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First Name
Last Name
Email
*
Phone
*
Website
What marketing tactics are you currently using? (check all that apply)
Paid Social
Google Ads
Targeted Display
YouTube or Other Online Video
Email Marketing
Content Marketing
Traditional (Newspaper, Radio, TV, Billboard, Etc.)
Do you believe potential customers know about you?
Yes
No
Do potential customers know what you want them to know about you?
Yes
No
Are you trying to reach potential customers in a certain geographic area? (specific cities/ zip codes)
Do you have a process in place to gather customer contact and lead information?
Yes
No
How many customer/ lead contacts do you have stored
Are you currently generating a steady flow of new leads each month?
Yes
No
If yes, approximately how many new leads do you generate each month?
Do you currently have a series of emails and/or text messages that automatically go out to new leads?
Yes
No
Do you currently organize & manage leads in a pipeline?
Yes
No
No, but we use spreadsheets
Can your staff send text message to leads from a business number without using a personal phone?
Yes
No
Do you currently have a way of knowing your staff is calling new leads within five minutes?
Yes
No
Do you currently have the ability to listen to recordings of conversations between new leads and your staff?
Yes
No
Do you currently offer a way for new leads to book a call/appointment with you online?
Yes
No
Do you currently send email/text appointment reminders?
Yes
No
Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?
Yes
No
Do you currently have any automated replies set up for people who message your Facebook page?
Yes
No
Can you convert visitors on site or location? What specific action do you want site visitors to take?
Will current customers advocate for you? (Reviews, word of mouth, Etc.)
Do you have a defined marketing budget?
Are you interested in implementing any of the things you responded 'No' to for your business?
Yes
No
Additional comments: