What kind of business are you?

In your own words — how you'd describe it to someone who asked.

What market do you serve?

We work with one business per market, so this is the first thing we check.

Annual revenue

Rough band is fine. This tells us whether the math works before we take up your time.

What are you spending on ads and leads now, and where?

Everything you pay for to get in front of a customer — platforms and lead vendors both.

Monthly spend

Where — select all that apply

Google Search Local Services Ads Facebook / Instagram Lead vendors (Zillow, Angi, HomeAdvisor) SEO or content Referral and repeat only

Anything else — optional

Where can we see you online?

We'll look before we call. A rough site doesn't count against you.

Website

Social profiles — optional

What happens when a lead calls you today?

We match every ad call to a closed sale by phone number. That only works if calls get answered and the contact gets logged.

Who picks up

I answer personally A team member answers An answering service Voicemail — we call back Honestly, no consistent process

Where does that contact end up?

Who else needs to be part of this decision?

So we bring the right people into the first call instead of repeating it later.

Just me A business partner or spouse A manager or team lead An ops or marketing manager

When would you want this running?

Now Within 30 days 60 to 90 days out Just gathering information

Where do we reach you?

Last step. We'll review your answers and reach out directly.

Name

Phone

Email

Best time to reach you

Morning Midday Afternoon Evening

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