First Name
Last Name
Email
Website
Business Name
Address
Street Address
City
State
Country
Country
Postal code
Do You Have A Brand Guide?
Link to Logos/Brand Guide
What Contact Info Would You Like Your Outbound Email Marketing Sent From?
What CRM Are You Currently Using?
Do you use any of the following platforms? (Check all that apply)
Facebook Ads
Google Ads
Bing Ads
TV
Radio
Direct Mail
Billboards
Other Marketing Platforms
Do you use Zapier?
Where is your domain registered? (e.g., GoDaddy, Namecheap)
Who manages your website?
Platform:
Developer/Agency:
Do you currently track where your leads come from?
Yes
No
If yes, how? (e.g., UTMs, CRM tags, call tracking tools)
What’s your average monthly ad spend?
What are your current marketing KPIs (if tracked)?
Cost Per Lead: _____
Cost Per Appointment: _____
Lead to Deal Conversion Rate: _____
Do you use a lead intake team or sales team?
Internal
Outsourced
Mix
