Planned Growth Survey - Planned Growth South Florida Web Design, South Florida Digital Marketing Agency, South Florida CRM

* This form collects and stores data to assist Planned Growth in assessing your business marketing, website and/or CRM needs. Your information is private, and will not be shared or sold by Planned Growth. You will be contacted by a Planned Growth sales professional after completing this form.

You may read our Privacy Policy and Terms & Conditions before proceeding.
Privacy Policy and Terms & Conditions Agreement is Required to Proceed*
- I agree with the Planned Growth Privacy Policy and Terms & Conditions

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Organization Information
Today's Date*
Who is your Planned Growth Sales Rep?*
Organization Official Name*
Primary Contact Name*
(Decision Maker / Point of Contact)
First Last
Contact Title
Contact's Email Address*
Enter Email Confirm Email
Contact's Office Phone Number*
Contact's Mobile Phone Number
Contact's Date of Birth
* This is solely for Planned Growth to send the contact a birthday eCard each year. This field is optional.
Organization's Physical Address*
Street Address Address Line 2 City State ZIP Code
Does the Organization have a website?*
- Yes
- No
Please provide the Organization's Website URL*
example: http://myorganization.com

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Tell Us What You Are Looking For
Which Services Are You Interested In?*
- Marketing Services
- Website Development
- CRM

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Basic Company Profile
What Industry is your organization in?*
How many locations do you have?*
Number of Employees*
What is your organization's Annual Revenue?*
Please list the geographical areas your organization serves*
(i.e. Which countries, states, counties or cities)
Describe your organization's Products and/or Services*
Which products or services are purchased the most by consumers?*
What is your top seller?
What is your busy season, and why?*
Fall, Winter, Spring, Summer, certain holidays, start of school season, end of school season, hurricane season, ... please provide as much detail as possible, including which products/services sell the best in which seasons.
Does your organization offer discounts, specials and/or coupons for certain products/services?*
Please be sure to always let Planned Growth know when you run a special, discount or coupon to help boost digital marketing efforts.
- Yes, regularly
- Yes, but not often
- Never
What is the source of the majority of your business?*
Where do you generate the most leads for sales?
- Print Material (flyers, mailers, etc)
- Web Search
- Referrals
- Social Media
- Canvassing
- Networking Events
- Telemarketing
- TV Ads
- Billboards
- Other
- I don't know
Please provide the organization names your main competitors*
#1 #2 #3
What sets your products and/or services apart from your competitors?*
What is unique about what you offer? How are they better than your competitor's products/services?
Please describe your organization's target market or audience*
Please provide your organization's slogan or tagline here if you have one*
If you do not have one please just put N/A
Please supply at least 10 keywords or phrases that you feel someone would use to search the web for your products or services
* Click the + icon to add more lines.

Do not be too generic like "pet supplies", but instead be more specific such as "pet supplies in fort lauderdale" or "pet supply stores in south florida".

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CRM
Does your organization currently use a CRM?*
- Yes
- No
Are you the person who is in charge of your current CRM and/or going to be in charge of the new CRM?*
- Yes
- No
Please provide the name of the person Planned Growth will be working with to set up the new CRM
First Last
Please provide the phone number of the person Planned Growth will be working with to set up the new CRM*
Please provide the email address of the person Planned Growth will be working with to set up the new CRM*
Which CRM do you use?*
* i.e. Zoho CRM, Salesforce, Oracle, SAP, InfusionSoft, Blackbaud, Microsoft Dynamics, Highrise, Insightly, etc. If you are not sure, please put "Don't Know"
How many CRM users are in your current CRM?*
Please enter a number from 1 to 10000.
Do you have multiple organizations/companies sharing your current CRM?*
- Yes
- No
Please list ALL the organizations/companies sharing your current CRM.*
Click the + button to add additional
Organization #1 Organization #2 Organization #3
Which organization(s)/company(s) out of these will be migrated into the new CRM?*
Click the + button to add additional
Organization #1 Organization #2 Organization #3
How long has your organization been using your current CRM?*
Approximately how many users will be needed for the new CRM?*
Please enter a number from 1 to 10000.
How quickly do you need the new CRM up and running?*
Do you have data ready to be uploaded to the new CRM?*
- Yes, it is all ready to go
- Not yet. We have the data, just not ready for import
- No, we have no data
Which applications do you currently use to manage your data?*
Check all that apply
- Outlook
- Gmail
- Google Drive
- Excel
- Word
- Phone Contacts
- Notebook application
- Other application
Please explain how you manage your organization's data*
Approximately how many files (separate places) of data do you have?*
Please enter a number from 0 to 1000000.
Approximately how many lead/prospect records (individual people) do you have?*
Please enter a number from 0 to 1000000.
Approximately how many Contact/Client records (individual people) do you have?*
Please enter a number from 0 to 1000000.
Approximately how many Company/Account Records of the physical organization do you have?*
Please enter a number from 0 to 1000000.
On a scale of 1-5, "5" being completely organized and "1" being a complete mess, how would you describe your data?*
What daily workflow tasks do you need the CRM to achieve in order to use it on a daily basis?*
What are some goals that you would like the CRM to achieve that you can’t currently do?*

