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: Demo Site

BUSINESS TYPE: Music Industry Data Publishing and Reporting

LOCATION: Tenafly, NJ, USA

SELECTED PRODUCTS: Pro Website Siteplus w/Ecomm



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: Professionals, businesses, and enthusiasts in the music and audio industry worldwide, including Asia, Europe, North America, and South America. Audience includes music industry executives, analysts, manufacturers, retailers, and anyone seeking authoritative data and analysis on the music business.

PRIMARY GOALS: Provide comprehensive and authoritative reports about the music industry, Facilitate easy online purchase and delivery of industry data reports, Maintain and enhance the company's reputation as the leading source of music industry data since 1890

BRAND VALUES: Authority in music industry data, Longevity and trustworthiness, Global reach and inclusivity

SERVICES OFFERED: Subscription to music industry data and analysis, One-time purchase of music industry reports (PDF format), Access to exclusive music industry insights and trends

COMPETITIVE ADVANTAGES: Only company providing this specific service in the market, Over 130 years of experience in the music industry, Established reputation and historical presence since 1890

BRAND PERSONALITY: Professional, authoritative, and data-driven with a legacy of trust and expertise. The brand communicates with clarity, reliability, and a focus on delivering actionable insights to a global audience.

UPLOADED CONTENT:
--- Content from pro_website_-_cx_requests_live_call_-_in-23240 2.pdf ---
Pro Website - CX requests Live Call - IN-
23240
Company name:
Network Solutions Professional Services
Request owner:
Aiza B
Client name(s):
Paul Majeski (aiza.balderama88885@newfold.com)
Request due:
03/10/2026
Exported on:
03/11/2026
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1.0 Instructions
Hi Paul, 
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 
Music Trades
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 write reports about the music industry, offer them for sale, and provide customers
with a PDF copy after purchase.
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!
Subscription, Data Reports and Music Industry.
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.
We have no competition, we are the only company providing this service, and we have
been in the music industry since 1890.
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.
People who are interested in the music and audio industry
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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.
They are located all over the world - Asia, Europe, North America, South America literally
worldwide.
Please provide your physical address. 
(approved)
18 Depeyster Ave, Tenafly, NJ 07670
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
N/A – The customer does not want to display a phone number on his
new website.
Email
paul@musictrades.com
Visit Us In Person
18 Depeyster Ave, Tenafly, NJ 07670, but the customer does not want
to display a physical location on his new website.
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)
[ ]
Yes
[X]
No
What number is the best to use to reach you at? 
(approved)
201-655-2307
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What is your Email Address? 
(approved)
paul@musictrades.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)     
Customers prefer not to provide information about how they operate or their hours.
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
None
Instagram
None
Other
None
None
None
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.
The Leading Source of Data and Analysis since 1890!
Any offers, discounts, specials we should include on your website? 
(approved)
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Special offers are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
Example: Free consultation, Veterans save 25%, etc.
No special offers or discount right now.
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. 
File has been exported to: 
business_information/mtlogo_1_.png
File size: 21.7 KB, Width x Height (px): 491 x 89, Format: PNG
Uploaded by: N/A
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)
[X]
Yes
[ ]
No
What is the URL for your existing website? 
(approved)
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https://web.archive.org/web/20260101011043/https://www.musictrades.com/about.html
What do you like about your existing site? 
(approved)
  We'll take this feedback into consideration as we create your new website!
We just want to have this website back. We really like the images.
What do you dislike about your existing site? 
(approved)
  We'll take this feedback into consideration as we create your new website!
No, we actually really like it.
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
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
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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?      
File has been exported to: 
business_information/ssintlretailers2nothisone.png
File size: 1.23 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/ssglobalgood.png
File size: 1.89 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/sstop200good.png
File size: 4.5 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/sstop100good.png
File size: 1.4 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/sscensusgood.png
File size: 653 KB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
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Did you purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a 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 Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page? 
Contents for this is uploaded in the word document.
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
Contents for this is uploaded in the word document.
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!        
Contents for this is uploaded in the word document.
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Contents for this is uploaded in the word document.
Did you purchase a 6th page? 
(approved)
 
