Client Intake Form — SystemOps Automation

Don't fill this in:

Start here — we need this before we begin

We have a preview built — this is the information we need to develop it into your finished site. Please complete as much as you can.

The essentials: contact details, which services to include, IPAF and insurance status, your domain, and your logo. These unblock development immediately.

Trading name

Legal entity name

Used in schema markup only — not displayed prominently.

Your name

Phone number

Goes on every page and all directory profiles.

Email address

Base location — town & postcode

Used for local SEO and map pins. Not shown as a full street address.

Year trading started

Existing website?

Yes No

Which services go on the website?

Toggle Yes/No, then edit the name if you use a different term.

ServiceInclude?Name on site

Cherry Picker Hire

Yes No

Gutter Cleaning

Yes No

Solar Panel Cleaning

Yes No

Pressure Washing

Yes No

High-Level Maintenance

Yes No

Additional services

Extra 1

Extra 2

Extra 3

Extra 4

IPAF certification held?

Yes No In progress

Displayed above the fold on the homepage.

Public liability insurance held?

Yes No

Cover value and cert upload are in Section 4.

Do you own a domain?

Yes No Not sure

Domain name

Do you have a logo file?

Yes No — need one Basic — needs redraw

Upload logo Optional

Any format. Even a phone photo of it works.

Who approves copy and design?

Preferred comms during the project

WhatsApp Email Phone Whatever's quickest

◎ Sections 2–8 are needed to complete your service pages, blogs, and profile setup. The more detail you provide, the less back-and-forth there will be.

Service Detail

A few questions about each service. Answers go into your service pages and FAQ sections.

◎ We need this to complete your site. Please fill in as much detail as you can.

Cherry Picker Hire

Who hires from you?

Domestic homeowners Contractors Commercial Managed property Schools Industrial

Typical job types

Machine types used for this service

Operator always included, or dry hire available?

Always with operator Dry hire available Both options

Common questions customers ask before booking Optional

Gutter Cleaning

Who is this for?

Domestic Commercial Managed blocks Schools Industrial

Typical job types

Access method used

Recurring contracts? Optional

Yes No

Common questions Optional

Solar Panel Cleaning

Who is this for?

Domestic Commercial Industrial Agricultural / farms

Typical job types

Cleaning method

Access method for roof-mounted panels

Common questions Optional

Pressure Washing & Exterior Cleaning

Who is this for?

Domestic Commercial Industrial Car parks / retail Managed estates

Surfaces you regularly clean

Equipment / method

Specialist treatments Optional

Common questions Optional

High-Level Maintenance

Who is this for?

Domestic Commercial Managed blocks Schools Industrial Contractors needing access

Specific tasks you carry out at height

Access method

Common questions Optional

Equipment & Technical Capability

Your equipment is your main differentiator. These answers feed your service pages and FAQ content.

◎ We need this to complete your site. Please fill in as much detail as you can.

Height range across your full fleet

Can you access sites with narrow gates?

Yes No

Minimum access width

Your machines — add one row per machine

What can you do that most local competitors cannot? Optional

Goes directly into your homepage and Why Choose Us copy.

Trust & Compliance — Detail

Certification details, PLI value, accreditations, and any notes for commercial buyers.

◎ We need this to complete your site. Please fill in as much detail as you can.

IPAF categories held

1a — Scissor lifts 1b — Truck-mounted boom 3a — Tracked vertical 3b — Spider / tracked boom

IPAF card expiry Optional

PLI cover value

£1m £2m £5m £10m Other

RAMS available on request?

Yes No Commercial only

Accreditations held Optional

Safe Contractor CHAS Constructionline CSCS card(s)

Other accreditations Optional

Anything a commercial buyer needs to know before engaging you? Optional

Upload insurance certificate or accreditation badges Optional

Used as trust badges on the website. Email larger files.

Coverage

Pre-filled with your known coverage — confirm or adjust.

◎ We need this to complete your site. Please fill in as much detail as you can.

