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-86275

BUSINESS TYPE: Commercial and Investment Residential Lender

LOCATION: Stamford, CT, USA (serving nationwide)

SELECTED PRODUCTS: Pro Website Siteplus, 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: Borrowers in need of financing for commercial and investment properties, including real estate investors and businesses in the cannabis industry, located across the United States. Typically, these are individuals or organizations seeking funding solutions that traditional lenders may not provide, valuing speed and flexibility.

PRIMARY GOALS: Enhance online presence and website effectiveness, Attract and convert borrowers seeking commercial and investment property financing, Position as a financial partner for real estate investors nationwide

BRAND VALUES: Experience and expertise (20+ years in the industry), Flexibility in funding loans that others cannot, Speed and reliability in loan processing

SERVICES OFFERED: Commercial property loans, Investment residential property loans, Specialized financing for hard-to-fund or unconventional loans

COMPETITIVE ADVANTAGES: Over 20 years of industry experience, Ability to fund loans that other lenders cannot or will not, Quick turnaround on loan approvals and funding

BRAND PERSONALITY: Professional, trustworthy, and solution-oriented with a focus on reliability and responsiveness. The brand communicates confidence, expertise, and a willingness to tackle challenging financing scenarios.

UPLOADED CONTENT:
--- Content from pro_website_pro_seo_and_pro_business_directory_in.pdf ---
Pro Website, Pro SEO and Pro Business
Directory IN-23308
Company name:
Network Solutions Professional Services
Request owner:
Nathaniel B
Client name(s):
anthony tomasi (a.tomasi@ajtmfinancialonline.com)
Request due:
03/18/2026
Exported on:
03/20/2026
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1.0 Instructions
Hi anthony tomasi, 
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 Pro Website
2.1 Business Information
When a first-time website visitor sees your site, you want them to quickly gain a clear
understanding of what you offer and be enticed by the business's details. 
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters are also important. Example: Barney's Burgers
& Barbecue     
Example: Barney's Burgers & Barbecue
A.J.T.M. Financial Group, Inc.
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.
We are a Commercial and Investment Residential Lender
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.
20 plus years, funding loans that others won't, quick turn around.
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc. This helps us tailor your
website to your target audience.
Borrowers in need of financing for commercial and investment properties and also the
Cannabis Field
Where do the customers you’re targeting live? 
(approved)
  Please specify the primary location (City, State) you'd like us to target in your SEO
campaign.    
Nationwide
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How many years of experience do you have in the industry? 
(approved)
20 years plus
How many full and part-time employees work for your organization? 
(approved)
8
What is your Industry Vertical for your business? 
(approved)
Example verticals: restaurant, roofing contractor, pediatric dentist, foreign auto repair
All types of commercial properties and investment residential properties
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
2033553625
Email
Enter Email Address info@ajtmfinancialonline.com
Visit us in Person
Enter location address 243 Tresser Blvd 17th Floor Stamford, Ct
06901
File has been exported to:
pro_website/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 Business Email? 
(approved)
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a.tomasi@ajtmfinancialonline.com
What is your Business Address? 
(approved)
243 Tresser Blvd. 17th Floor Stamford, Ct. 06901
Do you want to display your full address? 
(approved)
[X]
Yes
[ ]
No
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–Friday: 9:00 AM – 5:00 PM
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
NA
Instagram
NA
Other
NA
None
NA
File has been exported to: 
pro_website/social_media.csv
Format: CSV
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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 maintain consistency in your
message.
Funding what others can't and won't
Any offers, discounts, specials we should include on your website? Special offers
are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
(approved)
Example: Free consultation, Veterans save 25%, etc.
Loan Brokers protected and backend fees paid on some programs
Logo 
(approved)
Please upload the Logo here, and we’ll incorporate it into the website. If not, that's no
problem; we'll create a simple placeholder logo for your site.
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.
[X]
Yes
[ ]
No
Image(s) Upload 
(approved)
Please upload any marketing collateral here.
No answer given
2.5 Existing Website
Our goal is to gather as much information as possible about your business, enabling us to
understand it and effectively represent you online.
The look of your website is just as important as its information. Our designers will use their
expertise to ensure your website is easy to navigate and visually appealing. This section
will help us personalize your site to fit your brand.    
Do you have an existing website? 
(approved)
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[X]
Yes
[ ]
No
What is the URL for your existing website? 
(approved)
ajtmfinancialonline.com
What do you like about your existing site? 
(approved)
The content
What do you dislike about your existing site? 
(approved)
outdated
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)
Upload any images you would like to be featured on your website here. Our designers will
compliment these images with a vast array of professionally taken photographs to present
your business in the best light.
No answer given
Did you purchase a Rotating Banner? 
(approved)
[X]
Yes
[ ]
No
Please upload 3 to 5 images. 
(approved)
No answer given
Did you purchase a 2nd Rotating Banner? 
(approved)
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[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
No answer given
Did you purchase a 2nd Gallery? 
(approved)
[ ]
Yes
[X]
No
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 Homepage using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page?    
It is on the first page of our current website
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
What is on our site now
Product / Service Page 2 
(approved)
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What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!      
What is on our site now
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!      
what is on our site now
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
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"   
Leave as is check for errors
2.8 eCommerce
Did you purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
2.9 SEO & Directory Information
Our team will use SEO tools to research how people search for these products/services in
Google and Bing.  
Please share any phrases you or your customers use to find you in search
engines. 
(approved)
construction loan, hard money loans, commercial loans, hard to do loans
Are there any search phrases you’d like us to avoid? 
(approved)
Example: cheap, wholesale, Realtor, expert, or common industry terms not related to your
business
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na
Tell us where your Customers live and the primary location (City, State) you'd
like us to target in your SEO campaign. 
(approved)
    SEO is a long-term strategy, and we can expand 
beyond this area as we see improved
performance.           
nationwide
What are your Top 3-5 Products or Services? 
(approved)
Based on your products or services, please share your top 3-5 products/services that you
want our team to target first in your SEO campaign.  SEO is a long-term strategy; we can
expand 
beyond these as we see improved performance.        
Looking to be the real estate investors financial partner
Who is your target audience or ideal customer? 
(approved)
  Example: 30-something 
single men, suburban moms, families, etc.     
  
People in need of real estate financing
Competitor Analysis 
(approved)
 Please tell us about your competitors' websites and what aspects of their business and
online presence you admire (top three).
Please list your top three online competitors.    
Include the link to their website if available.          
No answer given
Tell us about what sets your business apart from your competitors. 
(approved)
Example: The services that drive customers to your business, 
like what product/service
makes you the most money or items that set you apart from others, like voted 
2019 best
burger in Harristown, family-owned business, 30 years experience, 
celebrating our 10th
year       
We fund what other lenders cannot fund
What payment options to do you accept? 
(approved)
[ ]
Visa
[ ]
MasterCard
[ ]
American express
[ ]
Discover
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[ ]
Amazon
[ ]
Ebay
[ ]
PayPal
[ ]
Cash
[ ]
Cheque
[X]
Invoice
[ ]
Western Union
[ ]
Zelle
[ ]
Venmo
[ ]
Apple Pay
[ ]
Google Pay
One of the first things a customer is going to see when they view your business
directory listing is your company name. 
(approved)
We'd like to ensure your company name is accurate for your online marketing services. 
What company name would you like to use?    
A.J.T.M. Financial Group, Inc.
What phone number do you want to advertise on your directory listings? 
(approved)
2033553625
What email address do you want to advertise on your directory listings? 
(approved)
info@ajtmfinancialonline.com
Anything else that would be helpful for us to know? 
(approved)
no
2.10 SEO Website Edits
Note: This section only applies to SEO services with SEO website edits, such as Pro SEO
 
