock); online booking software (like Calendly)

Tool/App Name	Reason For Use	Login URL	Actions

There are no Tools/Web Apps.

Brands Standards and Resources

If you have clearly defined brand standards and assets, share them with us now.

Upload files (optional)

If you already have this stored in a .pdf or other format, feel free to upload it here and forego filling in the fields below.

Accepted file types: jpg, png, pdf, xls, xlsx, doc, docx, Max. file size: 49 MB.

Share a link (optional)

If you have your brand standards and assets available in the cloud (say, on Google Drive, Box, or DropBox), share the access info here.

If neither of the above options worked for you, fill in the fields below to the best of your ability.

Your logo (an .eps file is ideal)

Accepted file types: jpg, png, pdf, eps, ai, Max. file size: 49 MB.

Your brand colors

Enter hexadecimal, CMYK, RBG, or PMS values

Color Label

Color Value

Your brand fonts

Font Name

Where It Should Be Used

Website Assessment Intake

The Basics

Tools & Technology

Behind-the-scenes access

Marketing-specific resources

Brands Standards and Resources