Full Name
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Email Address
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Phone Number
Please enter a valid phone number.
Business Name
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Website URL (if you have one)
If you don't have a website, how do you currently generate leads?
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Door-knocking / in-person
Lead aggregators (Angi, HomeAdvisor, Thumbtack)
Social media (Facebook, Instagram)
Referrals/word-of-mouth
Other
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What industry are you in?
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Please Select
Coaching/Consulting
Service Business (Roofing, HVAC, Solar, etc.)
SaaS
Ecommerce
Agency
Others
Please enter the industry you're in
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What is your current average monthly revenue?
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Please Select
Under $10K/month
$10K-$15K/month
$15K-$30K/month
$30K-$50K/month
$50K-$100K/month
$100K+/month
What is your average deal/project size?
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Please Select
Under $1,000
$1,000-$3,000
$3,000-$5,000
$5,000-$10,000
$10,000-$25,000
$25,000-$50,000
$50,000+
How long have you been in business?
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Please Select
Less than 6 months
6 months - 1 year
1-3 years
3-5 years
5+ years
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Are you currently running paid ads?
Yes, Facebook Ads
Yes, Google Ads
Yes, both Facebook and Google
No, but I want to
No, and I'm not interested in paid ads
How much are you currently spending on marketing per month?
Please Select
$0-$500/month
$500-$1,000/month
$1,000-$2,500/month
$2,500-$5,000/month
$5,000+/month
Not currently spending on marketing
What CRM/tools are you currently using?
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GoHighLevel
HubSpot
ActiveCampaign
Salesforce
Zoho
Jobber
ServiceTitan
Spreadsheets/Manual tracking
None - need to set one up
Other
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How many leads are you generating per month right now?
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Please Select
0-10 leads/month
10-25 leads/month
25-50 leads/month
50-100 leads/month
100+ leads/month
What percentage of your leads book an appointment or call with you?
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Please Select
I don't know
Less than 10%
10-25%
25-40%
40-60%
60%+
Do you have a follow-up system for leads who don't book immediately?
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Yes, automated email/SMS sequences
Yes, manual follow-up (I or my team reach out)
Somewhat - it's inconsistent
No, once they don't book, they're gone
Other
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What is your #1 marketing/lead generation challenge right now?
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What have you already tried to solve this problem?
Hired previous agency/freelancer
Tried DIY with courses/YouTube
Built landing pages but no results
Ran Facebook Ads (didn't work)
Email marketing (inconsistent)
Cold calling/outreach
SEO/Content marketing
Nothing yet - just getting started
If you could solve ONE thing in your business in the next 90 days, what would it be?
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What is your specific 90-day goal?
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When are you looking to get started?
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Please Select
ASAP (within 1-2 weeks)
Within the next month
1-2 months
2-3 months
Just exploring options for now
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What is your monthly budget for a complete client acquisition system?
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Please Select
Under $1,000/month
$1,000-$2,000/month
$2,000-$3,000/month
$3,000-$5,000/month
$5,000-$8,000/month
$8,000+/month
Not sure yet - want to understand what's involved first
Are you ready to invest in building a complete system? (setup fee + monthly retainer)?
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Please Select
Yes, I'm ready to invest and move forward
Yes, but I want to learn more about what's included first
I need to discuss with my business partner/team first
Just exploring options - not ready to commit yet
Have you worked with a marketing agency or automation specialist before?
Yes, and it went well
Yes, but it didn't work out
No, this would be my first time
Currently working with someone
Other
If yes to the previous question, what didn't work about your last agency/specialist?
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Is there anything else we should know about your business or situation?
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