Onboarding Form – Dash Support

Welcome to Dash

Let’s get your account and project started. Short, natural answers are fine. If your logo or other material is online, simply tell us where to find it. You can choose whether to add design preferences later.

What’s your full name? *

What’s the business called? *Trading name is fine here; we’ll confirm the account name later.

Best email for the project *

Best telephone number *

Should the website show the same contact details? *Yes, use the email and phone aboveNo, use different public detailsWe’re still arranging them

Which contact details should appear on the website? *Public email and phone only.

Public address, opening hours or other contact detailsOptional. Only enter an address you want displayed publicly.

Will anybody else need to approve the website? *No, just meYes

Who should we involve? *Name, role and email address.

A little about the business

No polished marketing language needed. Tell us what you do in your own words.

Which best describes the project? *A new business we’re setting upAn established business getting its first websiteReplacing our existing websiteA new brand, service or part of an existing businessSomething else / I’m not sure

In a few words, what does the business do? *Tell us what you do and the area you cover.

What are the main services or products the website needs to show? *A simple list is fine. Put the most important first.

Who are your usual or intended customers? *For example: homeowners around Darlington, construction companies across the North East, or UK customers buying online.

Proposal reference or project nameIf you have it handy. We’ll match this form to your agreed proposal.

Has anything important changed since you agreed the proposal? *NoYesI’m not sure

Tell us what may have changed *Services, features, deadlines or who is involved.

Your current setup

Tell us what you know. We’ll help with anything you’re unsure about. Please don’t enter passwords here.

Does the main business already have a website? *YesNo

Where should this new part of the business sit? *Within the current websiteIts own separate websitePlease advise me

Have you already bought a website address / domain? *YesNoI’m not sure

What is the domain name? *Add where it was purchased if you know.

No problem—we’ll help you check what is needed during onboarding.

Will the existing website stay online until the new one launches? *YesIt has a date when it will go offlineIt is already offlineI’m not sure

Tell us the date or what has happened *

Can you access the current website and domain? *YesSomebody else has access, but we can request itNoI’m not sure

Is there anything from the current site that must be kept?Pages, wording, photographs, customer logins or special features. We’ll review the details on the call.

Do you already use business email addresses? *YesNot yet—we need themWe’ll use an existing personal email addressI’m not sure

Which addresses and provider do you use?For example, hello@yourbusiness.co.uk through Microsoft 365. If you don’t know the provider, just give the addresses.

Is there a fixed launch date we need to know about? *No fixed dateYesI’m not sure yet

What is the date? *

What is happening on that date? *

What do you already have?

You can upload files, paste a URL or tell us to use your current website. If you’re still gathering things, you can send them later.

Do you already have a logo or branding? *Yes, and we’re happy to use itYes, but we’d like to improve or replace itNo, not yetI’m not sure

How would you like to share your logo or brand files? *Upload filesTell you where to find them onlineA bit of bothUse the website or folder I already sharedI’ll send them later

Upload your filesUp to 5 files, 10 MB each. For large videos or original artwork, share a folder link instead. Do not upload passwords or sensitive account documents.

Paste the links and tell us what to use *A website, social page or shared folder is fine. For example: “Logo on our homepage; project photographs in this folder.” Make sure Dash can open shared links.

We specialise in logos and branding too. Would you like a quick call so we can understand what you need and put a quote together? *Yes, please give me a callLet’s discuss it on my onboarding callBranding is already included in my proposalNo thanks, I’ll arrange it myself

What else do you have that we could use?Tick anything available. Leave blank if you have nothing yet or are unsure.Written information or brochuresPhotographsVideoReviews or testimonialsExamples of completed workTeam informationPrices or packages

How would you like to share the other material? *Upload filesTell you where to find them onlineA bit of bothUse the website or folder I already sharedI’ll send them later

Upload your filesUp to 5 files, 10 MB each. For large videos or original artwork, share a folder link instead. Do not upload passwords or sensitive account documents.

Paste the links and tell us what to use *A website, social page or shared folder is fine. For example: “Logo on our homepage; project photographs in this folder.” Make sure Dash can open shared links.

