First Name
Last Name
Business Name
Phone
*
Email
*
Where are you? Most businesses fall into one of two categories:
Doing good but would like to do better
Business is stagnant & need more growth ASAP
How are you getting new customers now?
Are you currently doing any advertising?
Yes
No
If YES to advertising, what are you doing & what’s working best?
If YES to advertising, how many customers does that drive in on average monthly?
Do you have a way to consistently stay in contact with your customers? Such as a communication system.
What is your average ticket per transaction?
On average, how many transactions do you have per day? Per week?
What are the slowest days/times of the week you’d like to get more business?
Send meeting notes to prospect?
Meeting Status
No Show
Not Interested in Service
Interested in Service
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