Client Information Sheet

First Name

Last Name

Phone *

Email *

Company

Website

Are you currently generating a steady flow of new leads each month?

Yes

No

Can your staff send text message to leads from a business number without using a personal phone?

Yes

No

Do you currently have the ability to listen to recordings of conversations between new leads and your staff?

Yes

No

Do you currently offer a way for new leads to book a call/appointment with you online?

Yes

No

Do you currently have any auto-mated replies set up for people who message your Facebook page?

Yes

No

Do you currently send automated email/text messages to no-shows encouraging them to re-schedule?

Yes

No

Do you currently send emails/text appointment reminders?

Yes

No

What is your area of interest?

Lead Management

Yes

No

No, but we use spreadsheets

Lead Automation

Yes

No

Year Started

Revenue Estimate

Number of Employees

Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?

Yes

No

Goals

Attract new customers

Encourage repeat business

Increase average order values

Sell more of specific products/services

Urgency to get started

As soon as possible!

Within the next 30 days.

I'm just kind of checking stuff out...nothing urgent.

3. Is it worth an hour of your time?

Yes

No

4. Do you have a written Marketing Strategy?

Yes

No

11. Origin of Website Traffic?

12. What type of paid traffic are you doing right now?

14. Do you know how many of your website visitors leave your site without contacting you?

Yes

No

15. Are you capturing 100% of your website visitors and marketing to them?

Yes

No

22. Are you responding to your reviews

Yes

No

Sometimes

23. Monthly Reviews

0 - 5

6 - 10

10 - 20

20+

24. Is your reputation driving your revenue?

Yes

No

Maybe

I don't think so

25. Do you feel that most of your clients and future customers are on social media?

Yes

No

30. How many offers have your put out on social media in the last 30 days? 90 days?

31. Consistent branding strategy?

Yes

No

34. What type of content marketing or blogging are you doing?

Blogging

Articles

Publications

Other

35. Is your website ranking?

Yes

No

It's getting there

Doesn't matter what we do

36. How many pages is your current website?

39. Do you split test?

Yes

No

40. What type of offers do you make on your website?

41. What's your most profitable product?

42. How are you capturing and following up on leads on your website?