Customer Summary

System Prompt Used

You are a senior website strategist. Generate ONLY the project_overview and customer_overview sections of a strategic blueprint.

LANGUAGE REQUIREMENTS:
- Use simple, clear language that anyone can understand
- Avoid technical jargon, acronyms, and complex terms
- Write as if speaking directly to a business owner
- Explain everything in plain English
- Use everyday words instead of technical terms
- Make it easy for non-technical people to understand

RULES:
- Return ONLY valid JSON with the exact structure provided
- No extra text, no explanations, no markdown
- Use only verified intake content from real businesses
- Never guess, assume, or fabricate

PROJECT OVERVIEW REQUIREMENTS:
- The executive_summary field is REQUIRED and must contain a comprehensive 2-3 sentence summary
- The executive_summary should describe the business value proposition, competitive positioning, and key differentiators
- Use specific business information from the intake content, not generic descriptions
- The executive_summary must be meaningful and informative, not empty or placeholder text
- DO NOT leave executive_summary as "string" or empty - it must contain actual content

User Context Sent To Model

BUSINESS NAME: OP-85878

BUSINESS TYPE: Private Boat Charter and Guided Tours

LOCATION: Key West, FL, USA

SELECTED PRODUCTS: Pro Website WordPress, Rotating Banner, Gallery



PRODUCT-SPECIFIC REQUIREMENTS:

- Generate recommendations specific to the selected products

- Consider product-specific features, integrations, and requirements

- Ensure blueprint recommendations align with selected product capabilities



TARGET AUDIENCE: Families, tourists, and adventure seekers from all over the world; individuals seeking private, personalized boating experiences including dolphin watching, snorkeling, sandbar cruises, sunset tours, and harbor tours. Psychographics: people interested in nature, marine life, relaxation, and unique local experiences.

PRIMARY GOALS: Enhance online presence to attract new customers, Highlight unique boating and snorkeling experiences, Promote special offers such as military discounts

BRAND VALUES: Expertise and local knowledge, Personalized customer experience, Safety and professionalism

SERVICES OFFERED: Sandbar Cruise, Dolphin Snorkeling & Watching, Sunset Cruise

COMPETITIVE ADVANTAGES: 25 years of local experience as a charter captain, 100-ton master captain with ASA Sailing Instructor certification, Ability to provide guided tours both above and below the water, including swimming with guests and showing shipwrecks and reefs

BRAND PERSONALITY: Friendly, knowledgeable, adventurous, and trustworthy. The brand voice is warm, inviting, and emphasizes expertise and local authenticity. Mariners Reserve is approachable and caters to families and groups seeking memorable experiences.

UPLOADED CONTENT:
--- Content from pro_website_-_cx_requests_live_call_-_in-23197.pdf ---
Pro Website - CX requests Live Call - IN-
23197
Company name:
Network Solutions Professional Services
Request owner:
Mae Antonette L
Client name(s):
Jeff Mcguirt (jemcguirt@gmail.com)
Request due:
03/05/2026
Exported on:
03/05/2026
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1.0 Instructions
Hi [Customer Name], 
Thank you for your purchase! You've taken a great step toward enhancing your online
presence. 
Please complete the attached form to help us understand your website needs,  target
audience, location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content
during this time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
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2.0 Business Information
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters is also 
important).   Example:  Barney's Burgers
& Barbecue 
Mariners Reserve
Give us a brief overview of your business. What do you do? 
(approved)
Example:  We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
I drive a boat. I drive a lot of different boats but particularly for this smaller boat having a
maximum of 6 people, we do dolphin watching, snorkeling trip, sandbar, back country,
sunset tours, harbor tours and that kind of thing. Just take people out on a boat around
Key West FL and show them the views. I get into the water, swim with them and you know
show them shipwrecks and the reef and stuff like that. I swim around just to entertain
people under water and on top. It is a private charter.
What are the top three services or products you'd like featured? 
(approved)
Example:  Casual Dining, Catering, Dine-in, Take Out, Outdoor Seating etc.
Don't forget to include any unique selling points!
Sandbar Cruise
Dolphine Snorkeling & Watching
Sunset Cruise
What makes your business stand out against the competition? 
(approved)
Example: Voted 2019 best burger in Harristown, family-owned business, 30 years
experience, celebrating our 10th year, etc.
We'll use this to highlight what makes your business unique.
I have 25 years of local experience in being a charter captain
What type of customers do you want to attract? 
(approved)
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Example: 20-something cowboys, suburban moms, families, etc.
This helps us tailor your website to your target audience.
It is for everybody but I am leaning towards families
Where do the customers you’re targeting live? 
(approved)
 Example: 20-something cowboys, suburban moms, families, etc.
This helps us tailor your website to your target audience.
All over the world
Please provide your physical address. 
(approved)
Mailing Address: 1200 4th St 207 Key West FL, 33040
2.2 Contact Information
How do you want your customers to contact you? 
(approved)
 Please enter your response, if applicable, in the right-hand column by double-clicking the
field.
 We'll feature these options prominently on your website.     
Contact Option
Answer
Phone
3057411627
Email
info@marinersreservefl.com
Visit Us In Person
Mailing Address: 1200 4th St 207 Key West FL,
33040
File has been exported to:
business_information/how_do_you_want_your_customers_to_contact_you_.csv
Format: CSV
Is this also the best number for us to reach you at? 
(approved)
[X]
Yes
[ ]
No
What is your Email Address? 
(approved)
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info@marinersreservefl.com
What are your Hours of Operation? 
(approved)
Please add 'NA' for any days you are closed, including Saturdays and Sundays.  
Example:
Monday–Friday: 9:00 AM – 5:00 PM 
 Saturday: N/A (Closed)
Sunday: N/A (Closed)     
Monday - Sunday 9:00 AM - 7:30 PM (Sunrise to Sunset with 2, 4, 6, hours available)
2.3 Social Media Links
What social media links do you want displayed on this website? Please enter the URL if
applicable for those noted below.  Please enter NA if not applicable        
Social Media 
(approved)
Please double-click in the column to enter your answer. 
 