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[X]
Yes
[ ]
No
Product / Service Page 6 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 7th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 7 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 8th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 8 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 9th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 9 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
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Did you purchase a 10th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 10 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 11th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 11 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 12th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 12 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 13th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 13 
(approved)
  What Service / Product would you like to showcase?         
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Contents for this is uploaded in the word document.
Did you purchase a 14th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 14 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 15th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 15 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 16th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 16 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 17th page? 
(approved)
[X]
Yes
[ ]
No
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Product / Service Page 17 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 18th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 18 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 19th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 19 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 20th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 20 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Please upload any additional content or documents you would like for us to
consider when creating your website. 
(approved)
No answer given
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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"    
Just it everything as-is.
2.8 eCommerce
Did the customer purchase eCommerce? 
(approved)
[X]
Yes
[ ]
No
Let’s take a moment to gather information about your Store. 
(approved)
Music Industry
What email address do you want to use for your store? 
(approved)
paul@musictrades.com
What address would you like associated to your store? 
(approved)
18 Depeyster Ave, Tenafly, NJ 07670
Customer has images from an existing Website or Facebook 
(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 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
On the wayback machine
Let's talk about your products. Do you have a Product you would like to add?
(approved)
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[X]
Yes
[ ]
No
Product 1 
(approved)
Please double-click the answer field to insert your product information.
Product
Information
Answers
Product Name
Music Industry Census Report
Product Price
PDF: $75, PDF + Excel files: $129.95
Product
Description
Find detailed sales statistics on all music and sound equipment: 55
different categories, average unit prices, sales by price point, unit
volume, retail and wholesale margins, year-to-date, and 10-year
historical data. From grand pianos to power amplifiers and
synthesizers, if it has to do with the creation of sound, our research
department has detailed sales information from the U.S. market.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_1.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a second Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 2 
(approved)
 
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Product
Information
Answers
Product Name
Top 100 Suppliers Report
Product Price
PDF: $45, PDF + Excel files: $79.95
Product
Description
Spreadsheets include 10 years of sales history with year-over-year-
comparisons, employee counts, CEO, and complete contact
information
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_2.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a third Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 3 
(approved)
Product
Information
Answers
Product Name
Top 200 Retailers Report
Product Price
PDF: $65, PDF + Excel files: $119.95
Product
Description
Spreadsheets include five years of sales history with year-over-year
comparisons, store count, employee count, product types sold, CEO
and complete contact information.
Tax Rate
NA
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Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_3.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a fourth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 4 
(approved)
Product
Information
Answers
Product Name
Top 225 Global Report
Product Price
PDF: $75, PDF + Excel files: $119.95
Product
Description
For the top 225 global music companies, spreadsheets include five
years of sales history with year-over-year comparisons, employment
histories, and complete contact information including phone, website,
address and CEO. Spreadsheets also included detailed country by
country sales information as well.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_4.csv
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Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a fifth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 5 
(approved)
Product
Information
Answers
Product Name
Buy All Four
Product Price
PDF+XLSX $279
Product
Description
With our Buy All Four package, you get the best price we offer on four
key reports: the Music Industry Census, Top 100 North American
suppliers report, Top 200 U.S. retailers report, and Top 225 Global
report—all in premium PDF+Excel format with supporting
spreadsheets, historical data, contact information, and more.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_5.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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) 
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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 a sixth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 6 
(approved)
Product
Information
Answers
Product Name
Accessory Market Report
Product Price
$129 PDF+XLSX
Product
Description
The Accessory Market Report, which comes in a PDF and supporting
Excel document, includes the following data for the categories listed
below (2024 Retail Sales, 2024 Wholesale Sales, % Change; 2023
Retail Sales, 2023 Wholesale Sales, % Change; 2022 Retail Sales,
2022 Wholesale Sales, Top Selling Brands)
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_6.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a seventh Product you would like to add? 
(approved)
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[X]
Yes
[ ]
No
Product 7 
(approved)
Product
Information
Answers
Product Name
Quarterly Retail Sales Report
Product Price
$29.95 PDF+XLSX
Product
Description
To help manufacturers and retailers better navigate a disrupted
marketplace, Music Trades has assembled a comprehensive 18-page
analysis of sales trends in the U.S. music products marketplace.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_7.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 an eighth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 8 
(approved)
Product
Information
Answers
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Product Name
Internet Music Retailer Report
Product Price
PDF + Excel files: $69.95
Product
Description
How have online retailers redefined how music products are sold? In
this report on the state of e-commerce in the music industry, we
provide a list of the world’s top 50 music retailing websites ranked by
dollar volume. In total, this group of web retailers accounts for nearly
50% of the industry’s total volume. The report includes 5 years of
sales data, employee counts, products sold, and complete contact
information.
Tax Rate
NA
Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_8.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a ninth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 9 
(approved)
Product
Information
Answers
Product Name
Import Tracker
Product Price
$29.9 5PDF+XLSX
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Product
Description
Every quarter, we report detailed import figures for all product groups
in our Import Tracker. Data in this 30 page report includes import
quantities and values, as well as quantities by top countries.
Tax Rate
NA
Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_9.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a tenth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 10 
(approved)
Product
Information
Answers
Product Name
International Dealer Sales Report
Product Price
PDF: $65, PDF + Excel files: $99.95
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Product
Description
In the Excel document format, this report provides year-over-year
sales data for each of the retailers on our list—plus store and
employee counts, product types sold, and complete contact
information (address, phone, email, and web). In addition, we include
our analysis of the global market, plus facts and figures on where the
business is done. In the PDF document format, the report includes
dealer names, sales, employee and store count, and website contact
information.
Tax Rate
NA
Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_10.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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
2.9 Feature Integrations
Did you purchase a Feature Integration? 
(approved)
[ ]
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
 
