Optional context Website or primary online presence A website is not required. A Google Business Profile or social profile is fine. Phone number Optional — only if a call or text is the easiest way to reach you. What do you sell? A short description is enough — no pitch deck needed. Who do you most want to sell to? For example: homeowners with an urgent repair, operations leaders at multi-location clinics, or local restaurants. Typical sale value or price range If you track average order value, that works too. A best estimate is fine. What proof do you already have? Testimonials, reviews, case studies, referrals, or a short note. Optional. Where do most new leads come from? Examples: referrals, Google search, paid ads, social, networking, repeat customers. “Not sure” is okay. About how many leads or inquiries do you get in a typical month? A range or best estimate is fine. About how many become booked calls, appointments, or jobs? Skip if this does not fit your sales process. About what share of qualified leads become customers? A rough percentage or “not sure” is fine. What usually happens first after someone reaches out? Not sure Phone call Sales call or demo In-person visit Webinar or event Email or message exchange Something else How do people book or take the next step? Calendar link, manual scheduling, walk-in, no formal process, or something else. Where do you keep track of leads now? CRM, spreadsheet, inbox, paper notes, or something else. Do you have a consistent way to follow up with leads who do not buy or book right away? Not sure Yes No Who would make changes to the marketing and sales process? Not sure yet Me Someone on my team An agency or contractor A mix of people Could you or your team make changes and review results weekly? Maybe / depends on the scope Yes No Would anyone else need to be part of a decision or working session? I’m not sure yet No, I can decide Yes, another owner or leader What would need to have happened in the next 30 days for this work to feel like a success? For example: more booked work, faster follow-up, clearer priorities, or confidence about what to fix first.
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