Business Basics

Company Name *

Full Name *

Email *

Phone *

Business Type *

Website

How many employees do you have?

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By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from [BUSINESS NAME] at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Lead Capture

Where do most leads come from? *

Are all leads captured in one place?

What system do you currently use to track leads?

Phone & Response Time

What happens when a customer calls after hours?

How quickly do new leads usually receive a response?

Do missed calls receive an automatic text or follow-up?

Scheduling

Can customers book appointments online?

Do customers receive appointment reminders?

How are appointments managed?

Follow-Up

Do estimates/proposals receive consistent follow-up?

Do inactive leads receive automated follow-up?

What is your biggest follow-up challenge?

Reviews & Visibility

Do you have a repeatable review request process?

Can you easily see how many leads are open, booked, won, or lost?