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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: Demo Site
Business Type: Music Industry Data Publishing and Reporting
Location: Tenafly, NJ, USA
--- Content from pro_website_-_cx_requests_live_call_-_in-23240 2.pdf ---
Pro Website - CX requests Live Call - IN-
23240
Company name:
Network Solutions Professional Services
Request owner:
Aiza B
Client name(s):
Paul Majeski (aiza.balderama88885@newfold.com)
Request due:
03/10/2026
Exported on:
03/11/2026
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1.0 Instructions
Hi Paul, 
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 
Music Trades
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 write reports about the music industry, offer them for sale, and provide customers
with a PDF copy after purchase.
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!
Subscription, Data Reports and Music Industry.
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.
We have no competition, we are the only company providing this service, and we have
been in the music industry since 1890.
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.
People who are interested in the music and audio industry
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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.
They are located all over the world - Asia, Europe, North America, South America literally
worldwide.
Please provide your physical address. 
(approved)
18 Depeyster Ave, Tenafly, NJ 07670
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
N/A – The customer does not want to display a phone number on his
new website.
Email
paul@musictrades.com
Visit Us In Person
18 Depeyster Ave, Tenafly, NJ 07670, but the customer does not want
to display a physical location on his new website.
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)
[ ]
Yes
[X]
No
What number is the best to use to reach you at? 
(approved)
201-655-2307
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What is your Email Address? 
(approved)
paul@musictrades.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)     
Customers prefer not to provide information about how they operate or their hours.
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
None
Instagram
None
Other
None
None
None
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.
The Leading Source of Data and Analysis since 1890!
Any offers, discounts, specials we should include on your website? 
(approved)
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Special offers are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
Example: Free consultation, Veterans save 25%, etc.
No special offers or discount right now.
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. 
File has been exported to: 
business_information/mtlogo_1_.png
File size: 21.7 KB, Width x Height (px): 491 x 89, Format: PNG
Uploaded by: N/A
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)
[X]
Yes
[ ]
No
What is the URL for your existing website? 
(approved)
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https://web.archive.org/web/20260101011043/https://www.musictrades.com/about.html
What do you like about your existing site? 
(approved)
  We'll take this feedback into consideration as we create your new website!
We just want to have this website back. We really like the images.
What do you dislike about your existing site? 
(approved)
  We'll take this feedback into consideration as we create your new website!
No, we actually really like it.
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
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
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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?      
File has been exported to: 
business_information/ssintlretailers2nothisone.png
File size: 1.23 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/ssglobalgood.png
File size: 1.89 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/sstop200good.png
File size: 4.5 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/sstop100good.png
File size: 1.4 MB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
File has been exported to: 
business_information/sscensusgood.png
File size: 653 KB, Width x Height (px): 1920 x 534, Format: PNG
Uploaded by: N/A
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Did you purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a 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 Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page? 
Contents for this is uploaded in the word document.
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
Contents for this is uploaded in the word document.
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!        
Contents for this is uploaded in the word document.
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Contents for this is uploaded in the word document.
Did you purchase a 6th page? 
(approved)
 