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Assist Subscription, Pro On Page SEO, and/or Pro SEO Content.  
 As part of your SEO campaign, our team will create SEO-friendly text for your website to
help search engines like Google understand which words and phrases your site should rank
for. At the end of each month, we’ll send you a recap of pages we added content to, along
with your monthly SEO report, so you can review the updates. 
Why We Make Changes Directly: To start seeing SEO results, it’s important that this content
is added to your website so that Google can start reviewing it. Our SEO specialists will
revise existing text or add new content to target relevant keywords and improve your
visibility. 
Scope of Changes: We’ll revise or add to your website’s text, focusing on keywords your
audience is searching for, without changing the overall meaning or structure of your
content. 
Request a Change: If you'd like us to modify any of our text, simply log into your Account
Manager dashboard, select “Marketing,” and choose “Request A Change.” You can also
reach out to us by phone. 
Please confirm if we can make these SEO text changes directly to your website:
(approved)
[X]
Yes, please apply these changes directly to my website.
[ ]
No, please send me the changes and I’ll implement them.
[ ]
Not Applicable – I don’t have an SEO service with SEO website edits.
2.11 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.    
We'll begin creating all of your listings in the next 5 to 7 business days. You'll then receive
an email outlining how we're developing your business's online presence. Some online
directories can take as little as a week to begin managing, while others may take over 60
days to actively manage. You can check the progress of these listings in your dashboard.
Our goal is always to ensure our customers are proud of their service, and we will work with
you every step of the way.
Additionally, our team will begin work on your SEO updates shortly. You should have
already received an email outlining the expected timeframe(s) for completing your
optimizations. When the changes are completed, you will receive another email letting you
know that we are done. It is always our goal to ensure that our customers are proud of their
service, and we will work with you every step of the way. 
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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3.0 Network Solutions - Internal Notes Only
3.1 Additional Notes
Additional Notes 
(approved)
FINAL NOTES:
Confirmed business name: A.J.T.M. Financial Group, Inc.
This should reflect to the site's copy
2. How many full and part-time employees work for your organization?
5 full time, 3 part time
3. How do you want your customers to contact you?
Phone: 2033553625
email: info@ajtmfinancialonline.com
Address: 243 Tresser Blvd 17th Floor Stamford, Ct 06901
4. What are your Hours of Operation?
Monday to Friday Open 9:00 AM to 5:00 PM
Saturday and Sunday Close
5. No Social Media
6. The customer uploaded mod-133307 for the logo but it is in a word document, please
disregard and use a placeholder for the LOGO
7. website url: http://www.ajtmfinancialonline.com/
8. Marketing Collateral: No
9. What do you like about your existing site?
In the IOI cx answer " The content" He means we can get the informations from his old site
but then our experts can rewite and enhance it.
10. Which Images would you like us to use? Please upload them here.
The customer says we can use our stock images to make the site look updated.
11. Did you purchase a Rotating Banner?
In the IOI, he answered Yes but the customer just got confused with his products. Please
disregard. The answer is NO
12. Did you purchase a Gallery? Yes
The customer decided to purcahse a Gallery product during the call. The images to use
was uploaded in the IOI under Additional files. It should be a standalone page named
"Deals Funded"
13. Address for SEO | Probiz:
Address: 243 Tresser Blvd 17th Floor Stamford, Ct 06901
14. A pdf was uploaded in the IOI under Additional Files for site content reference. Please
rewrite
15. Anything else that would be helpful for us to know? Rewrite
In the IOI he put " Leave as is check for errors " but when we are talking about the
clarifications, he said we can rewite it and enhance as long as the main informations is
there.
16. Are there any search phrases you’d like us to avoid? N/A
17. What are your Top 3-5 Products or Services?
Construction Financing
Long Term Financing
Hard Money Financing
18. Competitor Analysis: N/A
19. Sitemap:
Home
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Our Programs
Investors
Our Deals - This is the Gallery, it should be a standalone page
Testimonials
Contact Us
Additional File(s) Upload 
(approved)
File has been exported to: 
network_solutions_internal_notes_only/in-
23308_contents_reference.pdf
File size: 134 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/recent-closings-jpeg.jpg
File size: 26.7 KB, Width x Height (px): 291 x 451, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/commercial-closing-for-
sept.jpg
File size: 21.3 KB, Width x Height (px): 233 x 285, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/residential-closing.jpg
File size: 38.4 KB, Width x Height (px): 484 x 325, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm23.jpg
File size: 21.1 KB, Width x Height (px): 333 x 206, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm21.png
File size: 70.3 KB, Width x Height (px): 275 x 183, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm20.jpg
File size: 17 KB, Width x Height (px): 206 x 161, Format: JPG
Uploaded by: N/A
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File has been exported to: 
network_solutions_internal_notes_only/galleryajtm19.jpg
File size: 25.7 KB, Width x Height (px): 333 x 190, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm18.jpg
File size: 26.7 KB, Width x Height (px): 333 x 197, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm17.png
File size: 91.9 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm16.png
File size: 97.8 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm15.png
File size: 103 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm14.png
File size: 118 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm13.png
File size: 98.2 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm12.png
File size: 133 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm11.png
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File size: 98.2 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm9.png
File size: 121 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm8.png
File size: 106 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm7.png
File size: 154 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm6.png
File size: 78.6 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm5.png
File size: 95.9 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm4.png
File size: 110 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm3.png
File size: 132 KB, Width x Height (px): 333 x 222, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm2.png
File size: 129 KB, Width x Height (px): 333 x 229, Format: PNG
Uploaded by: N/A
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File has been exported to: 
network_solutions_internal_notes_only/galleryajtm1.png
File size: 129 KB, Width x Height (px): 333 x 219, Format: PNG
Uploaded by: N/A
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LOWER PRIORITY ADDITIONAL CONTEXT (use only when not conflicting with Final Notes):