Social Media Type
Link to Social media
Facebook
N/A
Instagram
N/A
Other
N/A
None
N/A
File has been exported to: 
business_information/social_media.csv
Format: CSV
2.4 Branding & Promotions
Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done.
We'll use this on your website to keep your message consistent.
25 Years in Paradise!
Any offers, discounts, specials we should include on your website? 
(approved)
Special offers are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
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Example: Free consultation, Veterans save 25%, etc.
Military discount available
Do you have a Logo? Please have the customer upload the Logo via the account
manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
No answer given
Do you have any marketing collateral? 
(approved)
  An existing website, a professional logo, and social media pages, such as Facebook, often
contain valuable information and marketing collateral, including brochures, sales
presentations, and promotional images.    
[ ]
Yes
[X]
no
2.5 Existing Website
Do you have an existing website? 
(approved)
[ ]
Yes
[X]
No
2.6 Images & Galleries
It is essential to maintain a professional and consistent look for your brand across key
locations where customers will encounter your business.         
Which Images would you like us to use? Please upload them here. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
No answer given
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Customer has images from an existing Website or Facebook or Instagram. 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images that will be placed on the website, used in a
Gallery, or displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for Page,
Gallery, or Banner.
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
No answer given
Did you purchase a Rotating Banner? 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please upload 3 to 5 images. 
(approved)
If the customer can log into their account, follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?      
No answer given
Did you purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
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[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?    
No answer given
Did you purchase a 2nd Gallery? 
(approved)
[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?    
No answer given
Did you purchase a 3rd Gallery? 
(approved)
[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
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Find the mods case and add to Pulse Notes. 
What page should this be included on?    
No answer given
2.7 Page Content
 The homepage serves as the virtual front door to your business, encapsulating the essence
of your brand and captivating visitors from the moment they arrive.  It's important that we
highlight the top three services prominently, each with a brief description and a clear call
to action.   We will include exclusive special offers on the homepage that can immediately
capture attention and drive engagement.  We will create three additional Service Pages and
a Contact Page.    
Home Page 
(approved)
Our team will craft the text  for your Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page? 
** The team can craft text for the Home Page using the information provided in the
business overview section **
About  Captain Jeff Mcguirt
I am a 100-ton master captain. With 25 years local experience. I am an ASA (American
Sailing Association) Sailing Instructor and Ca. I started as a life saving instructor during my
early years. I give guided tours above and below the surface of local waters. I am a
certified ordain minister. I can ordain marriages at sea
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
Sandbar Cruise
We have shallow water sandbars off the coast of the mainland Key west FL. Beaming with
wildlife. There are multiple sandbars. We don't supply food during the cruise but coolers
with drinks and water. Customers can bring foods and drinks or other refreshments. This
can be a package deal with Sandbar cruise and Snorkeling and Dolpin viewing. I am a
certified ordained minister offering  
The cruise lasts depending on the package that is included on the cruise. For Snorkeling
and Sandbar Cruise package it would be around 4 or 6 hours.
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!        
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Snorkeling 
We can go snorkeling, reefs, Shipwrecks and sandbar. Get up close to dolphins for viewing.
We provide quality snorkeling gears with fins, masks and floatation devices. I will be your
personal guide who can provide guided tours above and below the surface. During Dolphin
watching, you can see Atlantic Bottlenose Dolpin which you can see year round. This goes
around 4 or 6 hours.  I do as much as I can like adding the Sandbar cruise with Snorkeling
or Sandbar Cruise, Snorkeling and the Sunset Cruise with the requests of the guests.
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Sunset Cruise
This is a 2-hour cruise but if you want more time on the boat, like do sandbar cruise and
snorkeling during the day, we can incorporate these services together During Sunset
Cruise, we usually cruise around the harbor and surrounding waters among the other
sailboats and boats with the scenery. We have a guided tours about the Harbor and the
Key West. Local Historical Tours. It would be popular for couples that wants to be married
at sea.  I am a certified ordain minister. I can ordain marriages at sea
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
Please upload any additional content or documents you would like for us to
consider when creating your website. 
(approved)
No answer given
Anything else that would be helpful for us to know? 
(approved)
For example: if webpage content is uploaded would you like us to "rewrite" the content or
leave it "as-is"    
N/A
2.8 eCommerce
Did the customer purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
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2.9 Feature Integrations
Did you purchase a Feature Integration? 
(approved)
[X]
Yes
[ ]
No
What Feature Integration did you purchase? 
(approved)
[X]
Custom Contact Forms
[ ]
Bulk Image Gallery
[ ]
Paid Content / Members Login
[ ]
Appointment Requests
[ ]
Event Calendar
Custom Contact Forms 
(approved)
The Custom Form add-on can list up to 15 form 
fields. We recommend keeping it under 10
so your customers are not deterred from 
filling it out. 
We need the following information to add the form to the 
website.  
Question
Answer
Form Name:
Check our Availability
Field Values:
Name: Phone Number: Email Address: Size of the Party (Max of 6
people): Day of the Cruise (Add a Calendar selection): Message:
Email address to
receive form
submissions:
info@marinersreservefl.com
Do you need to allow
a file to be attached?
No
What page should
this be included on?
Contact
File has been exported to: 
business_information/custom_contact_forms.csv
Format: CSV
Did you purchase a second Custom Contact Forms 
(approved)
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[ ]
Yes
[X]
No
2.10 Closing
Once your website is complete, you'll receive an email with a link to your website, allowing
you to review it before I call you to complete the Welcome Call. The Welcome Call is crucial;
it enables us to gather your feedback, address any questions you may have, and provide
you with the necessary records to launch your site. Completing the Welcome Call ensures
that your service truly reflects your business.  
For your convenience, if you require assistance with any of your services, including any DIY
tasks you may have, please call us at 888-642-0197.
Thank you for choosing Pro Services        
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LOWER PRIORITY ADDITIONAL CONTEXT (use only when not conflicting with Final Notes):

