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  1. #1
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    Refining the Process of gathering Local information

    Hi All,

    I wanted to get some opinions/advice/suggestions on a form I've been working on to improve the process of gathering all business information for a Local Business.

    I referred to Casey Meraz's "How to Perform the Ultimate Local SEO Audit" for a majority of the form. In the past I have used excel sheets but find that my clients have a hard time navigating in Excel Hell.

    Again, please feel free to offer your suggestions from a Local SEO point of view and as a User.

    You'll notice that when you get to the category section that this specific form is modified for a Mortgage Company.

    https://docs.google.com/forms/d/1fU6...-lvtY/viewform
    Amber Robinson on G+

  2. #2
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    Re: Refining the Process of gathering Local information

    I started out using Google Docs and then sharing them with my clients. It worked out pretty well until I got over 15 clients. At that point it was pretty tough to find the data I needed quickly.

    We started working on our own custom app a few years ago to manage our clients, directory claiming and a host of all the other services we provide. Clients can log into it and see what we are working on.

    I guess it depends on really how big you want to get so you can figure how how to scale properly.

  3. #3
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    Re: Refining the Process of gathering Local information

    I think you did a great job, Amber, and I'll probably borrow your idea, too... I don't have advice or suggestions, just that it looks good to me...

  4. #4
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    Re: Refining the Process of gathering Local information

    OoLaLa! I like the layout of that form Amber. Great job and thanks for sharing!

    I think Phil has a new client form too. Might want to check it out and see if he asks anything you want to add to yours.

    But I agree with the Excel hell comment - so this is great!
    Linda Buquet .:. Forum Founder, Google Local Specialist

    If you benefit from advice here... Please pay the community back by sharing on social OR helping someone else at the forum. Thank you!

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    Note: Due to mulitple RSI injuries, pardon short replies. Typos? Blame it on "Dragon".

  5. #5
    Member Since
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    Re: Refining the Process of gathering Local information

    Did you find some new helpful info on this Amber?

    There's lots of resources for questionnaires for local SEO:
    https://www.google.com/search?q=local+seo+questionnaire

    Phil Rozek's is the one I plagiarized the most when I created mine.
    The Best Darn Local SEO Client Questionnaire | LocalVisibilitySystem.com

    I used the Gravity Forms plugin for WordPress on a landing page.
    Welcome Aboard - Cartography Marketing | A Clearwater, FL Local SEO Company
    Anchors Aweigh Questionnaire - Cartography Marketing | A Clearwater, FL Local SEO Company

    (they're a very rough draft and haven't had much usage)

  6. #6
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    Re: Refining the Process of gathering Local information

    Thanks, Steven & Linda for the compliments!

    I am just now getting a chance to look at Phil's questionnaire but so far it looks like there are some great additions I can make to the form.

    Tony - thanks for the feedback and those links! The Gravity Forms plugin looks interesting and seems to be very user-friendly! I really love the intro on the Welcome-Aboard page - "If you haven't had coffee yet, now is the time to grab some."

    Have you always used the Gravity Forms?
    Amber Robinson on G+

  7. #7
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    Re: Refining the Process of gathering Local information

    I have. I bought it on a recommendation when I was new to WordPress so I haven't tried anything else (and I really haven't used it much at all).

    Here's Chris Lema's comparison of forms. Choosing a WordPress form plugin: Gravity Forms, Ninja Forms, or Formidable Pro?

    I believe Ninja Forms is free.

  8. #8
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    Re: Refining the Process of gathering Local information

    +1 for Gravity forms.

    That's the one Wordpress plugin i wouldn't want to live without. Not sure how much of the capabilities are available in other contact form plugins as this is the only one I tried.

    But you can do a lot with it. From coding up the entries to turn everything into the proper schema markup to setting this up with zapier (my favorite part, I imagine you can do this with google forms too).

    Someone submits a form and it feeds right through our project management portal - creates a project, builds out our starter citation spreadaheet and so much more.

  9. #9
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    Re: Refining the Process of gathering Local information

    Another gravity form user here. Bought the developers license. Like it more than any others I tried...

    Nice catch on the Zapier thing. I use podio, so that can go straight into there. sweet...

  10. #10
    Member Since
    Feb 2013
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    Re: Refining the Process of gathering Local information

    Thanks, y'all!! Definitely want to give it a try.

    One question - Is the Gravity Forms easy for me to edit or would I need our developers help?
    Amber Robinson on G+

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