Client Intake

Tell us how your business runs today.

A few minutes here lets us map your numbers before we talk — so your Strategy Session is about your plan, not paperwork. Skip anything you don't know; we'll fill the gaps together.

Here about a mobile app instead? Start the app project intake.

About your business

Business name *

Your name

Email *

Phone

Website

City

State

What kind of business is it? *

How many people on the team?

What hours are you open?

Who would run these systems day-to-day?

Leads & lead capture

Roughly how many new leads/inquiries per month?

Where do leads come from?

Separate with commas.

When a new lead comes in, what happens to it?

Who handles new leads?

Speed to first response

On average, how many minutes until a new lead gets a first response?

Is that first response automated?

How do you respond first — call, text, email?

Phone calls

Roughly how many inbound calls per month?

Best guess: what % of calls go unanswered?

When a call is missed, does anything follow up automatically (like a text back)?

Booking & no-shows

How do customers book today?

Can they book themselves online?

Roughly what % no-show or cancel?

Do you send appointment reminders automatically?

Follow-up

If a lead doesn't book right away, what follow-up happens?

Is that follow-up automated?

How many follow-up touches before you give up?

Reviews

How do you ask for reviews today?

How many Google reviews do you have?

What's your current star rating?

Are review requests automated after a job?

Visibility

Today, what can you actually see about your leads and jobs?

Do you have a live dashboard?

Your tools

What do you track leads/customers in?

Which tools are you already using?

Is everything in one place, or scattered?

Yes = one place.

The numbers (for your ROI)

What's an average job/customer worth, in dollars?

Of the leads you reach, roughly what % become customers?

Rough monthly revenue? (optional)

What hurts most right now

Pick the ones that sting (choose any). *

Required: business name, email, business type, and what hurts most. Everything else is optional — skip what you don't know.