Primary Contact

First Name (Primary Contact) *

Last Name *

Phone (Primary Contact) *

Email *

Business Information

Business Name (exactly as registered) *

DBA/Brand Name

Website *

Please Confirm Your Email Service Provider *

Google

Outlook

Best Person for Approvals & Strategy Decisions *

List the Emails You'd like to have your Marketing Reports sent to: *

Business Start Year *

Business Structure *

Single location

Multi-location

Service-area business (no storefront)

Hybrid (storefront + service area)

Business Location

Location Name (if applicable)

Full Address (Street, City, State, ZIP) *

Business Hours (including holidays) *

Is this location customer-facing? *

Yes

Do you have more than on Google Business Profile *

Yes

Primary Google Business Profile Link *

List out any Additional Google Business Profile Links

Service Area Businesses (If Applicable)

Do you hide your address on Google?

Yes

Cities, ZIP codes, counties, or regions you actively serve (listed out)

Maximum service radius (miles or km)

Services & Offerings

Services & Offerings *

Primary Services (Top 3–5 that drive most revenue)
Secondary Services
High-margin or Priority Services
Seasonal Services (if any)
Services You Do NOT Want to Promote
Average Transaction Value (if comfortable sharing)

Target Customers & Ideal Clients

Primary Customer Type *

Residential

Commercial

Both

Ideal Customer Description *

Industries You Serve (if B2B)

Customer Pain Points You Solve *

Top Reasons Customers Choose You *

Any Customers You Prefer NOT to Work With *

Service Locations & Market Focus

Service Locations & Market Focus *

Primary Target City / Market
Secondary Cities or Markets
Expansion Markets (future growth)
Areas You Want to Dominate First
Areas You Are Willing to Travel To (but lower priority)

Business Goals & Objectives

Monthly Lead Goal (ideal) *

Revenue Goal (optional)

Top 3 Services You Want to Focus On *

Top 3 Locations You Want to Focus On *

Competitors & Market Landscape

Top 3–5 Local Competitors (URLs preferred) *

Any Competitors You Admire? Why? *

Any Competitors You Consistently Lose Business To?

Success Criteria & Expectations

Success Criteria & Expectations *

What does "success" look like after 3 months?
After 6 months?
After 12 months?
How will you personally measure ROI?

Additional Notes

Anything else we should know about your business, market, or goals?

I confirm that I have reviewed and agree to all terms on the Privacy & Billing Policy.

By submitting this form, you acknowledge and agree to be bound by the terms outlined in the Privacy & Billing Policy. For full program details, resources, and expectations, please review:

Privacy & Billing Policy

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