ClearLead Digital Client Strategy Form

This strategy worksheet is designed to help us get to know you, your brand, and your goals — so we can craft a custom digital marketing strategy that delivers real, measurable results. Whether you’re here for SEO, content, or full-service support, your responses will guide our approach and ensure everything we do is aligned with your business priorities.
About You
Name*

First NameLast Name
Job Title
Phone Number*
Format: (000) 000-0000.
Email Address*
Are you the decision maker for this project?*

YesNoOther
How did you hear about us?
- What is the name of your business? *
- What is your business website?*
- Do you have more than one physical location?*
  
  YesNo
- Multiple locations? Please list all addresses here:
- Do you have an internal marketing team or personnel?*
  
  YesNo
- Are you currently or have you ever used SEO or marketing services?*
  
  YesNoOther
- If yes, what did you like or dislike about that experience?
- What company or companies have you used and what services did they provide for you?
- What do you think your website does well?
- What would you like your website to do better?
- List out the top 5 competitors of your business.*
- On average over the past six months, how many leads has your website generated each month?*
- In a perfect world, how many leads would you like your website to generate monthly? *
- What is your average close rate?
- What is your average cost per lead?
- What is your Customer Aquistion Rate?*
- What is your average Customer Lifetime Value?*
  What is the average revenue you generate from a single customer over the lifetime of your relationship?
- What keywords do you rank on Google for?
- What do your target customers search on Google to find your product/service?
- What problem do you solve for your customers?
- Who are you ideal customers? Select all that apply.
  
  Accidential landlordsFirst-time investorsSkilled investorsForeign investorsOut-of-state ownersBusy professionalsMilitary members or frequent travelersPortfolio ownersFix-and-flip investors1031 Exchange investorsShort-term to long term rental convertersMultifamily property ownersHOA and condo boardsREITs or private equity groupsBuilders/DevelopersCorporate Relocation ServicesOther
- How do you currently receive leads through your website? Select all that apply.
  
  Form submissions (e.g. contact forms, service request forms)Phone calls from listed numbersLive chat or chatbot conversationsEmail inquiriesScheduling tools (e.g. Calendly, Appointlet)Text messaging/SMS opt-insLead magnets (e.g. downloads, ebooks, free tools)I don’t know / Not sureOther (please specify)
- How do you currently track or manage incoming leads?*
  
  CRM systemsSpreadsheetsEmail onlyNot currently trackingOther
- Do you have access to your Google Analytics and/or your Google Search Console?*
  
  Google AnalyticsGoogle Search ConsoleNoI dont knowOther
- Are there any specific topics or questions you’d like to cover during our discovery call?
- Is there anything else you would like for us to know?
- Thank you for filling out the form!
  
  We truly appreciate you taking the time to answer these questions — your input helps us better understand your business so we can tailor our digital marketing and SEO strategies to serve you more effectively.
  
  If you have any questions, you can contact our team at hello@clearleaddigital.com.
  
  We’ll review your responses and reach out shortly to schedule your discovery call. Looking forward to connecting!
  
  - The ClearLead Digital Team
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About You