Business Name: OP-86275
Business Type: Commercial and Investment Residential Lender
Location: Stamford, CT, USA (serving nationwide)
--- Content from pro_website_pro_seo_and_pro_business_directory_in.pdf ---
Pro Website, Pro SEO and Pro Business
Directory IN-23308
Company name:
Network Solutions Professional Services
Request owner:
Nathaniel B
Client name(s):
anthony tomasi (a.tomasi@ajtmfinancialonline.com)
Request due:
03/18/2026
Exported on:
03/20/2026
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1.0 Instructions
Hi anthony tomasi, 
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 Pro Website
2.1 Business Information
When a first-time website visitor sees your site, you want them to quickly gain a clear
understanding of what you offer and be enticed by the business's details. 
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters are also important. Example: Barney's Burgers
& Barbecue     
Example: Barney's Burgers & Barbecue
A.J.T.M. Financial Group, Inc.
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.
We are a Commercial and Investment Residential Lender
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.
20 plus years, funding loans that others won't, quick turn around.
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc. This helps us tailor your
website to your target audience.
Borrowers in need of financing for commercial and investment properties and also the
Cannabis Field
Where do the customers you’re targeting live? 
(approved)
  Please specify the primary location (City, State) you'd like us to target in your SEO
campaign.    
Nationwide
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How many years of experience do you have in the industry? 
(approved)
20 years plus
How many full and part-time employees work for your organization? 
(approved)
8
What is your Industry Vertical for your business? 
(approved)
Example verticals: restaurant, roofing contractor, pediatric dentist, foreign auto repair
All types of commercial properties and investment residential properties
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
2033553625
Email
Enter Email Address info@ajtmfinancialonline.com
Visit us in Person
Enter location address 243 Tresser Blvd 17th Floor Stamford, Ct
06901
File has been exported to:
pro_website/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 Business Email? 
(approved)
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a.tomasi@ajtmfinancialonline.com
What is your Business Address? 
(approved)
243 Tresser Blvd. 17th Floor Stamford, Ct. 06901
Do you want to display your full address? 
(approved)
[X]
Yes
[ ]
No
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–Friday: 9:00 AM – 5:00 PM
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
NA
Instagram
NA
Other
NA
None
NA
File has been exported to: 
pro_website/social_media.csv
Format: CSV
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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 maintain consistency in your
message.
Funding what others can't and won't
Any offers, discounts, specials we should include on your website? Special offers
are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
(approved)
Example: Free consultation, Veterans save 25%, etc.
Loan Brokers protected and backend fees paid on some programs
Logo 
(approved)
Please upload the Logo here, and we’ll incorporate it into the website. If not, that's no
problem; we'll create a simple placeholder logo for your site.
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.
[X]
Yes
[ ]
No
Image(s) Upload 
(approved)
Please upload any marketing collateral here.
No answer given
2.5 Existing Website
Our goal is to gather as much information as possible about your business, enabling us to
understand it and effectively represent you online.
The look of your website is just as important as its information. Our designers will use their
expertise to ensure your website is easy to navigate and visually appealing. This section
will help us personalize your site to fit your brand.    
Do you have an existing website? 
(approved)
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[X]
Yes
[ ]
No
What is the URL for your existing website? 
(approved)
ajtmfinancialonline.com
What do you like about your existing site? 
(approved)
The content
What do you dislike about your existing site? 
(approved)
outdated
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)
Upload any images you would like to be featured on your website here. Our designers will
compliment these images with a vast array of professionally taken photographs to present
your business in the best light.
No answer given
Did you purchase a Rotating Banner? 
(approved)
[X]
Yes
[ ]
No
Please upload 3 to 5 images. 
(approved)
No answer given
Did you purchase a 2nd Rotating Banner? 
(approved)
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[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
[X]
Yes
[ ]
No
Please upload 5 to 30 images. 
(approved)
No answer given
Did you purchase a 2nd Gallery? 
(approved)
[ ]
Yes
[X]
No
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 Homepage using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page?    
It is on the first page of our current website
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
What is on our site now
Product / Service Page 2 
(approved)
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What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!      
What is on our site now
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!      
what is on our site now
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
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"   
Leave as is check for errors
2.8 eCommerce
Did you purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
2.9 SEO & Directory Information
Our team will use SEO tools to research how people search for these products/services in
Google and Bing.  
Please share any phrases you or your customers use to find you in search
engines. 
(approved)
construction loan, hard money loans, commercial loans, hard to do loans
Are there any search phrases you’d like us to avoid? 
(approved)
Example: cheap, wholesale, Realtor, expert, or common industry terms not related to your
business
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na
Tell us where your Customers live and the primary location (City, State) you'd
like us to target in your SEO campaign. 
(approved)
    SEO is a long-term strategy, and we can expand 
beyond this area as we see improved
performance.           
nationwide
What are your Top 3-5 Products or Services? 
(approved)
Based on your products or services, please share your top 3-5 products/services that you
want our team to target first in your SEO campaign.  SEO is a long-term strategy; we can
expand 
beyond these as we see improved performance.        
Looking to be the real estate investors financial partner
Who is your target audience or ideal customer? 
(approved)
  Example: 30-something 
single men, suburban moms, families, etc.     
  
