Business Consultation Intake Form
Full Name
First Name
Last Name
Mobile Number
Your Email Address
example@example.com
Business Name
Business Main Telephone Number
What industry are you in?
Animal Products/Services
Auto Products/Services
Beauty Products/Services
Business Products/Services
Catering/DJ/Events
Child Care Services
Cleaning Products/Services
Consulting
Dentist
Electician
Florist
Government/Non-Profit
Health & Wellness Products/Services
Healthcare Provider
Home Improvement & Maintenance
HVAC
Insurance
Lawn Care
Legal Services
Locks & Locksmiths
Moving & Storage
Other Home Services
Photography
Plumbing
Real Estate
Roofing
Special Event Venue/Restaurant
Veterinarian
Wedding Products/Services
Other
What are your specialties within your industry?
How far is your business reach?
0-10 Mile Radius
10-35 Mile Radius
35-50 Mle Radius
Over a 50 Mile Radius
How many employees do you have?
0-3
4-8
More than 8
What stage are you in your business?
Start Up
Slow Growth
Re Structure
Quick Growth
Retiring and selling
Closing
Considering Starting
What is your unique market niche or why do people typically choose you over their other options?
Have you ever surveyed or looked at feedback about how you can improve your business?
Yes
No
How do people find your website?
Search Bar
Social Media
Internet Advertising
Voice Search
Videos
Online Reviews
Blogging
Vehicle Wrap
Billboards
Mailers
Magazines
Radio Advertising
TV Ads
Other
Other
What are you wanting people to do when they find your business?
Book Services
Buy Something
Get an estimate
Find Information/Self Help
Other
How do you want people to connect with you?
Text
Email
Chat
Fill Out A Form
Book Online
Call
Other
How quickly do you respond?
Do customers ever ask for information about goods/services/choices/pricing?
Yes
No
How do you provide the information?
Are you, customers and employees always on the same page about work/order/project status?
Yes
No
How do you say Thank you after the transaction?
Receipt
Email
Text
Personally
Other
Do you ask for feedback when the work is finished?
Yes
No
Do you ask for and make it easy for someone to leave an online review?
Yes
No
Do you have a referral program?
Yes
No
How often do you reach out during the year to stay connected to your customers?
And what do you say when you connect?
Happy Birthday
Happy Holidays
Service Reminders
Specials
Community Information
Industry Information
About your business
Other
Tell us how we can help your business:
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