Brand & Online Presence
Is your website updated with recent projects, photos, and accurate information?
Yes
No
Do you have an easy way for prospects to schedule an estimate or consultation online?
Yes
No
Does your business appear strong and active online (Google, Facebook, Instagram, Houzz, etc.)?
Yes
No
Do you collect and request reviews from past clients?
Yes
No
Do you share reviews, project photos, or past work with new leads to build trust?
Yes
No
Marketing Visibility
Do you have a single place where every new lead is saved and tracked? (form submission, phone call, inquiry, etc.)
Yes
No
Can you see your lead numbers, sales pipeline, and performance data without digging through multiple systems?
Yes
No
Do you know which marketing sources bring you the best leads (Google, social, referrals, paid ads, etc.)?
Yes
No
Do you track which marketing channels generated the leads that actually turned into signed contracts?
Yes
No
When a lead contacts you, do you respond the same day or within 24 hours?
Yes
No
Lead Conversion System
Do you have a clear, repeatable sales process that you or your team follow with every prospect?
Yes
No
If you miss a call, do you have a reliable system to follow up automatically or manually?
Yes
No
Do you follow up after sending a quote to help move the prospect toward a decision?
Yes
No
Do you follow up with old leads from 1–6 months ago to see if they’re still considering a purchase?
Yes
No
Do you feel 100% confident that leads aren’t slipping through the cracks due to lack of follow-up or unclear processes?
Yes
No
First Name
*
Last Name
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Email
*
Company Website
*
Company Name
*
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