Client Intake Form - Cartervine, LLC

Engagement Header

Client name(Required)

Site URL(Required)

Engagement(Required)

Audit date(Required)

Auditor(Required)

Analytics & Search

Verify directly — do not ask the client for these.

GA4 Measurement ID

The on-site tag. Distinct from the numeric property ID below.

GA4 Property ID(Required)

Numeric — GA4 → Admin → Property Settings. Needed for API access and GSC linking.

Tag install method

GSC owner account

Whose Google account holds the verification.

Baseline exports(Required)

Drop files here or

Accepted file types: jpg, jpeg, png, gif, pdf, csv, xlsx, zip, Max. file size: 10 MB, Max. files: 10.

Before touching anything: GSC performance (last 3 months), GA4 traffic by channel, indexed-count screenshot. Minimum 3 files. Feeds the baseline report.

Indexed page count

From site:domain.com at audit time.

Google Business Profile

GBP owner account

Current primary category

Pre-cleanup snapshot

Drop files here or

Accepted file types: jpg, jpeg, png, gif, pdf, csv, xlsx, zip, Max. file size: 100 MB, Max. files: 10.

Screenshots: category, hours, service area, photos — before any changes.

Site & Access

Current hosting plan

Plugin stack export

Drop files here or

Accepted file types: jpg, jpeg, png, gif, pdf, csv, xlsx, zip, Max. file size: 100 MB, Max. files: 10.

Export or screenshot of the active plugin list.

Conflict flags

Anything that fights the SEO work: caching layers, duplicate schema/sitemap plugins, etc.

Page count

Scope Watch

SEO Foundation includes: GBP setup/cleanup, citations, on-page pass, schema, Analytics + GSC setup, baseline report, handoff doc. NOT included: retainers, link building, content-SEO strategy.

Scope flag detail

Feeds the Request/temptation table. Each item gets descoped or billed separately per the reference doc.