Pre-Call Intake

Tell Us About Your Business

A 5-minute survey before our call. Your answers help us show up ready to talk about your business specifically, not generic ones.

This form is confidential. Your answers help us spot the real opportunities in your business before we meet, so we don't burn our 30 minutes on questions you could've answered in your truck. The more honest the answers, the more useful the call. If you don't know something, 'not sure' is a real answer — that itself tells us something useful.

About Your Business

Why we ask: Different trades, different competitive landscapes, different platforms that matter. Knowing yours upfront tailors what I look at.

Why we ask: A 25-year business and a 2-year business have different problems. Tenure shapes the strategy.

Why we ask: Solo operators and 12-person crews need different solutions. Same problem, different right answer.

How You Operate Today

Which counties do you serve?

Why we ask: Local-service AI visibility is geographically specific. I benchmark you against the right counties, not the wrong ones.

Pick your top 3 lead sources, in order of how much business they bring you.

Why we ask: The most important question on the form. Where your business comes from determines what to protect, grow, or cut. Rough order is plenty.

Why we ask: Money you're already spending gets evaluated for efficiency. Money you're not spending opens a different conversation. Both lead somewhere useful.

How do customers typically book or contact you?

Why we ask: Untracked channels are where leads go to die. Mapping yours shows me where the leaks are.

Which of these tools do you currently use?

Why we ask: I build on tools you already use, not replace them for sport. Real gaps get flagged. Imaginary ones don't.

Why we ask: Where you are on AI adoption shapes where we would start. Tools you already use don't need replacing; tools you have never touched don't need to be the starting point. Honest answer beats aspirational answer.

Where is your business listed online?

Why we ask: Each platform sends different signals to AI engines and search. Mapping your real footprint shows me where authority is being built, wasted, or missing.

Why we ask: Stale listings hurt more than missing ones. An outdated profile is worse than no profile at all.

Or just type 'same as above', 'none of them', or 'not sure'.

Do you have a website?

Why we ask: Some businesses run entirely off referrals and phone calls. If you don't have a site, that's useful information — not a problem.

Why we ask: Your existing customer list is usually the highest-ROI asset in the business and the most ignored. If it exists, it should be earning. If it doesn't, building one is often the fastest win.

What's Working and What Isn't

Why we ask: Failed attempts tell us as much as what's working. If something didn't stick, we want to know what and why before recommending anything adjacent.

Why we ask: Your words frame the problem better than ours. The audit prioritizes findings against the friction you actually feel.

Why we ask: Small recurring friction reveals where time and attention leak. These are often the highest-leverage things to fix.

Where You Want to Go

Why we ask: Defines success from your seat, not ours. If a finding doesn't move you closer to your goal, it doesn't make the priority list.

Optional

Is anyone else involved in decisions about hiring outside help — a business partner, spouse, office manager?

Why we ask: If others weigh in on decisions like this, meeting them at the call beats surprising them later.

Your responses are reviewed before our call. If anything changes, just reply to your confirmation email.