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[X]
Yes
[ ]
No
Product / Service Page 6 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 7th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 7 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 8th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 8 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 9th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 9 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
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Did you purchase a 10th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 10 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 11th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 11 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 12th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 12 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 13th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 13 
(approved)
  What Service / Product would you like to showcase?         
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Contents for this is uploaded in the word document.
Did you purchase a 14th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 14 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 15th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 15 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 16th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 16 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 17th page? 
(approved)
[X]
Yes
[ ]
No
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Product / Service Page 17 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 18th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 18 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 19th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 19 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Did you purchase a 20th page? 
(approved)
[X]
Yes
[ ]
No
Product / Service Page 20 
(approved)
  What Service / Product would you like to showcase?         
Contents for this is uploaded in the word document.
Please upload any additional content or documents you would like for us to
consider when creating your website. 
(approved)
No answer given
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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"    
Just it everything as-is.
2.8 eCommerce
Did the customer purchase eCommerce? 
(approved)
[X]
Yes
[ ]
No
Let’s take a moment to gather information about your Store. 
(approved)
Music Industry
What email address do you want to use for your store? 
(approved)
paul@musictrades.com
What address would you like associated to your store? 
(approved)
18 Depeyster Ave, Tenafly, NJ 07670
Customer has images from an existing Website or Facebook 
(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 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
On the wayback machine
Let's talk about your products. Do you have a Product you would like to add?
(approved)
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[X]
Yes
[ ]
No
Product 1 
(approved)
Please double-click the answer field to insert your product information.
Product
Information
Answers
Product Name
Music Industry Census Report
Product Price
PDF: $75, PDF + Excel files: $129.95
Product
Description
Find detailed sales statistics on all music and sound equipment: 55
different categories, average unit prices, sales by price point, unit
volume, retail and wholesale margins, year-to-date, and 10-year
historical data. From grand pianos to power amplifiers and
synthesizers, if it has to do with the creation of sound, our research
department has detailed sales information from the U.S. market.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_1.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a second Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 2 
(approved)
 