People in need of real estate financing
Competitor Analysis 
(approved)
 Please tell us about your competitors' websites and what aspects of their business and
online presence you admire (top three).
Please list your top three online competitors.    
Include the link to their website if available.          
No answer given
Tell us about what sets your business apart from your competitors. 
(approved)
Example: The services that drive customers to your business, 
like what product/service
makes you the most money or items that set you apart from others, like voted 
2019 best
burger in Harristown, family-owned business, 30 years experience, 
celebrating our 10th
year       
We fund what other lenders cannot fund
What payment options to do you accept? 
(approved)
[ ]
Visa
[ ]
MasterCard
[ ]
American express
[ ]
Discover
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[ ]
Amazon
[ ]
Ebay
[ ]
PayPal
[ ]
Cash
[ ]
Cheque
[X]
Invoice
[ ]
Western Union
[ ]
Zelle
[ ]
Venmo
[ ]
Apple Pay
[ ]
Google Pay
One of the first things a customer is going to see when they view your business
directory listing is your company name. 
(approved)
We'd like to ensure your company name is accurate for your online marketing services. 
What company name would you like to use?    
A.J.T.M. Financial Group, Inc.
What phone number do you want to advertise on your directory listings? 
(approved)
2033553625
What email address do you want to advertise on your directory listings? 
(approved)
info@ajtmfinancialonline.com
Anything else that would be helpful for us to know? 
(approved)
no
2.10 SEO Website Edits
Note: This section only applies to SEO services with SEO website edits, such as Pro SEO
 
