New Client Questionnaire

Your initial request has been received. Please complete this questionnaire so I can understand your business, services, customers, and promotion priorities.

Business Information

Business Address Years in Business Briefly Describe the Business * Registered Business Licences, Insurance, Certifications or WCB

Online Pages

Facebook Instagram Google Business Other Important Links

Services and Products

Main Services or Products * Which 3–5 Services Should Be Promoted First? Most Profitable Services Services You Do Not Want Advertised Prices, Starting Prices or Special Offers

Customers and Service Area

Cities and Service Areas How Far Are You Willing to Travel? Ideal Customer

Customer Types

Residential Commercial Contractors and builders Property managers

Business Advantages

Why Should Customers Choose You? Main Advantages Warranty or Guarantee Free Estimates

Photos and Business Materials

What Materials Can You Share With Me?

Completed work photos Before-and-after photos Product photos Owner or team photos Workplace and equipment Short videos Customer reviews Promotions and offers

Customer Communication

How Should Customers Contact You?

Normal Response Time Business Hours Frequently Asked Customer Questions

Current Online Presence

Current Platforms

Who Currently Manages the Pages? Are You Satisfied With the Current Online Presence? What Is Currently Not Working Well?

Business Goals

Main Goals for the Next 3–6 Months

More phone calls More messages More bookings More local recognition More website visitors More reviews Better-looking pages Regular daily content Promote a specific service

What Would Make Our Work Successful for You?

Final Information

Websites or Social Pages Whose Style You Like Colours, Words or Content You Do Not Want Used Anything Else I Should Know?

Tell Me More About Your Business