This form collects the access credentials and account information we need to set up and manage your marketing presence. It takes about 10–15 minutes to complete.
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Upload your company logo *
Drag and drop your logo here or Browse files
PNG, JPG, SVG — Max 5 MB
——
What is your official company name? *
Required field
Is your current marketing agency aware of the transition to GoldCore Marketing? *
No
⚠️ If no, please be aware that requesting access to some platforms may notify your current marketing agency. Please notify your GoldCore Project Coordinator immediately if this applies.
If you are with an agency currently, when is your contract end date?
If you are with an agency currently, what is your required notice period? (30-days, 60-days, etc.)
Note: Your domain name registrar is the company you pay to maintain ownership of your domain name. If you are unsure, try using a free online lookup tool like godaddy.com/whois. The "registrar" will show you where your domain is registered.
Website Access
Is your current website on WordPress? *
YesNo
Please provide login username *
Please provide login password *
What platform is your website built on?
Please provide any login credentials needed for website access
CRM System
What CRM platform do you use? *
Service TitanJobberHouse Call ProHubSpotServManSuccesswareService FusionServiceSHIFTBuilderTrendCoConstructClarityHighLevelWorkizI do not use a CRM platformOther
To ensure your contact forms can continue to be integrated with your CRM system, GoldCore Marketing will need access to your CRM system.
Google Analytics
Do you have a Google Analytics account? *
YesNo – GoldCore Marketing should create a GA4 account for me
Do you have a Google Tag Manager account? *
YesNo – GoldCore Marketing should create a Tag Manager account for me
Do you have a Google Search Console account? *
YesNo – GoldCore Marketing should create a Search Console account for me
Campaign Access
Which campaigns will GoldCore Marketing be managing for you? Please select all that apply. *
Please provide any social media profiles you have *
Google Business ProfileFacebookInstagramYouTubeLinkedInTwitter / XTikTokYelpNextdoorOther (Specify)
Do you currently use a live chat service on your website?
YesNo
Business Information
Please provide a list of specials / coupons you would like to promote on the website and/or ads
Company License Number(s) *
Required field
Privacy Policy
All GoldCore Marketing websites are required to have an accessible Privacy Policy that clearly outlines how consumer data is collected and used, particularly when submitting a contact form. Please provide the most current version of your business's Privacy Policy. Please note, GoldCore Marketing is unable to generate Privacy Policies on your behalf.
Upload Privacy Policy File (Optional)
Drag and drop here or Browse files
Max file size: 10 MB
Forward-To & Call Tracking Lines
Please provide your main office line *
Required field
This number acts as the backup in case Dynamic Number Insertion (DNI) fails. Typically, this is the main office or business line.
Please provide the phone number(s) that you would like your marketing calls to go to. This can be one number, or multiple if you are utilizing a third-party call tracking tool such as Service Titan. *
If multiple, please label what service each number is associated with.
Provide at least 2 preferred area codes to be used for tracked lines *
Required field
Website Tracking Information
What email address(es) would you like to receive contact form submissions from your website? *
Required field
GoldCore Marketing can set up toll free or local phone numbers for you. What is your preference? *
LocalToll Free (i.e. 888, 866)No Preference
GoldCore Marketing will be recording all tracked phone calls. In order to do so, we will place a record warning (i.e. "This call may be monitored for quality...") to all tracked phone calls. Do you already have a record warning in place? *
No, I do not have a record warningYes, I already have a record warning so GoldCore Marketing's is not necessary
Are you currently using another call tracking tool? *
YesNo
Thank You!
Your information has been received. A GoldCore Marketing representative will review your submission and reach out to you shortly.
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