First Name?
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Last Name?
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What's your company name?
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What's your company's website?
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Company's address?
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City?
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State?
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Postal code?
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What timezone you're in?
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Pacific Time
Mountain Time
Central Time
Eastern Time
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What CRM are you using?
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How are you closing your deals?
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Zoom/Google Meet
Phone
In-person
All of them
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How long do your meetings take?
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20-30 minutes
30-45 minutes
45-60 minutes
60-90 minutes
90-120 minutes
120+ minutes
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How much time should be between 2 appts?
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30 minutes
60 minutes
90 minutes
120 minutes
180 minutes
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If we book the first meeting at 10:00 AM, and your meetings are 60 minutes long, it'll be done at 11:00 AM. When can we schedule the next one? After 30m, 60m, 90m, 120m, or 180m?
What's your availability for the appts?
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What's the best phone number to receive texts/questions from your clients?
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What's the best email to receive emails/questions from your clients?
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What geographic location (city, state...) you wanna get your customers from?
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What does your ideal customer look like? What do they act like, what do they spend their money on, what do they get up to in their free time... the more detailed you are, the better our targeting will be!
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What does your ideal customer NOT look like? What are the characteristics that make them not a good fit for you... be as detailed as you can!
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What makes a lead qualified for your business?
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Please mention ALL areas the leads should be qualified based on.
Any objections or concerns from leads would cause you to disqualify them or categorize them as less likely to convert?
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Please upload your logo in the highest quality available.
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Please upload all pictures/videos you have of your business.
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You can upload multiple files here.
Please upload all testimonials you have for your business.
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Database of closed leads?
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Your closed leads are used solely for getting your business reviews. We do NOT use this data for any other purpose. It's 100% exclusive to your company as mentioned in the contract.
Database of lost leads?
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Your lost leads are used solely for getting your business appointments. We do NOT use this data for any other purpose. It's 100% exclusive to your company as mentioned in the contract.
How many appts you're setting a month on average?
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How many deals you're closing a month on average?
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How much do you make per deal on average?
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£
How many appts you're looking for a day?
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How many closers you do have on your team?
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What was your biggest frustration with your past agency?
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Anything else you think we should know?
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