Part 1 - Background Information

What time zone are you in?

Besides yourself, List the names, email addresses and cell phones of any other accounts that you want to have created for the CRM access?

What is your license number if you have one?

How many years have you been involved in the construction industry?

Why did you get started in the construction industry?

What is your favorite part of building custom homes? Or what do you think would be your favorite part , if you have not yet built a custom home?

Any other bullets/information that may be helpful to include in your bio or company's bio

What towns/cities do you want to attract new custom home clients from?

Part 2 - Business Information for A2P Approval (So You Can Text)

The information below will not be posted on your website. We need this information to ensure that your tracking, texting, and phone number are correctly set up and forwarded to your desired location, as well as to get approved for A2P Compliance. Without this information, we will not be able to get your phone number approved for texting.

Why This Information is Important:

To optimize your website’s functionality and compliance, we need specific details to set up various tracking and communication features. A2P (Application-to-Person) Compliance is a regulation that ensures your text messages are delivered efficiently and legally. Providing the necessary information allows us to configure your phone number to meet these compliance standards, ensuring smooth operation and communication with your clients.

What is the area code(s) that are near you? We want try and get you a local number.

What phone number do you want your calls from your website tracking number forwarded to?

What is the legal name of your business?

What is the business physical address?

What is your business type?

What is your EIN number?

Part 3 - Name and Look & Feel

Desired name of your custom home building business/division (1)

(1) Choosing the right name for your custom home building business is crucial for attracting clients. We recommend using your personal name—either first or last—in your business name. Custom home clients prefer a personal touch and typically don't want a typical spec builder or a large company handling their custom home. Names like "Reagan Homes" convey a personal connection and trustworthiness.

Why Personal Names and "Homes" Work:

Personal Connection: A study by the Harvard Business Review found that clients are more likely to trust and engage with businesses that present a personal touch. Using your name helps build this trust.
Brand Recall: Research from Inc.com shows that personalized marketing increases brand recall and customer loyalty.
Specificity: Including the word "Homes" signifies residential construction, which differentiates your business from commercial construction firms. This clarity helps attract the right clients.

Naming Recommendations:

First/Last Name Homes: e.g., Reagan Homes
First/Last Name Custom Homes: e.g., Reagan Custom Homes
First/Last Name Design & Build: e.g., Reagan Design & Build
First/Last Name Builders: e.g., Reagan Builders

Domain Name Matching:

Ensure that your business name matches your domain name for consistency. Consistency is vital for branding and client recognition. If your desired name with "Homes" is already taken as a domain, consider the alternatives listed above.

Keep It Simple: A study by the University of California found that simple and straightforward names are easier for clients to remember.
Think Long-Term: Your business name should be future-proof and flexible enough to grow with your business.
Don't overthink: Go with your gut instinct. If you want additional help figuring out the name, put "help" below.

Domain name if you have one registered(2)

(2)We can help you figure out what name is best. Typically, we recommend names like - ReaganHomes.com, ReaganDesignBuild.com, ReaganDesignAndBuild.com or ReaganCustomHomes.com.

If your existing domain name is something like ReaganConstruction.com or ReaganRemodeling or something similar we do NOT recommend using this name because the website for your custom homes and land development should scream "I am a custom home builder." This is also why we suggest having a separate site dedicated to your custom homes division if you offer other services.

List the links to any social media profiles you want linked or embedded on your website (3)

(3)Linking or embedding your social media profiles on your website increases engagement and provides additional ways for potential clients to connect with you. Including social media links boosts your online presence and improves communication with your audience. Please specify if you prefer just an icon link in the footer, embedding a feed within the website that updates automatically, or both.

Look & Feel and Colors Preference - Also, see samples A, B & C below (4)

I would like to adopt the Reagan Homes colors and look & feel - Recommended (A)

I would like you to use my existing logo and colors as is (B)

I would like you to create a Reagan Homes version of my logo using my existing colors (C)

I am not sure yet

Other (please describe below)

Other look and feel instructions

(4)Based on focus groups, research, and data, we have found that the oval logo with the door knocker of Reagan Homes in blue and white is the most trustworthy. Many of our Wealthy Builder members use the Reagan Homes look and feel because it works well in markets all over the country.

Below are samples of (A) - Adopting the Reagan Homes colors and look & feel (recommended)

Below are samples of (B) - Use your existing logo & colors as is

Below are samples of (C) - Create a Reagan Homes version of your existing logo using your existing colors

Upload Your Existing Logo If You Have One

Part 4 - Email/Calendar

Desired Email Setup (5)

I currently have G-SUITE/Outlook 365 at my business domain name and I would like to continue to use that

I need help in creating G-SUITE/Outlook 365 for my new custom homes domain

I can setup G-SUITE/Outlook365 myself

I am unsure and require help

Other (please describe)

Other - Desired Email Setup

(5) To ensure smooth scheduling and integration with our CRM, your email setup is crucial. We require either Outlook365 or G-Suite, as well as Zoom for meetings. Real-time scheduling of initial phone or Zoom calls is essential for potential custom home clients.

If you’re not using Outlook365, we recommend G-Suite, which is $6/month per email account. We can assist with the G-Suite setup. Thank you for providing this information. It will help us set up your scheduling efficiently and avoid conflicts.

What hours and days do you want to allow people to initially schedule phone or zoom calls? (6)

(6) Scheduling Availability:

Specify the hours you want to allow potential clients to schedule initial calls.
We recommend availability outside normal business hours, including weekends, to accommodate working clients. Suggested hours are:
- Monday to Thursday: 8 am to 7 pm
- Friday to Sunday: 8 am to 2 pm

By using G-Suite, any functions or appointments during these hours will prevent double bookings.

Part 5 - Reviews

Check all sites you think you have 5-star reviews on currently

Additional Client Review #1

Additional Client Review #2

Additional Client Review #3

Additional Client Review #4

Additional Client Review #5

Part 6 - More Trust Building Assets

To position yourself as the go-to custom home builder in your local area, we need to showcase your credentials and achievements. Providing the following assets will help build trust and credibility with potential clients:

Relevant Organizations: List any organizations you are a member of (e.g., BBB, Builders Association).
Manufacturers’ Logos: Check off the major manufacturers’ logos you want to include on your site to enhance credibility (leave unchecked if not applicable).
Awards: List any relevant awards you have won.
Project Photos: Submit photos of your completed projects.

These assets demonstrate your professionalism and expertise.

However, if you don’t have awards, associations, or photos, don’t worry. We have a core set of high-quality photos that will ensure your website looks professional and credible as you get started.

Providing this information will help us create a powerful and trustworthy online presence for your business.

List any relevant organizations you are a member of (such as BBB, Builders Assoc., etc)

List any relevant awards you have won

Check off the major manufacturers' logos you want to include on your site to help build credibility (you can leave all unchecked if you do not want any on your website).

Additional Manufacturers

Pictures

I will email pictures to support@wealthybuilder.com

I will send a dropbox link / google drive link / etc to support@wealthybuidler.com

I do not have any pictures, please use stock photos for now

Any additional files you think we may find helpful?

Any other questions or information that you think would be relevant to building out your website?

If you remember, where did you first hear about Wealthy Builder or Dave Reagan?

What caused you to take take action and sign up for the WBD Marketing Success Suite (This website and CRM)? *

I agree to the terms & conditions and privacy policy provided by the company. By providing my phone number, I agree to receive text messages from the business.

Thank you for taking the time to fill out this form. We look forward to helping you create a powerful online presence that works for you 24/7, representing you as the go-to custom home builder in your local market.