Section 01 of 07

Business overview

Let's start with the basics — this helps us position your marketing and speak to the right audience.

Full name *

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Business name *

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Best contact email *

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Best contact number *

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Website URL

Industry / niche

What services do you offer? *

List all services, in order of priority.

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Typical price point / minimum job value

How do you currently get clients?

Section 02 of 07

Goals & expectations

Understanding what success looks like ensures we're building toward the same targets.

Primary goal for working with us *

The #1 outcome you want from this engagement.

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What would success look like after 90 days? *

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Monthly ad budget

Run paid ads before?

Previous ad experience (if any)

What worked, what didn't — share any data you have.

Biggest frustration with marketing right now

Section 03 of 07

Ideal customer

The clearer the picture, the sharper the targeting.

Describe your ideal customer *

Age, location, homeowner vs. renter, budget, urgency, property type.

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Minimum job value that makes sense for you

Service area / max travel distance

Common objections customers have

Section 04 of 07

Offer & sales process

Tell us what you want to focus on and how enquiries get handled — we'll build the funnel around it.

Which job type is your highest priority?

The one service you most want to grow — this becomes your lead campaign.

Main offer we're promoting

The specific service or package we're driving traffic to.

How do you currently handle new enquiries? *

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How would you prefer to handle new enquiries? *

Some clients use an appointment setter to manage follow-up and bookings. Others handle it internally. Which do you prefer, and why?

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Section 05 of 07

Brand & marketing assets

We'll use these to make sure everything looks and sounds like you.

Photos or videos of your work *

Before/after, team on-site, vehicles, finished jobs, etc. Describe what you have, or provide resources in a Drive folder shared to you.

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Reviews or testimonials you have available *

Google, Facebook, screenshots, written, video, etc.

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How comfortable are you being featured in your own ads? *

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Do you have a Meta Business Suite account? *

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Brand colours / style guide

Optional — share a link or describe below.

Section 06 of 07

Competition & past experience

Helps us position you correctly in your market.

Who are your main competitors in your area? *

Links or names if possible.

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What have you tried in the past before working with us? *

Past agencies, DIY marketing, what worked or didn't.

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Section 07 of 07

Communication & final details

Last step. Let us know how to reach you and anything else before we kick off.

Best days / times to reach you

How often would you like performance updates?

Anyone else on your team to include?

Name, role, and email for anyone who needs visibility.

Anything else we should know?

Past agency experiences, specific concerns, or goals we haven't covered.

✓

Thanks — you're all set

We've received your answers and will be in touch shortly to kick things off.