Website + CRM Assessment

Tell us what your business needs.

A short assessment helps us understand your current setup, what you want to improve, and how your Website + CRM system should be planned.

Step 1 of 3

Business basics

Just enough information for us to understand who you are and where your business operates.

First Name *

Last Name *

Company Name (optional)

Phone Number *

Email *

Province / Location *

Other Province / Location *

City *

Other City *

Industry *

Other Industry *

Current Website (optional)

Step 2 of 3

Your website + CRM needs

Tell us what you already have and what you want the new system to help improve.

What best describes your current setup? *

No website or CRM yetStarting from the beginning. Website onlyI need the CRM and follow-up system. Website + another CRMI want a more connected setup. Not sureI need help deciding what should change.

Primary Goal *

Do you already own a domain? *

What should the system help you do? *

Preferred Date *

Preferred Time *

Preferred Meeting Location *

This assessment is for planning purposes. Your exact website scope, CRM configuration, automation requirements, and timeline are confirmed before work begins.

Step 3 of 3

Terms & Conditions

Please review these points carefully so the monthly plan, ownership terms, and additional usage costs are clear before you proceed.

12-Month Minimum Term & Ownership

The Website + CRM plan requires a minimum commitment of twelve (12) consecutive months. During this initial term, the website design and any new domain registered by Joe Web Solutions as part of the plan remain under Joe Web Solutions' control and are licensed for use while the account is active and in good standing. After the full 12-month term has been completed and all amounts due have been paid, ownership of the eligible custom website design and any eligible domain registered under the plan may be transferred to the client.

Early Cancellation

If the client cancels, stops payment, or otherwise ends the service before completing the required 12-month term, the client does not receive ownership or transfer rights to the website design or to a new domain registered by Joe Web Solutions under the plan. The client may not copy, export, migrate, reproduce, or take the protected design for use with another provider. Any domain the client already owned before starting the service remains the client's property and is not affected by this provision.

Third-Party Usage Costs

The monthly Website + CRM service fee covers the agreed website, CRM setup, workflows, maintenance, and standard support. Certain services are provided by third-party platforms and are usage-based. These charges are separate from the monthly service fee and may increase or decrease depending on actual usage, destination, provider pricing, and selected features.

Phone Number Rental Monthly rental or registration fees for CRM-connected phone numbers may apply.

Calls / Voice Usage Inbound and outbound calls may be billed by duration, destination, carrier, and country.

SMS / MMS Messaging Text and media messages may incur per-message carrier, registration, and messaging fees.

Email Delivery High-volume email sending or dedicated email services may have usage-based delivery costs.

AI / Conversation Features AI agents, AI-generated responses, voice AI, transcription, or similar tools may be billed separately by usage.

Premium Integrations & Apps Paid third-party applications, integrations, payment processors, or premium services are not automatically included.

Third-party rates are controlled by the applicable provider and may change without notice. Joe Web Solutions will identify known recurring or usage-based services during setup whenever reasonably possible, but final third-party charges depend on actual usage and provider pricing.

Transfer & Licensed Components

Ownership transfer after the initial term applies only to eligible custom deliverables created specifically for the client. Third-party software, CRM platforms, licensed fonts, stock media, plugins, applications, templates, integrations, and other licensed components remain subject to their respective providers' terms and are not transferred as intellectual property.

This page provides a plain-language summary of key commercial terms and should be consistent with the final signed service agreement. For maximum protection and enforceability, have your final client agreement reviewed by a qualified lawyer in your jurisdiction.