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Website Development
As you make your way through the next pages, this form will tally an estimated cost for your Website Development project. You do not need to pay today, as it is only intended to give you an estimate for the scope of your Website Development needs.
What is the Target Date for your new website to go live?*
Will this be an eCommerce website?*
eCommerce is a website that takes online payments. Types of eCommerce websites include selling products or services that payments are made on the website, taking Event Registration payments on the website, taking Online Donations on the website, paid Membership websites, etc.

*** NEW! Planned Growth no longer charges by the page for eCommerce websites! eCommerce websites are now a base cost of only $5000, plus any additional functionality needed. No need to count how many pages you need!
- Yes, we will be accepting online payments - $5000
- No, we will not be accepting online payments
Total
$0.00

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Design, Look & Feel
Please provide the URL of 3 websites you like the design and layout of:*
Website 1 Website 2 Website 3
What do you like about these websites?*
Mockups
Prior to development, Planned Growth will provide you with three-(3) mockups of the homepage at no charge, with your branding and color palette. You will be required to sign-off on the mockup you select.

Each additional mockup beyond the first three complimentary ones will be an additional $200 to be added to your final payment.
I have read, understand and agree to the above disclosure regarding the mockups provided by Planned Growth.*
- Yes, I read, understand and agree to the mock up disclosure
Total
$0.00

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Website Pages
Please be thorough in counting all of the pages and subpages you need for your website.

Examples of what pages and subpages are:
- Home
- About Us
- Our Team (subpage of About Us)
- Our Company (subpage of About Us)
- Services
- Contact Us
- Privacy Policy
This example would be a 7 page website.
Number of Pages*
* Please include every page you want on the website.
- 1 page landing page - $1000.00
- 2 to 5 pages - $2,000.00
- 6 to 10 pages - $2,750.00
- 11 to 15 pages - $3,250.00
Do you need any additional pages?*
- No, just 11 to 15 pages
- Yes, I need additional pages at $150/page
How many additional pages do you need?*
Price: $150.00 Quantity:
*** Please Note ****
The number of pages you requested above will be reflected on the contract. Any additional pages added at your organization's request during development will be billed at $150 per page on the final invoice and must be paid prior to the new website going live.
- I understand the scope of work is only inclusive of the number of pages originally requested, and any additional pages will be billed at $150 per page on the final invoice.
Total
$0.00

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Content: Logo, Pictures, Text, Graphics, Video, Audio
Do you have all of the content for every page of the website?*
- Yes, I have all of the content for every page.
- No, but I will provide the content for you prior to the start of development.
- No, I need Planned Growth content writers to write content for some or all of the pages.
How many pages of content do you need the Planned Growth content writers to write?*
Price: $150.00 Quantity:
Do you have a logo?*
* Cost covers up to 5 samples to choose from. Additional samples are $60 each, added to final billing.
- Yes, I have a logo Planned Growth can use on the new website
- Yes, BUT, I need Planned Growth to create a new one - $300
- No, I need Planned Growth to develop a logo - $300
Do you have all of the Pictures/Graphics/Images for each page of the new website?*
* Planned Growth recommends no less than 1 graphic/picture per page on the website, and a minimum of 4 graphics/pictures on the Home page.
- Yes, I have all of the graphics/images for every page.
- No, but I will provide the graphics/images prior to the start of development.
- No, I need Planned Growth to provide stock images and graphics for us. ($30/graphic or image)
How many stock graphics/images do you need the Planned Growth provide?*
Price: $30.00 Quantity:
Total
$0.00

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Basic Functionality
Please check the boxes of any additional functionalities you would like on your website. They are $200 each.*
*** You can check a box to popup a description of the functionality. If you choose not to include it, simply uncheck the box.
- Animation or Parallax - $200
- Integration of Website with Other Software - $200
- Event Calendar - $200
- Image Gallery - $200
- Image Slider or Carousel - $200 each
- Social Media Integration - $200
- Other - Price may vary
- None of the Above
Animation or Parallax*
Animation
Fade, Slide, Rotation motion effects in sliders, icons, text, etc. A sample can be found here:
SAMPLE ANIMATION

