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Bureauserv Pre-Works Checklist
Step 1 of 10
10%
Client Profile
Client Name:
Contact Details:
Phone:
Mobile:
Email:
Skype:
Others:
Business Profile
Business Name:
Business Address:
ABN / Business Registration Number:
Trade / Corporate Body License Numbers:
Business Contact Numbers:
Phone:
Mobile:
Fax:
Others:
Person In Charge of Communication:
Phone:
Mobile:
Email:
Skype:
Others:
Web Development
Preferred Start Date:
Date Format: MM slash DD slash YYYY
Service/s Required:
Creation of New Website
Improvement to Existing Website
Search Engine Optimisation (SEO)
Graphics
E-commerce
Business Listings
Google Business Page
Google Maps
Website Migration
E-mail Migration
E-mail Setup
Others:
Graphics
New Logo & Branding
Improvements to Existing
Others:
Existing Website URL (if any):
Current Hosting Provider (if any):
Preferred Website Layout (if any):
Preferred Website Look and Feel:
Professional
High-tech
Fun and Upbeat
Flashy
Friendly and Interactive
Others:
Others:
Sample Website that Appeal to You and Why?
Sample Website that Appeal to You and Why?
Sample Website that Appeal to You and Why?
Top Competitor Websites
Top Competitor Websites
Top Competitor Websites
Preferred Pages:
Homepage
Profile/About Page
Services
Gallery
Testimonials
Blog/Updates
Contact Page
Others:
Others:
Resources
Available Resources
Case Studies
Blogs
Second Choice
Partners / Major Suppliers
Current Hosting Provider Logins:
Domain Name/s:
Actual Images
Stock Images
Videos / Footages
Others:
Current Hosting Provider Logins:
Domain Name/s:
Others:
Preferred Channel for Sharing of Resources (images, videos, etc.):
E-mail
Basecamp
Dropbox
OneDrive
Google Drive
Big File Transfer
Others:
Others:
Logo and Branding
Service Required
New Logo
Redesign Existing Logo
Enhance Current Logo
None
What do you like about your current logo?
What do you want to improve on in your current logo?
What style do you want for your logo?
Sample Logos that Appeal to you:
Drop files here or
Sample Logos that you Dislike:
Drop files here or
Preferred Colour Scheme
Preferred Text Font (if any):
Social Media Management
To avail Social Media Management Service
To NOT avail Social Media Management Service
Social Media Channels
To Handle existing Social Media accounts in:
Facebook:
YouTube:
Twitter:
LinkedIn:
Instagram:
Google+:
Tumblr:
Pinterest:
Other Pages:
To Create new Social Media accounts in:
Facebook
Twitter
Instagram
Tumblr
YouTube
LinkedIn
Google+
Pinterest
Others
Others:
Social Media Management
Preferred Start Date:
Date Format: MM slash DD slash YYYY
Client’s Objective in Social Media:
Brand Awareness
Gain Followers & Brand Influencers
Products/Services Promotion
Advertising
Promo Mgmt/Announcement
Customer Service
Sales and Leads
Event Announcements
Others:
Others:
Overall Social Media Voice/Tone:
Professional
Friendly & Interactive
Casual & Upbeat
Others:
Others:
Social Media Posting
Frequency of Posts:
1-2 posts/week
2-3 posts/week
3-4 posts/week
4-5 posts/week
5-6 posts/week
7 days a week
Preferred Channel for Sharing of Resources (images, videos, etc.):
Email
Basecamp
Dropbox
OneDrive
Google Drive
Big File Transfer
Others:
Others:
Types of Posts:
Scheduled Posts
Business/Brand Promotion
Product/Service Promotion
Product/Service Update
Event Promotion
Promos and Giveaways
Educational/Trivial Posts
Quotations
Others:
Others:
Saved/Reserved Posts
Business/Brand Promotion
Product/Service Promotion
Product/Service Update
Event Promotion
Promos and Giveaways
Educational/Trivial Posts
Quotations
Others:
Others:
Instant Posts (as requested by client)
Others
Blogging
Frequency:
1-2 blogs/month
2-3 blogs/month
3-4 blogs/month
Suggested Blog Topics/Titles:
Probability of Paid Ads
Frequency:
Yes
No
Maybe Later
Please indicate other requests here:
Please indicate other questions here:
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Provide administrative support
Day-to-day administrative functions could be dramatically affecting your productivity which leads to operational inefficiencies. Outsourcing these back office functions to Bureauserv would allow you to get back to base and focus on growing your business.
Recording Transcription
Document and Data Digitisation
Claims Processing
Inventory Management
Medical Transcription
Data entry
Name
*
Company
Website
Email
*
Phone
Message
*
I give consent to use this information to send additional emails and communication as described in your Privacy Policy
Phone
This field is for validation purposes and should be left unchanged.
X
Enhance customer service and sales
Excellent customer service and sales require a team with a customer centric approach and the ability to create a positive experience from the first contact and build enduring relationship with a customer. As a strategic partner, we are committed to delivering exceptional customer service that exceeds your customers’ expectations.
Appointment Setting and Confirmation
Reception Services
Reservations
Sales Support
Sales Order Processing
Telemarketing
Chat support
Online Help Desk
Name
*
Company
Website
Email
*
Phone
Message
*
I give consent to use this information to send additional emails and communication as described in your Privacy Policy
Email
This field is for validation purposes and should be left unchanged.
X
Streamline accounting and bookkeeping
Streamline your financial and accounting transactions through cloud computing. Our dedicated and experienced team of accountants will help you simplify and standardise your accounting and bookkeeping process to help you cut costs and improve efficiency.
Invoicing
Payroll Processing and Human Resources
Bank Reconciliation
Debtor Management
Management Accounting
Statutory Reporting and Compliance
Name
*
Company
Website
Email
*
Phone
Message
*
I give consent to use this information to send additional emails and communication as described in your Privacy Policy
Comments
This field is for validation purposes and should be left unchanged.
X
Implement a digital marketing strategy
The online marketplace is competitive. Implement a digital marketing strategy the right way by partnering with skilled and experienced professionals who can help you understand and take advantage of changing market trends. Bureauserv’s expertise in digital marketing can elevate your brand through the ranks.
Web design and development
Branding and graphics design
Search Engine Optimisation (SEO)
Social Media Marketing (SMM)
Email Marketing and Analytics
Data Mining
Data Analyst/Research
Market Research
Lead Generation
Data Entry
Name
*
Company
Website
Email
*
Phone
Message
*
I give consent to use this information to send additional emails and communication as described in your Privacy Policy
Comments
This field is for validation purposes and should be left unchanged.
X