How much of the website wording is ready? *We have finished wordingUse our current website or documents as a starting pointWe have notes but need help shaping themWe need help writing itI’m not sure yet

Social profiles or other useful linksAdd anything else you want linked or used as a reference. Optional.

What does the website need to do?

Keep this at a high level. Cheryl will work through the detail with you.

What is the main job of the new website? *Help people contact usGenerate quote requestsShow our services or previous workSell products or services onlineTake bookingsMake the business look more professionalProvide information to existing customersLaunch the business or servicePlease advise me

Will customers buy or pay through the website? *Yes, buy products onlineYes, pay for services, bookings or depositsBoth products and servicesNo, they’ll contact us for a quote or to buyI’m not sure—please advise

Do you already sell or take payments online? *Yes, on our existing websiteYes, somewhere elseNo, this will be new

How can we get your product list, prices or service details? *Upload filesTell you where to find them onlineA bit of bothUse the website or folder I already sharedI’ll send them later

Upload your filesUp to 5 files, 10 MB each. For large videos or original artwork, share a folder link instead. Do not upload passwords or sensitive account documents.

Paste the links and tell us what to use *A website, social page or shared folder is fine. For example: “Logo on our homepage; project photographs in this folder.” Make sure Dash can open shared links.

Does the current card-payment setup work well for you? *YesWe’d like to review fees or reliabilityWe need more or different terminalsI’m not sure

Does the website need any other features? *No, keep it straightforwardYesI’m not sure

What else does it need to do? *Request a detailed quoteLet customers upload photographs or documentsTake bookings or show availabilityUse a calculatorGive customers an account or loginConnect to another systemSomething else

Tell us about the other feature

Would you like to give our designer a little more direction?

You can add preferences now, or let our design team use what you’ve already told us and explore the detail during onboarding.

Which would you prefer? *Use the information above and let Dash guide the designI’d like to add a few design preferences

Are there any websites you like?Paste URLs and tell us what caught your eye. “Simple menu” or “good photographs” is enough.

Any colours, styles or websites you definitely don’t like?

Which directions appeal to you?Choose the few that fit best, or leave blank.Clean and straightforwardModern and professionalBold and attention-grabbingFriendly and approachablePremium and polishedTraditional and establishedCreative and different

Anything else for the designer?

Your business account

These details help us keep your account accurate and understand how the business operates. We may also spot useful support to discuss with you.

Once you’re onboarded and our business checks are complete, you can access monthly payment options for business development and marketing services as an existing Dash client. These are service payment arrangements, not credit facilities. We’ll agree the services and payment schedule with you before anything starts.

Who should the account and invoices be made out to? *Company: registered name. Sole trader: your full name and trading name. If still being set up, tell us what you know.

Company registration number *

Billing address *Include the postcode.

Should invoices go to your project email? *YesUse a different email

Accounts email address *

Is the business VAT registered? *YesNoApplication pending / unsure

VAT numberIf available.

Does the business own or rent any commercial premises? *Yes, rentedYes, ownedA mixture of rented and ownedWe’re arranging premisesNo—we work from home, remotely or at customers’ locations

Are the practical arrangements sorted? *Yes, all sortedSome things still need arrangingWe would like to review existing arrangements

What types of vehicle?CarsVansTrucks or HGVsSpecialist vehicles

Is the business insured? *Your best understanding is fine. If you’re unsure, we can help you arrange specialist advice.Yes, I’m covered for everything the business needsNot yetI’m not sure whether the current cover is rightI don’t think insurance is relevant to this businessSkip for now

Great, thanks—we’ve noted that.

No problem—we’ll give you a call to help you take the next step.

We’ll give you a call to understand the situation and help arrange a review if you’d like one.

We’ll check in with you about that and help you find out whether specialist advice would be useful.

When would you prefer Dash to discuss this with you? *On my onboarding callPlease arrange a separate callLeave it for now

Nearly done

Please check your answers using Back if you need to. Your proposal, payment and this completed form together form your contract of service with Dash, subject to our terms and conditions. Any additional requirements outside the proposal will be discussed and agreed separately.

Anything else we should know?Optional.

Type your full name *By completing this section you confirm you are authorised to act for the business.

Date *