It's Discovery Time!

Take a deep breath and let's get started.  Remember, when you feel like you are "too busy", you always will be.  Let's take our time... Help us gather enough "intelligence" to make an educated recommendation.  Either way, it's a good exercise for any business.
This series of questions is designed for you to do a self-assessment, as well as, for us to capture the necessary information to truly be of value to you and your business.
Let's Rock and Roll!
What's your name? *

This might be what your mother gave you, or if you are creative, you may have given one to yourself that you prefer.
Let's get started with some information about you... To ease your mind, we have a little video to introduce you to us too...  :-) Intermission already?

{{answer_39414817}}, what's the names and roles of your teammates who are completing this form or being interviewed today?

{{answer_39414817}}, Who's the Primary Point Person for us to communicate with and send a proposal to? *

And what's a good cell phone number for {{answer_39414818}}? *

Let's start by getting to know more about your company...

{{answer_39414817}} what is your businesses legal name? *

{{answer_39414817}}, are you doing business under another brand name (DBA) other than, {{answer_39414820}} *

{{answer_39414817}}, if you are Doing Business As a different brand name, what's your DBA "Doing Business As"?

{{answer_39414817}}, do you have a tagline for {{answer_39414820}}? *

What is the Tagline for {{answer_39414820}}?

What year was your {{answer_39414820}} Established? *

{{answer_39414817}}, do you have a current website? *

What's the primary Website Address for {{answer_39414820}}? *

If you don't have a website, maybe you own a websites address you want to use for your new website... that works as well.
What is the main Phone Number for {{answer_39414820}}? *

Do you own multiple phone numbers for tracking various campaigns performance? *

Sometimes this is good, sometimes it's bad, sometimes it's just not necessary - we'll help you determine the criteria for each.
{{answer_39414817}}, how many different numbers are you using, where and why? *

Where are you located - What's the Primary Physical Address for {{answer_39414820}}? *

If you don't have a physical office, just let us know the city and state.
{{answer_39414817}}, do you have more than one physical location? *

# of Physical Locations *

This is important... as we will do a complete analysis for each of your locations to determine if the information is accurate across over 70 local business listings and the all-mighty Google Business Listing.
{{answer_39414817}}, what are the addresses or where can I find them? *

You can post a link to a page on your website to make it easy.
How many service technicians and installers do you have? *

How many people are managing sales leads, proposals and quotes? *

{{answer_39414817}}, what was {{answer_39414820}} Annual Sales - this year or last year? *

GREAT JOB {{answer_39414820}}!  You are making progress... Let's keep movin...

{{answer_39414817}}, if you were referred to our company - please let us know by whom, so we can thank them personally... (we love referrals!)

and our mother's raised us to say thank you :-)
{{answer_39414817}}, what brand is your "Primary Manufacturer" product you are representing? *

This is especially important if you are interested in utilizing accrual or co-op dollars towards your project.
{{answer_39414817}}, what Distributor are you working with in your local area? *

Will you be using accrual or co-op funds for your project? *

{{answer_39414817}}, if you are not sure if you have accrual funds available... call your sales rep at your distributor and ask them... they should be able to tell you if you met the sales goals, have money to spend and when you must spend it by, before you loose it...  (that would be sad).
What manufacture accrual funds will you be using for the project?  If more than one, list both.

SWEET!  {{answer_39414817}}, You are doing amazing!! Now, we want to know what makes your boat float... What products and services do you provide, to whom and where do you provide them.

Take a bathroom break, but don't quit here. In my best actor voice...
Primary Heating and Air Conditioning Products / Services Offered by {{answer_39414820}}: *

Primary Indoor Air Quality Products / Services Offered by {{answer_39414820}}: *

{{answer_39414817}}, do you offer plumbing services? *

Primary Plumbing Services Offered by {{answer_39414820}}:

Do you offer electrical services, {{answer_39414817}}? *

Primary Electrical Services Offered by by {{answer_39414820}}:

How about any home security services? *

Primary Home Security Services offered by {{answer_39414820}}:

Fireplaces? How bout' fireplaces {{answer_39414817}}? *

Just covering all the basis :-)
Primary Fireplace Solutions Offered by {{answer_39414820}}:

Ok... what about Solar solutions?  Does  {{answer_39414820}} offer these services? *

Primary Solar Services Provided by {{answer_39414820}}:

For my mechanical engineers... do you provide any mechanical services? *

Primary Mechanical Services Provided:

And finally, does {{answer_39414820}} do any sales, installation or repair of appliances? *

Primary Appliance Solutions offered:

YOU ROCK!  This isn't that bad is it... :-) Now, let's dive into the specific "Types of Services" for {{answer_39414820}}..

This is a short section - knock it out {{answer_39414817}}
Let's start with an easy question - {{answer_39414817}}, Do you offer residential services? *

Residential Service Types Offered:

ok... do you offer commercial or lite commercial services? *

I have always been curious why it's called lite commercial. Or even if we are spelling it right.  Or even if the customers actually know they are lite and not heavy commercial... things that make you go hmmm....
Commercial Services Types Offered:

Fantastic!  Now, it's best that we have a deeper understanding of your Target Markets...

Residential Target Market Demographics: *

Which are the key market types that {{answer_39414820}}is currently doing business with, surrounded by or want's to target?

Primary Target Markets for Commercial Projects *

Which are the key market types that {{answer_39414820}}is currently doing business with, surrounded by or want's to target?