Core coverage areas — tick all that apply

Guiseley Leeds Bradford Harrogate Skipton Ilkley Keighley Dewsbury Huddersfield Halifax York Wakefield Burnley Blackburn Lancaster

Any areas not listed above Optional

Cover the wider north for larger jobs? Optional

Yes No

If yes, site will note "available on request — call to confirm".

Proof & Gallery

Reviews and before/after photos are the most persuasive content on a trade website. Even phone photos are useful.

◎ We need this to complete your site. Please fill in as much detail as you can.

Testimonials — paste any here Optional

Include first name and town if possible. Note if you have permission to publish each one.

Notable or specialist jobs Optional

Named clients you can reference Optional

Only list if you have their permission.

Upload before/after photos Optional

Can we use these images publicly?

Yes — location and property type Yes — no client name Ask me about each one

Project details Optional

Each project can become a case study or gallery entry on the site.

Project 1

Service

Cherry Picker Gutter Solar Pressure High-Level

Town / area

Property type

Domestic Commercial Industrial Managed block

Brief outcome

Before photo

After photo

Permission to use on website?

Yes — can name location Yes — no client name No

Blog Inputs

We're writing 5 SEO blogs as part of this project. A few sentences per answer is enough.

◎ We need this to complete your site. Please fill in as much detail as you can.

Questions customers most commonly ask before booking

What people ask on the phone is almost always what they type into Google.

Seasonal patterns in your work Optional

Specific topics or FAQs you think would be useful Optional

Access & Admin Handover

Domain access, GSC, Bing, GBP, Yell, and Facebook. Without these we cannot set up indexing or align your profiles.

◎ We need this to complete your site. Please fill in as much detail as you can.

Domain — access detail

Who is the domain registered with?

Do you have login access to the registrar?

Yes No

DNS — how do you want to handle record updates?

Grant us delegated access I'll update records when told what to change Not sure — let's discuss

🔒 Do not share passwords here. If we need registrar login details, we'll ask you to send them via WhatsApp only — never by email or in this form. Registrar credentials are sent directly to your project manager once work on DNS begins.

Google Search Console

Domain verified in GSC?

Yes No Not sure

Do you have access to GSC?

Yes No Not set up yet

Google account email for GSC Optional

Bing Webmaster Tools

Domain set up in Bing Webmaster Tools?

Yes No Not sure

Do you have access?

Yes No Not set up

Microsoft / Bing account email Optional

Google Business Profile

Do you have a GBP?

Yes No Not sure

If unsure: search your business name on Google Maps.

Who is the current owner / admin?

Do you have owner-level access?

Yes No Not sure

Can you add us as a manager?

Yes No I'll apply changes myself

No password needed. We'll send you a Google account email address to add as a Manager inside your GBP dashboard. You stay in full control as Owner.

Yell

Do you have a Yell listing?

Yes No Not sure

How should we update the Yell listing?

Grant us access I'll apply changes when told

🔒 Do not share your Yell password here. If you choose to grant us access, we'll ask for login details via WhatsApp only once we're ready to make changes. Alternatively, select "I'll apply changes when told" and we'll send you exactly what to update.

Who manages the Yell listing? Optional

Facebook

Do you have a Facebook business page?

Yes No

Current admin?

Admin access to the page?

Yes No

Can you add us as an editor in Facebook Business Manager?

Yes No I'll apply changes myself

No password needed. We'll send you a Facebook account to add as an Editor in Business Manager. Editor access only lets us update your About section, categories, and contact details — we cannot post, run ads, or see your personal profile.

Anything else

Feedback turnaround Optional

24 hours 2–3 days Within a week

Anything you do NOT want on the website Optional

Anything else we should know Optional

Section 1 of 8

Form submitted — thank you.

Thank you — your answers have been received. We'll review them and be in touch shortly to confirm next steps.

If you haven't completed all sections yet, please come back to this link and finish them off — the more detail we have, the faster the build moves.

Tell us about your business

Start here — we need this before we begin

Service Detail

Equipment & Technical Capability

Trust & Compliance — Detail

Coverage

Proof & Gallery

Blog Inputs

Access & Admin Handover

Form submitted — thank you.