Business Name: OP-85878
Business Type: Private Boat Charter and Guided Tours
Location: Key West, FL, USA
--- Content from pro_website_-_cx_requests_live_call_-_in-23197.pdf ---
Pro Website - CX requests Live Call - IN-
23197
Company name:
Network Solutions Professional Services
Request owner:
Mae Antonette L
Client name(s):
Jeff Mcguirt (jemcguirt@gmail.com)
Request due:
03/05/2026
Exported on:
03/05/2026
Page 
1
 of 
12
Network Solutions Professional Services
1.0 Instructions
Hi [Customer Name], 
Thank you for your purchase! You've taken a great step toward enhancing your online
presence. 
Please complete the attached form to help us understand your website needs,  target
audience, location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content
during this time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
Page 
2
 of 
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Network Solutions Professional Services
2.0 Business Information
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters is also 
important).   Example:  Barney's Burgers
& Barbecue 
Mariners Reserve
Give us a brief overview of your business. What do you do? 
(approved)
Example:  We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
I drive a boat. I drive a lot of different boats but particularly for this smaller boat having a
maximum of 6 people, we do dolphin watching, snorkeling trip, sandbar, back country,
sunset tours, harbor tours and that kind of thing. Just take people out on a boat around
Key West FL and show them the views. I get into the water, swim with them and you know
show them shipwrecks and the reef and stuff like that. I swim around just to entertain
people under water and on top. It is a private charter.
What are the top three services or products you'd like featured? 
(approved)
Example:  Casual Dining, Catering, Dine-in, Take Out, Outdoor Seating etc.
Don't forget to include any unique selling points!
Sandbar Cruise
Dolphine Snorkeling & Watching
Sunset Cruise
What makes your business stand out against the competition? 
(approved)
Example: Voted 2019 best burger in Harristown, family-owned business, 30 years
experience, celebrating our 10th year, etc.
We'll use this to highlight what makes your business unique.
I have 25 years of local experience in being a charter captain
What type of customers do you want to attract? 
(approved)
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Example: 20-something cowboys, suburban moms, families, etc.
This helps us tailor your website to your target audience.
It is for everybody but I am leaning towards families
Where do the customers you’re targeting live? 
(approved)
 Example: 20-something cowboys, suburban moms, families, etc.
This helps us tailor your website to your target audience.
All over the world
Please provide your physical address. 
(approved)
Mailing Address: 1200 4th St 207 Key West FL, 33040
2.2 Contact Information
How do you want your customers to contact you? 
(approved)
 Please enter your response, if applicable, in the right-hand column by double-clicking the
field.
 We'll feature these options prominently on your website.     
Contact Option
Answer
Phone
3057411627
Email
info@marinersreservefl.com
Visit Us In Person
Mailing Address: 1200 4th St 207 Key West FL,
33040
File has been exported to:
business_information/how_do_you_want_your_customers_to_contact_you_.csv
Format: CSV
Is this also the best number for us to reach you at? 
(approved)
[X]
Yes
[ ]
No
What is your Email Address? 
(approved)
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info@marinersreservefl.com
What are your Hours of Operation? 
(approved)
Please add 'NA' for any days you are closed, including Saturdays and Sundays.  
Example:
Monday–Friday: 9:00 AM – 5:00 PM 
 Saturday: N/A (Closed)
Sunday: N/A (Closed)     
Monday - Sunday 9:00 AM - 7:30 PM (Sunrise to Sunset with 2, 4, 6, hours available)
2.3 Social Media Links
What social media links do you want displayed on this website? Please enter the URL if
applicable for those noted below.  Please enter NA if not applicable        
Social Media 
(approved)
Please double-click in the column to enter your answer. 
 