Parallax
Static background images that stay in place as you scroll down the page. A sample can be found here:
SAMPLE PARALLAX
Price: $200.00
Integration of Website with Other Software*
Website to Software Integration
Integrating with API, the website to any external software, such as:
- Email opt in forms with an Email Marketing Platform (such as Zoho Campaigns, MailChimp, AWeber, etc)
- Integration of form submissions, such as Free Trial, Contact Us, Newsletter Sign Up with CRM software (such as Zoho CRM or SalesForce)
Price: $200.00
Tell us more about the integration you are looking for.*
Please tell us more about the software you want the website to integrate with, or what you are seeking to accomplish.
Event Calendar*
Event Calendar Page
This is an event calendar that can be used for upcoming local events, schedules, event registration (*** note that paid registration is an eCommerce function), etc.

Here is a sample Event Calendar: SAMPLE EVENT CALENDAR
Price: $200.00
Image Gallery*
Image Gallery Page
This is an Image Gallery page that can be used for displaying a Portfolio of work, pictures of the organization's facilities, past event photos, etc.

Here are sample Image Galleries: SAMPLE IMAGE GALLERIES
Price: $200.00
Image Slider or Carousel*
Rotating Images in a Slider or Carousel
These are most often seen on the homepage of a website. Some people like these on internal pages as well. Please specify how many Image Sliders or Carousels you'd like on your new website.

Here is a sample Image Slider: SAMPLE IMAGE SLIDER

Here are samples of Carousels: SAMPLE CAROUSEL
Price: $200.00 Quantity:
Testimonials*
Customer Testimonials
Display all the great things people say about your organization right on your new website!

Here are sample Testimonials: SAMPLE TESTIMONIALS
Price: $200.00
Other*
Please tell us more about the functionality you are looking for.
Total
$0.00

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Total estimate for Website Development
Are you a 501c3 Non-Profit or looking for Planned Growth to White Label our work for one of your own clients? 10% Discount by typing the word "YES" below!
Your total estimate is based on your requests above, regarding number of pages and functionality of the new website. If you request any additional pages or functionality, additional charges may be applied and must be paid prior to your new website going live. This is not the final pricing. A Planned Growth Professional will contact you back regarding your Website Development estimate to answer any questions you may have, and set up a formal proposal.
Total
$0.00

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Planned Growth Pre-Survey

Step 1 of 25 - Privacy Policy

Organization Information

Tell Us What You Are Looking For

Basic Company Profile

Marketing Services

Website Management

SEO/PPC

Social Media

Email Marketing

CLICK HERE TO REVIEW THE EMAIL MARKETING TERMS
CLICK HERE TO REVIEW THE ANTI-SPAM POLICY
CLICK HERE TO REVIEW THE CAN-SPAM ACT ON THE FTC WEBSITE

Content Writing

Graphic Design

Print Marketing

Digital Presentations

Sample Digital Presentation

Online Review Management

CRM

Website Development

Domain & Hosting

Design, Look & Feel

Mockups

Website Pages

Content: Logo, Pictures, Text, Graphics, Video, Audio

Basic Functionality

Animation

Parallax

Website to Software Integration

Event Calendar Page

Image Gallery Page

Rotating Images in a Slider or Carousel

Customer Testimonials

Premium Options

eCommerce (Online Payments)

Total estimate for Website Development

Other Information

Planned Growth Pre-Survey

Step 1 of 25 - Privacy Policy

Organization Information

Tell Us What You Are Looking For

Basic Company Profile

Marketing Services

Website Management

SEO/PPC

Social Media

Email Marketing

CLICK HERE TO REVIEW THE EMAIL MARKETING TERMSCLICK HERE TO REVIEW THE ANTI-SPAM POLICYCLICK HERE TO REVIEW THE CAN-SPAM ACT ON THE FTC WEBSITE

Content Writing

Graphic Design

Print Marketing

Digital Presentations

Sample Digital Presentation

Online Review Management

CRM

Website Development

Domain & Hosting

Design, Look & Feel

Mockups

Website Pages

Content: Logo, Pictures, Text, Graphics, Video, Audio

Basic Functionality

Animation

Parallax

Website to Software Integration

Event Calendar Page

Image Gallery Page

Rotating Images in a Slider or Carousel

Customer Testimonials

Premium Options

eCommerce (Online Payments)

Total estimate for Website Development

Other Information

CLICK HERE TO REVIEW THE EMAIL MARKETING TERMS
CLICK HERE TO REVIEW THE ANTI-SPAM POLICY
CLICK HERE TO REVIEW THE CAN-SPAM ACT ON THE FTC WEBSITE