New Client

Let's get started.

Fill this out before our first call. Takes about 5 minutes and helps me prep properly so we don't waste time on the basics.

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Business Marketing Goals Details

Your Business

Basic info about you and the business.

Required
Valid email required
Required
Required
City, region, or states you operate in. Be specific.

Marketing Setup

What's already running and what you're working with.

What do you sell? Be specific — not just "home services".
Rough average revenue per closed client.
What you want to spend on ads per month.
Found in Google Ads top right. Format: 123-456-7890

Goals & Challenges

What you're trying to achieve and where things are breaking down.

What does success look like in 90 days? Required
What's the main thing that isn't working?
Who are you competing against in your market?

Final Details

A few last things that help a lot.

What happens after a lead comes in? Phone call, in-person estimate, online booking?
Previous agencies, platforms, or strategies. What worked and what didn't?
Seasonality, upcoming launches, hard constraints, or anything relevant to the campaign.
✓

All done. Thanks.

I'll review this before our call and come prepared. If anything important is missing I'll reach out ahead of time.