Social Media Type
Link to Social media
Facebook
N/A
Instagram
N/A
Other
N/A
None
N/A
File has been exported to: 
business_information/social_media.csv
Format: CSV
2.4 Branding & Promotions
Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done.
We'll use this on your website to keep your message consistent.
25 Years in Paradise!
Any offers, discounts, specials we should include on your website? 
(approved)
Special offers are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
Page 
5
 of 
12
Network Solutions Professional Services
Example: Free consultation, Veterans save 25%, etc.
Military discount available
Do you have a Logo? Please have the customer upload the Logo via the account
manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
No answer given
Do you have any marketing collateral? 
(approved)
  An existing website, a professional logo, and social media pages, such as Facebook, often
contain valuable information and marketing collateral, including brochures, sales
presentations, and promotional images.    
[ ]
Yes
[X]
no
2.5 Existing Website
Do you have an existing website? 
(approved)
[ ]
Yes
[X]
No
2.6 Images & Galleries
It is essential to maintain a professional and consistent look for your brand across key
locations where customers will encounter your business.         
Which Images would you like us to use? Please upload them here. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
No answer given
Page 
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Customer has images from an existing Website or Facebook or Instagram. 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images that will be placed on the website, used in a
Gallery, or displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for Page,
Gallery, or Banner.
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
No answer given
Did you purchase a Rotating Banner? 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please upload 3 to 5 images. 
(approved)
If the customer can log into their account, follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?      
No answer given
Did you purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
Page 
7
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[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?    
No answer given
Did you purchase a 2nd Gallery? 
(approved)
[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?    
No answer given
Did you purchase a 3rd Gallery? 
(approved)
[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
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Find the mods case and add to Pulse Notes. 
What page should this be included on?    
No answer given
2.7 Page Content
 The homepage serves as the virtual front door to your business, encapsulating the essence
of your brand and captivating visitors from the moment they arrive.  It's important that we
highlight the top three services prominently, each with a brief description and a clear call
to action.   We will include exclusive special offers on the homepage that can immediately
capture attention and drive engagement.  We will create three additional Service Pages and
a Contact Page.    
Home Page 
(approved)
Our team will craft the text  for your Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page? 
** The team can craft text for the Home Page using the information provided in the
business overview section **
About  Captain Jeff Mcguirt
I am a 100-ton master captain. With 25 years local experience. I am an ASA (American
Sailing Association) Sailing Instructor and Ca. I started as a life saving instructor during my
early years. I give guided tours above and below the surface of local waters. I am a
certified ordain minister. I can ordain marriages at sea
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
Sandbar Cruise
We have shallow water sandbars off the coast of the mainland Key west FL. Beaming with
wildlife. There are multiple sandbars. We don't supply food during the cruise but coolers
with drinks and water. Customers can bring foods and drinks or other refreshments. This
can be a package deal with Sandbar cruise and Snorkeling and Dolpin viewing. I am a
certified ordained minister offering  
The cruise lasts depending on the package that is included on the cruise. For Snorkeling
and Sandbar Cruise package it would be around 4 or 6 hours.
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!        
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Snorkeling 
We can go snorkeling, reefs, Shipwrecks and sandbar. Get up close to dolphins for viewing.