Focus areas for your business & sales.  List the Cities you want to focus on, in order. *

Typically you will start close (the city that {{answer_39414820}} is located in).  Then you will priorities the cities within driving distance that are your next focus areas.  Let me help prioritize - you would be looking for the targets with the lowest competition, highest opportunity, with the lowest potential cost of doing business.
Let's drill into the Seasonalities of your business based on your weather patterns...

What season is your Most Profitable / Important Season *

What month does Spring typically begin? *

What month does Summer begin? *

What month does the temp start climbing over 80+?

What month does Fall typically begin? *

What month does Winter typically begin? *

Let's get Technical, Technical, I wanna get Technical - let's get into technical.... I'm sure it's your favorite part.

Now, I want to hear you sing it like Olivia Newton-John :-)
Do you have a CRM System (contact relationship management)? *

What CRM System are you using?

What system are you using for accounting? *

What Credit Card Processing Software / System are you using? *

Are you currently using an application or software for dispatching technicians? *

What dispatching software are you using? *

Are you offering financing options to customers? *

What company or banks are you using for financing options for your clients?

Do you currently have any clients set up on Recurring Credit Card billing for maintenance agreements? *

Do you currently sell any retail or ecommerce products that are not accompanied by a service (such as service, installation, replacement, etc) *

My favorite part... Let's review the Marketing systems you are currently using:

If you have a website, what kind of site do you have? *

Content Management Systems (open source, owned and powerful): Wordpress, Joomla, Drupal,
Licensed Website (renting): Wix, GoDaddy Website, Ipages,, YahooSiteBuilder, YellowPages website, Hibu Website
Custom Technology/Templates (you may or may not own): Website provided by manufacturer, hubspot, imarket website, market360 website, etc.
Do you own your website? *

i.e. can you take it and move it somewhere else?
Do you own the 100% of the content on your website? *

Typically the only way to own it is:
1) you wrote it.
2) you paid a content writer to write it.
Are you adding new Blog Content to your website regularly for SEO or marketing? *

Who is writing, optimizing and posting your new blog content?

Do you have a Facebook Page *

Who Manages your Facebook Content Posting?

Do you have a Twitter Account? *

Who Manages your Twitter Content Posting?

Do you have a YouTube Account? *

Do you have a subscription to an email marketing system or drip campaign system?  If so, what system are you using? *

Are you sending your current customers regular email newsletters or communications? *

Do you have a google business listing ( *

Do you have your administrative login and password to your Google Business Listing account?  Typically attached to a GMail account. *

This is very very very important.
SWOT Analysis: Strengths | Weaknesses | Opportunities | Threats (Risks)

Strength's:  What are your companies Greatest Strengths and Assets? *

What are the things that make you great?
What makes you unique in your marketplace?
What marketing activities are showing the most positive results?
What are your greatest assets or strengths?
Weaknesses: Strength's:  What are your companies Greatest Weaknesses? *

Where do you feel like you are struggling the most? 
What are you investing in that's not working?
What are you not doing that you know you should be?
What's holding you back?
Opportunities:  What are your companies Greatest Opportunities? *

What are the greatest immediate opportunities you have to improve?
What are you NOT going to chalk up as a missed opportunity this year?
Where do you feel you have the greatest opportunity to improve over the next 2 years?
Threats:  What are your companies Greatest Threats and Risks? *

What are your biggest threats right now?
What are your biggest risks?
What could cause the greatest loss of opportunity?
What is causing the greatest waste of money or time?
Do you have any reports (analytics, traffic, ranking, etc) that you would like us to review?  Upload here:


Rate this priority: Brand Improvements - Become more current and relevant to today's market position? *

Rate this Priority: Increase new sales leads and opportunities? *

Rate this Priority: Increase Existing Customer Retention, Up-Sales and Referrals *

Rate this Priority: Increase Brand Visibility and Overall Traffic *

Rate this Priority: Acquire new talent - improve recruiting and hiring process *

Rate this Priority: Improve reputation online (reputation management) *

Rate this Priority: Increase reviews and visibility of reviews online *

Rate this Priority: Leverage technology and automation tools to streamline processes and data *

Automation Goals - Allow site visitors and prospects to: *

Top Competitor you would like to beat:


Investment / Budget for Monthly Marketing *

Our ability to accomplish your goals is set by the resources we are allowed to apply to the project.  All our pricing is standardized and we have clients that have monthly marketing investments that range from $500 a month to $50k a month... There are no long term contracts and you are not stuck with any particular plan, this is more about us having the ability to provide you with a proposal that is within a comfortable budget and prioritize what we can accomplish from your lofty list of goals, right now.  We will grow with you.
Additional budgeting information: What are you currently investing in that could be re-allocated to higher leveraged activities and investments? *

Do you have a website of ours or anyone else's that you really love, and would like us to review or use for reference?

Next Steps

Would you like us to complete an analysis and provide you with a proposal based on our review? *

Are you in any contracts that expire soon - therefore you need us to rush? *

When do you need the proposal By? *

Is there a deadline for us to complete this, based on your need to use accrual funds before they expire? *

When would you like to get started or have your decision made by? *

Anything else that we should consider through this process that's important information?

How would you rate this interview and strategy session? *

Submitted By: (Name)

Great Job!!  Thank you for Completing the Interview!  It's a great exercise that will give us the information we need to complete a thorough review and come up with a plan of action!