Client Business Profile | Local Lead Pros

Step 1 — Your Business Basics

Your Name *

Business Name *

Phone *

Email *

City / Service Area

Years in Business

Industry / Trade

Number of Employees

Approximate Annual Revenue

What's your average job / service value?

Helps us calculate real ROI numbers for you — not guesses.

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Step 2 — Your Online Presence

Current Website URL

Approx. Google Review Count

Current Google Star Rating

Where do you show up on Google Maps for your top keyword?

Example: Search "plumber Las Vegas" — where do you appear?

What marketing are you currently doing?

Check everything that applies.

Google Ads Facebook / Meta Ads SEO / content Email marketing Direct mail / flyers Word of mouth only Referral partners None / just starting

How are you currently handling leads when they come in?

I answer every call / message personally I have a receptionist or staff member We use a CRM or software Honestly — leads sometimes fall through the cracks No real system right now

Are you using any of these tools? (check all that apply)

GoHighLevel (GHL) HubSpot Jobber ServiceTitan Housecall Pro Calendly / booking tool Quickbooks / invoicing None of the above

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Step 3 — Goals & Budget

What's your #1 priority right now?

Get more leads from Google Maps / SEO Stop losing leads after hours / missed calls Build or completely redo my website Get more Google reviews fast Automate follow-up so nothing falls through Beat a specific competitor in my market Understand where I'm losing money (Business AI Audit) All of it — I need a full system

How many new customers are you trying to add per month?

What's your monthly marketing budget right now?

This helps us recommend the right package — no judgment on any number.

$0 — starting from scratch Under $500/month $500–$1,000/month $1,000–$2,500/month $2,500–$5,000/month $5,000+/month Flexible — depends on ROI

Have you worked with a marketing agency before?

No — this would be my first time Yes — and it went well Yes — and it didn't work out Yes — I'm currently with one and considering switching

If you tried an agency before, what went wrong? (optional — but this helps us a lot)

What does success look like at 90 days?

Be specific if you can — more calls, a certain ranking, X new reviews, etc.

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Step 4 — Your Team & Day-to-Day

Who handles your phones / incoming leads?

I do — personally A dedicated receptionist Whoever is available An answering service Nobody — we miss a lot of calls

What happens when someone contacts you after hours?

They get voicemail — I call back next day We have an auto text-back set up We have an AI or answering service Nothing — they go unanswered

How do you currently send estimates?

Over the phone or in person — nothing written PDF / Word document emailed Software like Jobber, ServiceTitan, etc. We don't do estimates — flat rate or upfront pricing

Do you follow up on estimates that don't respond?

Yes — I call or text manually Sometimes — depends on how busy we are Rarely — we wait for them to come back No follow-up system at all

Do you ask for Google reviews after a job is complete?

Yes — automated system sends the request Yes — I ask in person or via text manually Sometimes — no real system No — I rely on customers to do it themselves

Anything else you want us to know before we call?

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Your Business

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