We provide quality snorkeling gears with fins, masks and floatation devices. I will be your
personal guide who can provide guided tours above and below the surface. During Dolphin
watching, you can see Atlantic Bottlenose Dolpin which you can see year round. This goes
around 4 or 6 hours.  I do as much as I can like adding the Sandbar cruise with Snorkeling
or Sandbar Cruise, Snorkeling and the Sunset Cruise with the requests of the guests.
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Sunset Cruise
This is a 2-hour cruise but if you want more time on the boat, like do sandbar cruise and
snorkeling during the day, we can incorporate these services together During Sunset
Cruise, we usually cruise around the harbor and surrounding waters among the other
sailboats and boats with the scenery. We have a guided tours about the Harbor and the
Key West. Local Historical Tours. It would be popular for couples that wants to be married
at sea.  I am a certified ordain minister. I can ordain marriages at sea
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
Please upload any additional content or documents you would like for us to
consider when creating your website. 
(approved)
No answer given
Anything else that would be helpful for us to know? 
(approved)
For example: if webpage content is uploaded would you like us to "rewrite" the content or
leave it "as-is"    
N/A
2.8 eCommerce
Did the customer purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
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2.9 Feature Integrations
Did you purchase a Feature Integration? 
(approved)
[X]
Yes
[ ]
No
What Feature Integration did you purchase? 
(approved)
[X]
Custom Contact Forms
[ ]
Bulk Image Gallery
[ ]
Paid Content / Members Login
[ ]
Appointment Requests
[ ]
Event Calendar
Custom Contact Forms 
(approved)
The Custom Form add-on can list up to 15 form 
fields. We recommend keeping it under 10
so your customers are not deterred from 
filling it out. 
We need the following information to add the form to the 
website.  
Question
Answer
Form Name:
Check our Availability
Field Values:
Name: Phone Number: Email Address: Size of the Party (Max of 6
people): Day of the Cruise (Add a Calendar selection): Message:
Email address to
receive form
submissions:
info@marinersreservefl.com
Do you need to allow
a file to be attached?
No
What page should
this be included on?
Contact
File has been exported to: 
business_information/custom_contact_forms.csv
Format: CSV
Did you purchase a second Custom Contact Forms 
(approved)
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[ ]
Yes
[X]
No
2.10 Closing
Once your website is complete, you'll receive an email with a link to your website, allowing
you to review it before I call you to complete the Welcome Call. The Welcome Call is crucial;
it enables us to gather your feedback, address any questions you may have, and provide
you with the necessary records to launch your site. Completing the Welcome Call ensures
that your service truly reflects your business.  
For your convenience, if you require assistance with any of your services, including any DIY
tasks you may have, please call us at 888-642-0197.
Thank you for choosing Pro Services        
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Uploaded Files Considered

Uploaded Content Preview

--- Content from pro_website_-_cx_requests_live_call_-_in-23197.pdf ---
Pro Website - CX requests Live Call - IN-
23197
Company name:
Network Solutions Professional Services
Request owner:
Mae Antonette L
Client name(s):
Jeff Mcguirt (jemcguirt@gmail.com)
Request due:
03/05/2026
Exported on:
03/05/2026
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1.0 Instructions
Hi [Customer Name], 
Thank you for your purchase! You've taken a great step toward enhancing your online
presence. 
Please complete the attached form to help us understand your website needs,  target
audience, location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content
during this time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
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2.0 Business Information
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters is also 
important).   Example:  Barney's Burgers
& Barbecue 
Mariners Reserve
Give us a brief overview of your business. What do you do? 
(approved)
Example:  We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
I drive a boat. I drive a lot of different boats but particularly for this smaller boat having a
maximum of 6 people, we do dolphin watching, snorkeling trip, sandbar, bac