Website
Does your website pass the 3-second "grunt" test? (What you do, who you serve, and how you can make their life better)
Yes
No
Not Sure
Do you have your phone number in the top right corner on every page?
Yes
No
Do you have a compelling Call-To-Action (CTA) visible on every page?
Yes
No
Is your website mobile-friendly AND mobile-responsive?
Yes
No
Do you offer a "lead magnet" (something of value) on your website?
Yes
No
What Platform Is Your Website Built On?
WordPress
Wix
SquareSpace
Shopify
Weebly
GoDaddy
Not Sure
Reputation
Do you have a proactive strategy to generate a steady stream of new reviews?
Yes
No
Not Sure
How many online reviews do you have?
Do you have reviews on a variety of popular review sources?
Yes
No
Not Sure
Do you actively market your reputation to stand out from your competition?
Yes
No
Not Sure
Are you actively monitoring your online reputation and brand?
Yes
No
Not Sure
Lead Generation
Are you currently generating a steady flow of new leads each month?
Yes
No
Are you currently running Google Ads?
Yes
No
Are You Currently Running Facebook Ads?
Yes
No
Do you have a way of knowing your staff is calling new leads within five minutes?
Yes
No
Do you currently organize manage new leads in a sales pipeline?
Yes
No
No, but we use spreadsheets
Do you currently have the ability to listen to recordings of conversations between new leads and your staff?
Yes
No
Marketing Automation
Do you currently offer a way for new leads to book appointment with you online?
Yes
No
Do you currently send automated email and SMS text reminders for appointments?
Yes
No
Do you have the ability to automate email and SMS text drip campaigns?
Yes
No
Can your staff send text message to leads from a business number without using a personal phone?
Yes
No
Can a prospect send an SMS text to your business (without giving out a personal cell phone number)?
Yes
No
Do You Currently Use A Contact Manager or CRM?
Yes
No
Marketing Budget
What Is Your Approximate Monthly Marketing Budget
< $100/mo
$100-300/mo
$300-500/mo
$500-1000/mo
$1000-2500/mo
$2500-5000/mo
>$5000/mo
Are you interested in implementing any number of the things you responded 'No' to for your business?
Yes
No
Contact Information
First Name
*
Last Name
Email
*
Phone
*
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