Kick-Off Questionnaire

Please take your time and be thorough - the more details you
provide, the more effectively we can tailor our approach and
deliver the results you need.

Please take your time and be thorough the more details you provide, the more effectively we can tailor our approach and deliver the results you need.

Business Overview

Full Business Name *

Business Owner / Director *

Company Type (e.g. Sole Trader, Limited) *

Trading Name (if any)

Business Address *

Primary Contact(s) for Updates *

Name
Email
Phone
Role

Point of Contact for Approvals & Feedback *

Name
Email
Phone
Role

Who will handle and respond to the leads generated from our campaigns? *

Name
Email
Phone
Role

Point(s) of Contact for Invoices & Receipts *

Name
Email
Phone
Role

Your Services

Please provide the full list of services you offer *

Which services should we generate new business for? *

What’s the typical price range for these services? *

What does an “ideal job” look like? *

Idea client type (age, family? Type of house, etc.) *

Price point (what is your ideal revenue per job?) *

Job types (Explain the different types of jobs you complete) *

If we max out your current operational capacity with your ideal jobs, what would that mean in terms of monthly revenue and monthly profit? *

Target Locations

Location/radius of operations (in full)

What specific locations do you want to target? (Be as specific as possible)

Please upload or share a screenshot of your ideal service area with annotations, if available.

Offers & Ad Strategy

Are there any special offers or promotions we should be aware of? *

What are your key Unique Selling Points (USPs)? *

What specific pain points do your services solve for clients? (think on an emotional level for your clients). *

Do you have testimonials, awards, certifications, or recognitions we can use? *

Are there any seasonal or time-sensitive services to focus on? *

Is there anything else we need to be aware of for advertising? *

Business Background

How long have you been in business? *

Key milestones or challenges you’ve faced? *

What marketing have you tried before? What worked? What didn’t? (Be as detailed and specific as possible). *

Sales & Booking Process

What happens when a new lead comes in? (Walk us through, step-by-step). *

How do you currently book appointments? *

What booking tools or systems do you use now? (software, programs, etc). *

What information do you typically collect during the booking process? *

Aftercare & Reviews

Do you have any version of an aftercare program for your service? *

Do you have a system for collecting Google or online reviews? If yes, describe the process or tools used. *

Suppliers & Brands

What brands, materials, or suppliers do you work with? *

Could you please provide any relevant website links for these suppliers or brands?

If you have a folder, file, or online library (e.g. Google Drive, Dropbox, brochures) containing information about them, feel free to include it as well.

Other Notes

Is there anything else we should know about your business, challenges, or goals? *

Kick-Off Questionnaire

Please take your time and be thorough - the more details you provide, the more effectively we can tailor our approach and deliver the results you need.

Please take your time and be thorough the more details you provide, the more effectively we can tailor our approach and deliver the results you need.

Please take your time and be thorough - the more details you
provide, the more effectively we can tailor our approach and
deliver the results you need.