Website Brief

PLEASE COMPLETE THIS FORM AND DIRECT ANY QUESTIONS TO YOUR FOUNDATIONAL PARTNER MARKETING CONTACT

WEBSITE PROCESS

Upon receipt of your Website Brief, Team Headshots, Bios and copy deck, the marketing team will create a branded website for your firm. This website will be created in a password protected environment to ensure confidentiality during the transformation process. After the site has been created, there will be three rounds of edits. Routine maintenance will occur after the site has launched and changes may be made then, but we encourage partners to make the majority of changes before the site launches.

The following approvals are needed before the site will launch:
» Partner
» CWM, LLC Compliance (if applicable)
» Cetera (or other B/D) Compliance (if applicable)

Once final approvals are received and the Partner has been approved by their state to go live, we will launch the website. Partners will receive login credentials so that they may make minor updates, post blogs, update team bios, etc. The Carson marketing team will be happy to assist, and we have materials online to help train.

  • Website Brief

    *Required Data

  • This will be the URL that your site will go live on:

  • Domain Information

  • Partner Contact Name & Email

  • Please provide any other domains that you would like directed to your new site. Please provide hosting site, login and password for each.

  • Business Social Media Accounts

  • Submitter's Info

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