Client Questionnaire

Fill out the form below to get started on your project!

Basic Information

The purpose of this questionnaire is to better understand you and your business.
IMPORTANT NOTE
This questionnaire is meant to be simple and straightforward, so if you find yourself stumbling on one of them, skip it! You're also welcome to do this over the phone!

"*" indicates required fields

1Contact Information

2Your Customers

3Your Business

4Your Current Marketing

5Helpful Information

Comments

This field is for validation purposes and should be left unchanged.

Let's Get Started

This should only take about 10-15 minutes. We'll walk you through a few sections — start with the easy stuff.

First Name*

Last Name*

Email Address*

Phone Number*

Company Name*

Website URL

Preferred Communication Method

About Your Company

A few details about your business. Skip anything you're not sure about — we can fill in gaps later.

Owner / CEO Name

Year Founded

Business Address

Your main office or HQ address.

Legal Business Name

Exact name as registered with the government / on your tax documents (CP 575). Needed for Google Ads verification.

Business Registration Number (EIN)

9-digit EIN. Required for Google Ads business verification.

Business Regions of Operations

USA and Canada

Europe

Asia / Pacific

Latin America

Africa

Select all regions where you operate. Required for Google Ads verification.

Secondary Phone

If you have a second business number (found on Yelp, BBB, etc.). Helps us check listing consistency.

Emergency / After-Hours Phone

If different from your primary phone. Used for GHL automations and after-hours ad routing.

Business Type

Team Size

Business Hours

Do you offer emergency / after-hours service?

Yes — 24/7

Yes — limited hours

How are after-hours calls handled?

Are you licensed and insured?

Yes

In progress

License Number(s)

Guarantees or Warranties

What do you promise your customers?

Your Services & Pricing

What do you offer and what does it cost? This helps us write accurate ads and landing pages.

What services do you provide?

List everything — even minor services. One per line is fine.

Top 3-5 services you want to be known for

The services we should prioritize in your marketing.

Most profitable services

Services or jobs you DON'T want

Pricing for Your Top 3 Services

This helps us use real numbers in ad copy. Leave blank if you'd rather discuss pricing on a call.

Service 1 — Name

Service 1 — Starting Price

Service 1 — Avg. Job Value

Service 2 — Name

Service 2 — Starting Price

Service 2 — Avg. Job Value

Service 3 — Name

Service 3 — Starting Price

Service 3 — Avg. Job Value

Do you offer free estimates?

Yes

Depends on the service

Do you offer financing?

Yes

Planning to

Any current promotions or specials?

Which months are your busiest?

January

February

March

April

May

June

July

August

September

October

November

December

Select all that apply. Helps us plan seasonal ad campaigns.

Your Customers & Service Area

Who are your best customers and where do you work? This shapes everything from keywords to ad targeting.

Describe your ideal customer

Think about your best customers — the ones you wish you had more of.

Customer age range

18-25

26-40

41-55

56-65

65+

Select all that apply.

Residential, commercial, or both?

Residential

Commercial

Both

Target customer gender

Male

Female

Both / All Genders

Who makes the buying decision in most cases?

How far do you travel for jobs?*

Primary cities or counties you serve

List as many as you can — we use this to build city-specific landing pages for SEO.

What triggers customers to contact you?

Emergency / something broke

Planned repair or upgrade

Referral from a friend

Searching online

Seasonal maintenance

Moving into a new home

Select all that apply.

What frustrates your customers about other providers?

What complaints do you hear from new customers about their last provider?

What's your average job value?

Your best guess is fine.

Out of 10 leads, how many become paying jobs?

This helps us calculate your return on ad spend.

Anything else about your customers we should know?

Your Brand & Voice

This helps us make sure everything we create sounds like YOU — not like a generic marketing agency wrote it.

How would you describe your business to a neighbor at a barbecue?

2-3 sentences. Keep it natural — this becomes your elevator pitch.

Do you have a tagline or slogan?

Company mission or purpose

Optional. If you have a written mission statement, drop it here.

Core values (3-5)

Optional. If you have defined values, list them. If not, we'll help you define them.

What makes you different from competitors?

Be specific. What do you do that others don't? Why should someone pick up the phone and call YOU?

How should your marketing sound?

Words or phrases you LOVE

Phrases from your website, trucks, or ads that feel like YOU.

Words or phrases you HATE

Anything that makes you cringe.

What style of call-to-action fits your brand?

Warm & inviting — 'Give us a call for a free estimate'

Urgent & direct — 'Don't wait — call now!'

Professional & measured — 'Schedule your consultation today'

How should we ask people to contact you in ads and on your website?

Why do customers choose you over the competition?

Competitor #1

Competitor #2

Competitor #3

Your Current Marketing Setup

Tell us what you've already got running. Check 'Not sure' if you don't know — we'll figure it out.

Google Ads account?

Yes

Not sure

Facebook / Instagram Ads?

Yes

Not sure

Google Business Profile (Google Maps)?

Yes

Not sure

Google Analytics?

Yes

Not sure

Google Search Console?

Yes

Not sure

Google Tag Manager?

Yes

Not sure

Other places you've advertised

Include anything past or present.

Current monthly ad spend (all platforms)

What CRM do you use?

Also let us know if you have call tracking set up.

Website hosting provider

Domain registrar

Email marketing tool

Booking / scheduling system

What happens after a lead calls or fills out a form?

Walk us through your process — this helps us optimize for the right kind of leads.

Online Presence & Reviews

Where can people find you online? We'll use this to audit your listings and reviews.

Google Business Profile URL

Facebook Page URL

Instagram URL

Yelp URL

Any other profiles or directories?

Approximate Google review count

Google star rating

Do you actively ask customers for reviews?

Yes — we have a system

Sometimes — but it's informal

No — we should be doing more

What's your biggest challenge with reviews?

Final Details — Almost Done!

Last page! A few questions about your brand assets and goals.

Do you have a logo file?

Yes

Before/after project photos?

Yes

Team or truck photos?

Yes

Brand colors

Just describe them if you don't have hex codes.

Brand fonts

Link to your brand assets

Share a folder with your logo, photos, brand files. We'll send you instructions if you don't have one yet.

Your Goals

What does winning look like?

What are your primary goals?

More Phone Calls

More Form Fills / Messages

More Website Traffic

Brand Awareness

More Reviews

Revenue Growth

Lower Cost Per Lead

Rank Higher on Google

Select all that apply.

Monthly lead target

Monthly revenue goal

What does success look like in 6 months?

In your own words — what would make you feel like this was worth every penny?

Who's the day-to-day contact on your team?

Anything else we should know?