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Assist Subscription, Pro On Page SEO, and/or Pro SEO Content.  
 As part of your SEO campaign, our team will create SEO-friendly text for your website to
help search engines like Google understand which words and phrases your site should rank
for. At the end of each month, we’ll send you a recap of pages we added content to, along
with your monthly SEO report, so you can review the updates. 
Why We Make Changes Directly: To start seeing SEO results, it’s important that this content
is added to your website so that Google can start reviewing it. Our SEO specialists will
revise existing text or add new content to target relevant keywords and improve your
visibility. 
Scope of Changes: We’ll revise or add to your website’s text, focusing on keywords your
audience is searching for, without changing the overall meaning or structure of your
content. 
Request a Change: If you'd like us to modify any of our text, simply log into your Account
Manager dashboard, select “Marketing,” and choose “Request A Change.” You can also
reach out to us by phone. 
Please confirm if we can make these SEO text changes directly to your website:
(approved)
[X]
Yes, please apply these changes directly to my website.
[ ]
No, please send me the changes and I’ll implement them.
[ ]
Not Applicable – I don’t have an SEO service with SEO website edits.
2.11 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.    
We'll begin creating all of your listings in the next 5 to 7 business days. You'll then receive
an email outlining how we're developing your business's online presence. Some online
directories can take as little as a week to begin managing, while others may take over 60
days to actively manage. You can check the progress of these listings in your dashboard.
Our goal is always to ensure our customers are proud of their service, and we will work with
you every step of the way.
Additionally, our team will begin work on your SEO updates shortly. You should have
already received an email outlining the expected timeframe(s) for completing your
optimizations. When the changes are completed, you will receive another email letting you
know that we are done. It is always our goal to ensure that our customers are proud of their
service, and we will work with you every step of the way. 
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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3.0 Network Solutions - Internal Notes Only
3.1 Additional Notes
Additional Notes 
(approved)
FINAL NOTES:
Confirmed business name: A.J.T.M. Financial Group, Inc.
This should reflect to the site's copy
2. How many full and part-time employees work for your organization?
5 full time, 3 part time
3. How do you want your customers to contact you?
Phone: 2033553625
email: info@ajtmfinancialonline.com
Address: 243 Tresser Blvd 17th Floor Stamford, Ct 06901
4. What are your Hours of Operation?
Monday to Friday Open 9:00 AM to 5:00 PM
Saturday and Sunday Close
5. No Social Media
6. The customer uploaded mod-133307 for the logo but it is in a word document, please
disregard and use a placeholder for the LOGO
7. website url: http://www.ajtmfinancialonline.com/
8. Marketing Collateral: No
9. What do you like about your existing site?
In the IOI cx answer " The content" He means we can get the informations from his old site
but then our experts can rewite and enhance it.
10. Which Images would you like us to use? Please upload them here.
The customer says we can use our stock images to make the site look updated.
11. Did you purchase a Rotating Banner?
In the IOI, he answered Yes but the customer just got confused with his products. Please
disregard. The answer is NO
12. Did you purchase a Gallery? Yes
The customer decided to purcahse a Gallery product during the call. The images to use
was uploaded in the IOI under Additional files. It should be a standalone page named
"Deals Funded"
13. Address for SEO | Probiz:
Address: 243 Tresser Blvd 17th Floor Stamford, Ct 06901
14. A pdf was uploaded in the IOI under Additional Files for site content reference. Please
rewrite
15. Anything else that would be helpful for us to know? Rewrite
In the IOI he put " Leave as is check for errors " but when we are talking about the
clarifications, he said we can rewite it and enhance as long as the main informations is
there.
16. Are there any search phrases you’d like us to avoid? N/A
17. What are your Top 3-5 Products or Services?
