Onboarding Survey
Please fill out the below survey
About You!
First Name
*
Last Name
*
Phone
*
Email
*
About You!
Date of birth
Personal Address (for surprises)
*
City
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Province/State
*
Country
*
Country
Zip/Post Code
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Tell us a little about you (hobbies, activities, fav locations/restaurants, etc.)
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Which do you enjoy most?
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Select One...
About Your Business!
Business Name
*
Business Phone Number (for updates)
*
Business Email
*
Business Industry
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Pick One...
Website URL
*
Marketing Information
Do you have a Google My Business profile?
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Yes
No, I need to set one up
List ALL cities & towns you provide your services in
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List ALL of the services you want leads for, in order of priority (1- main service, 2- secondary service, 3- so forth)
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Are there any services you do NOT want to advertise?
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In as much detail as possible, please describe your ideal customer. (e.g. their age, location, gender, interests, hobbies, income level, pain points & why they need your product or service)
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Describe what a good lead looks like and what a bad lead looks like:
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List your top 3 competitors and why
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Why would a customer choose you over your competitor?
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Goals & Budget
How many leads per month that would make this campaign a win:
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What is a new customer worth to you?
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Monthly ad budget you are comfortable with:
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What is your biggest frustration with marketing you have tried before?
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Phone number to use in ads
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How do you typically track where leads come from today? (sheet, crm, etc)
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Anything else you'd like to mention? (copy)
