Pre-Discovery Intake Form

The purpose of the pre-discovery form is to gather a few simple details about your business so I can create a custom ROI map tailored to where you are today. These are not meant to be difficult or time-consuming questions, and I do not expect perfect answers. Rough estimates are more than enough. The goal is to get a clear starting point so I can identify opportunities, highlight potential returns, and ensure our strategy is aligned with your current stage of business.

"*" indicates required fields

Business Information

Business Name*

Name*

First Name Last Name

Website URL

Email*

Phone Number*

Current Activity & Performance

How many inbound calls (or web leads/customers) do you typically receive on an average month? A rough average is fine.*

What is your current close rate on those calls? A rough estimate is fine here as well.*

What is your average customer value? How much does a typical customer spend per job/project?*

Are you currently running any paid ads?*

Yes