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Basin Safety Consulting Project Build Request Survey

Full Name

Phone

What is the name of this project or campaign?

What is the primary goal of this project (e.g., lead generation, sales, event promotion, etc.)?

Who is the intended audience for this campaign or initiative?

What is the target launch date? Are there any critical deadlines to consider?

Who will be the main contact person for approvals, updates, or questions?

What type of project are you requesting?

Website or Landing Page Buildouts

Flash Sales or Promotions

Event Promotion

New User Onboarding

Website or Landing Page Buildouts

What is the primary purpose of this page (e.g., capture leads, educate users, sell a product, etc.)?

Do you have the content (text, images, videos) ready? If not, who will provide it?

What specific action do you want users to take (e.g., book a consultation, sign up for an event, download a guide)?

Do you have examples of similar pages or designs you like?

Should the page include a form, quiz, or multi-step funnel? If so, what fields or steps should be included?

Does this page need to connect to specific email campaigns, CRM workflows, or third-party apps?

Flash Sales or Promotions

What is the promotion (e.g., discount, limited-time offer, free trial)?

How long will the sale or promotion run?

Should this promotion target a specific audience segment (e.g., new customers, past clients)?

Will this be promoted via social media, email campaigns, SMS, or all of the above?

What are the key metrics for success (e.g., clicks, conversions, sales revenue)?

Event Promotion

What is the event name, date, time, and location?

Do you need a registration form? What fields should it include?

How will the event be promoted (e.g., email, SMS, social media, website banner)?

Should attendees receive automated follow-up emails or SMS reminders?

Is payment required for the event? If so, what payment options should be integrated?

New User Onboarding

What type of users are being onboarded (e.g., employees, customers, partners)?

What steps should the onboarding process include?

Are there training videos, documents, or guides that should be included?

Should the onboarding process trigger specific workflows (e.g., welcome emails, account setup)?

How long should the onboarding process take from start to finish?

Upleveled Strategies Technical Considerations

Do you already have accounts, workflows, or assets related to this project?

What tools, platforms, or CRMs need to be integrated (e.g., payment gateways, email providers)?

Who will need access to the Upleveled Strategies CRM system for this project?

Content and Creative Needs

What tone or voice should the content use (e.g., professional, friendly, urgent)?

Will Basin Safety provide the content, or do you need help creating it?

Are there specific images, videos, or branding materials to include?

Approval and Review

Who will review and approve the final deliverables?

How many revision rounds are expected?

What final assets will you need (e.g., links, reports, analytics)?

Feedback and Continuous Improvement

Are there any lessons from previous campaigns or projects that we should apply?

Will you need ongoing monitoring, reporting, or updates after launch?

Images and Visual Design

Who will provide the images for this project?

Basin Safety Consulting

Upleveled Strategies

Stock images selected by Upleveled Strategies

Combination of the above

Are there specific image quality requirements (e.g., resolution, format, size)?

Do you have branded images or graphics that must be included (e.g., logos, team photos, product shots)?

What type of imagery fits the project’s tone?

Professional and formal

Friendly and approachable

Minimalistic and clean

Other (please specify):

How should the images be incorporated into the project?

Header banners or hero images

Background elements

Product/service highlight sections

Team photos for personal connection

Other (please describe):

Do you have specific instructions on where images should be placed within the project (e.g., homepage header, next to specific text, call-to-action sections)?

If stock images are needed, do you have any preferences or restrictions (e.g., industry-specific, diversity-focused, winter-themed)?

Should images align with particular branding guidelines (e.g., colors, fonts, overlay text styles)?

When will all required images be submitted to ensure timely project delivery?

Are there any image rights, licenses, or permissions to consider for the images provided?

Approval and Feedback for Images

Who will approve the images used in the project?

How many rounds of revisions are anticipated for image selection and placement?

Are there existing projects, websites, or campaigns you’d like us to use as inspiration for image layout and style?

LINK LIST

Training

Consulting

CONNECT WITH US

Basin Safety Consulting & Training

basinsafetyconsulting

VISIT US

202 48th Ave SW, Williston, ND 58801

2740 Sims St. Suite B Dickinson, ND 58601

(701) 572-8140

[email protected]

BASIN SAFETY CONSULTING CORPORATION

Basin Safety believes in shared excellence. We are accountable to our core values:

● Pioneering Excellence Everyday

● Supporting each other to put customers first

● Asking the right questions, to ensure the greatest results.

BASIN SAFETY CONSULTING CORPORATION

Basin Safety believes in shared excellence. We are accountable to our core values:

● Pioneering Excellence Everyday

● Supporting each other to put customers first

● Asking the right questions, to ensure the greatest results.

VISIT US

202 48th Ave SW, Williston, ND 58801

2740 Sims St. Suite B Dickinson, ND 58601

(701) 572-8140

[email protected]

CONNECT WITH US

Basin Safety Consulting & Training

basinsafetyconsulting

LINK LIST

Training

Consulting

Website or Landing Page Buildouts

Flash Sales or Promotions

New User Onboarding

Upleveled Strategies Technical Considerations

Content and Creative Needs

Approval and Review

Feedback and Continuous Improvement

Images and Visual Design

Approval and Feedback for Images

Training

Consulting

202 48th Ave SW, Williston, ND 58801

2740 Sims St. Suite B Dickinson, ND 58601

Basin Safety Consulting © 2025. All rights reserved.

202 48th Ave SW, Williston, ND 58801

2740 Sims St. Suite B Dickinson, ND 58601

Training

Consulting

Basin Safety Consulting © 2025. All rights reserved.