Company Name
*
Contact Name
Email
*
Are you the Owner or Decision Maker?
*
Cell Phone
*
Step 2: Questions about your business
How many services do you offer?
Can you tell me about your top 2-3 services with the highest ROI?
How many locations do you have?
About how many phone calls do you get per day?
Is missed calls a problem for your business?
What makes you different from your competition?
What social media do you use? Select all that apply
Facebook
Instagram
LinkedIn
X
Tiktok
Snapchat
Other
What are your current problems and pain points?
Do you track and nurture (follow up with leads) the entire sales cycle?
How long does it take to close your clients?
Where do you keep up with your leads?
Step 3: Website Related Questions
Do you have a website now?
Yes
No
Website URL
How do you get people to your website now?
Would you like us to audit your current website?
What do you dislike or like about it?
How many leads do you get a month?
What does the current website do to help them be more efficient with time?
Do you carry any certifications in your industry?
Does your industry face any challenges?
Can you write me your 30-second elevator pitch to your prospects?
What could make your website more effective or efficient?
What is your call to action?
Are there any websites that you really like you would like to share with us?
Do you want to sell online? If so what is your current payment processor?
Do you have a lot of forms that would be helpful to have on your website?
Step 4: MARKETING QUESTIONS
Do you have any 5 Year Goals for your business?
Describe your perfect client?
What areas do you service?
Who is your biggest competitor in your service area?
Are you doing any current advertising? Tell me about that
Have you done any previous advertising? Tell me about that
Do you have a monthly budget in mind that you are willing to share?
Do you run specials or promotions? How often?
Do you currently blog or do any email marketing?
Do you have a brand guide for us to follow?
Other Notes You would like us to know about your business