Construction Financing
Long Term Financing
Hard Money Financing
18. Competitor Analysis: N/A
19. Sitemap:
Home
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Our Programs
Investors
Our Deals - This is the Gallery, it should be a standalone page
Testimonials
Contact Us
Additional File(s) Upload 
(approved)
File has been exported to: 
network_solutions_internal_notes_only/in-
23308_contents_reference.pdf
File size: 134 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/recent-closings-jpeg.jpg
File size: 26.7 KB, Width x Height (px): 291 x 451, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/commercial-closing-for-
sept.jpg
File size: 21.3 KB, Width x Height (px): 233 x 285, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/residential-closing.jpg
File size: 38.4 KB, Width x Height (px): 484 x 325, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm23.jpg
File size: 21.1 KB, Width x Height (px): 333 x 206, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm21.png
File size: 70.3 KB, Width x Height (px): 275 x 183, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm20.jpg
File size: 17 KB, Width x Height (px): 206 x 161, Format: JPG
Uploaded by: N/A
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File has been exported to: 
network_solutions_internal_notes_only/galleryajtm19.jpg
File size: 25.7 KB, Width x Height (px): 333 x 190, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm18.jpg
File size: 26.7 KB, Width x Height (px): 333 x 197, Format: JPG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm17.png
File size: 91.9 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm16.png
File size: 97.8 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm15.png
File size: 103 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm14.png
File size: 118 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm13.png
File size: 98.2 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm12.png
File size: 133 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
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File size: 98.2 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm9.png
File size: 121 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm8.png
File size: 106 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm7.png
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Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm6.png
File size: 78.6 KB, Width x Height (px): 333 x 215, Format: PNG
Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm5.png
File size: 95.9 KB, Width x Height (px): 333 x 215, Format: PNG
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File has been exported to: 
network_solutions_internal_notes_only/galleryajtm4.png
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Uploaded by: N/A
File has been exported to: 
network_solutions_internal_notes_only/galleryajtm3.png
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Uploaded by: N/A
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network_solutions_internal_notes_only/galleryajtm1.png
File size: 129 KB, Width x Height (px): 333 x 219, Format: PNG
Uploaded by: N/A
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Uploaded Files Considered

Uploaded Content Preview

--- Content from pro_website_pro_seo_and_pro_business_directory_in.pdf ---
Pro Website, Pro SEO and Pro Business
Directory IN-23308
Company name:
Network Solutions Professional Services
Request owner:
Nathaniel B
Client name(s):
anthony tomasi (a.tomasi@ajtmfinancialonline.com)
Request due:
03/18/2026
Exported on:
03/20/2026
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1.0 Instructions
Hi anthony tomasi, 
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 Pro Website
2.1 Business Information
When a first-time website visitor sees your site, you want them to quickly gain a clear
understanding of what you offer and be enticed by the business's details. 
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters are also important. Example: Barney's Burgers
& Barbecue     
Example: Barney's Burgers & Barbecue
A.J.T.M. Financial Group, Inc.
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.
We are a Commercial and Investment Residential Lender
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.
20 plus years, funding loans that others won't, quick turn around.
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc. This helps us tailor your
website to your target audience.
Borrowers i