Cross Creek Realty — Full Project Intake

Phase 1 — Discovery & Brand Assets

Link to official logo(s) Do you have brand fonts or typography guidelines? Do you have brand color values (HEX/RGB)? What core pages do you want on the site? Do you want dedicated pages for neighborhoods or micro-communities? Select one Yes — I'd like to build community landing pages Maybe — Need help deciding No — Just main pages If yes or maybe, what areas or neighborhoods should be highlighted? Any additional content or messaging you'd like included on specific pages?

Phase 2 — IDX Integration & Lead Capture

Do you currently have access to your MLS/IDX provider? Select one Yes — We'll provide credentials No — Need help getting set up Not sure Which MLS region do you use? MLS/IDX Portal Login (Email or Username) MLS API Key / IDX Token (optional) What key site features do you want integrated? How should buyer/seller leads be routed? Select one Email to agent Into CRM Both Do you use a CRM or lead management platform? CRM Login (Email or Username) CMS/Website Admin Login (Email or Username) What platform currently hosts your website? Select one Wix Shopify WordPress Squarespace GoDaddy Website Builder Custom/Other No current website If other platform or custom, please specify:

Phase 3 — Content Population & QA

Do you have recent photos/videos of your agents or office? Select one Yes — We'll share them No — Need them captured Partial — Some assets ready Any neighborhood imagery or video you'd like featured? Will you be providing written content (e.g. bios, blogs, service descriptions)? Select one Yes — We will supply content No — We need help writing it A mix of both

Phase 4 — Launch & Admin Access

Where is your domain registered? Who on your team should have site editing access? Do you want post-launch training and support? Select one Yes — Please train our team Maybe — Let's discuss No — We'll handle it in-house Do you want ongoing SEO, blog writing, or monthly updates?