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Product
Information
Answers
Product Name
Top 100 Suppliers Report
Product Price
PDF: $45, PDF + Excel files: $79.95
Product
Description
Spreadsheets include 10 years of sales history with year-over-year-
comparisons, employee counts, CEO, and complete contact
information
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_2.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a third Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 3 
(approved)
Product
Information
Answers
Product Name
Top 200 Retailers Report
Product Price
PDF: $65, PDF + Excel files: $119.95
Product
Description
Spreadsheets include five years of sales history with year-over-year
comparisons, store count, employee count, product types sold, CEO
and complete contact information.
Tax Rate
NA
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Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_3.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a fourth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 4 
(approved)
Product
Information
Answers
Product Name
Top 225 Global Report
Product Price
PDF: $75, PDF + Excel files: $119.95
Product
Description
For the top 225 global music companies, spreadsheets include five
years of sales history with year-over-year comparisons, employment
histories, and complete contact information including phone, website,
address and CEO. Spreadsheets also included detailed country by
country sales information as well.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_4.csv
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Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a fifth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 5 
(approved)
Product
Information
Answers
Product Name
Buy All Four
Product Price
PDF+XLSX $279
Product
Description
With our Buy All Four package, you get the best price we offer on four
key reports: the Music Industry Census, Top 100 North American
suppliers report, Top 200 U.S. retailers report, and Top 225 Global
report—all in premium PDF+Excel format with supporting
spreadsheets, historical data, contact information, and more.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_5.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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) 
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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 a sixth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 6 
(approved)
Product
Information
Answers
Product Name
Accessory Market Report
Product Price
$129 PDF+XLSX
Product
Description
The Accessory Market Report, which comes in a PDF and supporting
Excel document, includes the following data for the categories listed
below (2024 Retail Sales, 2024 Wholesale Sales, % Change; 2023
Retail Sales, 2023 Wholesale Sales, % Change; 2022 Retail Sales,
2022 Wholesale Sales, Top Selling Brands)
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_6.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a seventh Product you would like to add? 
(approved)
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[X]
Yes
[ ]
No
Product 7 
(approved)
Product
Information
Answers
Product Name
Quarterly Retail Sales Report
Product Price
$29.95 PDF+XLSX
Product
Description
To help manufacturers and retailers better navigate a disrupted
marketplace, Music Trades has assembled a comprehensive 18-page
analysis of sales trends in the U.S. music products marketplace.
Tax Rate
NA
Options
NA
Variants
NA
File has been exported to: 
business_information/product_7.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 an eighth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 8 
(approved)
Product
Information
Answers
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Product Name
Internet Music Retailer Report
Product Price
PDF + Excel files: $69.95
Product
Description
How have online retailers redefined how music products are sold? In
this report on the state of e-commerce in the music industry, we
provide a list of the world’s top 50 music retailing websites ranked by
dollar volume. In total, this group of web retailers accounts for nearly
50% of the industry’s total volume. The report includes 5 years of
sales data, employee counts, products sold, and complete contact
information.
Tax Rate
NA
Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_8.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a ninth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 9 
(approved)
Product
Information
Answers
Product Name
Import Tracker
Product Price
$29.9 5PDF+XLSX
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Product
Description
Every quarter, we report detailed import figures for all product groups
in our Import Tracker. Data in this 30 page report includes import
quantities and values, as well as quantities by top countries.
Tax Rate
NA
Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_9.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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 a tenth Product you would like to add? 
(approved)
[X]
Yes
[ ]
No
Product 10 
(approved)
Product
Information
Answers
Product Name
International Dealer Sales Report
Product Price
PDF: $65, PDF + Excel files: $99.95
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Product
Description
In the Excel document format, this report provides year-over-year
sales data for each of the retailers on our list—plus store and
employee counts, product types sold, and complete contact
information (address, phone, email, and web). In addition, we include
our analysis of the global market, plus facts and figures on where the
business is done. In the PDF document format, the report includes
dealer names, sales, employee and store count, and website contact
information.
Tax Rate
NA
Options
NA
Variants
NA
Product
Information
Answers
File has been exported to: 
business_information/product_10.csv
Format: CSV
Do you have any images for this product? Please upload here. 
(approved)
The limit for product images is 3 to 5
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
2.9 Feature Integrations
Did you purchase a Feature Integration? 
(approved)
[ ]
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
 
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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-23240 2.pdf ---
Pro Website - CX requests Live Call - IN-
23240
Company name:
Network Solutions Professional Services
Request owner:
Aiza B
Client name(s):
Paul Majeski (aiza.balderama88885@newfold.com)
Request due:
03/10/2026
Exported on:
03/11/2026
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1.0 Instructions
Hi Paul, 
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 
Music Trades
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 write reports about the music industry, offer them for sale, and provide customers
with a PDF copy after purchase.
What are the top three services or products you'd like featured