Discovery Call Form

Completed by Mike Claudio during or right after every discovery call. Submitting it creates the contact in GoHighLevel and starts the 72 hour marketing audit.

Contact and call details

Who the lead is and how the call happened

Call date(Required)

Call time(Required)

Call held by(Required)

Contact first name(Required)

Contact last name(Required)

Email(Required)

Mobile phone(Required)

Contact role(Required)

Lead source(Required)

Other decision makers

Names and roles

Company and service area

The business, where it is, and where it works

Company name, as registered(Required)

As registered with the state

Website(Required)

Trade or industry(Required)

Other trade or industry(Required)

Date opened

Date the business first opened

Number of employees(Required)

Head count, whole number

Please enter a number greater than or equal to 0.

Office phone

Main business address(Required)

Physical address. PO boxes and virtual offices are not accepted.

Street Address Address Line 2 City State ZIP Code

Service area(Required)

Zip codes, cities, or counties served

Areas they want to expand into

Additional office locations

Marketing history

Deep dive on previous marketing experience

Past marketing channels(Required)

Google Ads

Meta Ads

SEO

Local Services Ads

Lead directories (Angi, Thumbtack, Yelp)

Direct mail

Referrals

Another agency

None

Previous agencies or vendors(Required)

Who, how long, and why it ended

What worked and what did not(Required)

Current monthly marketing spend(Required)

How much, and where it goes

Existing accounts(Required)

Google Ads, Meta, Google Business Profile, and who owns access

Website platform(Required)

Who hosts and manages it(Required)

What they want to see from a marketing partner(Required)

Reporting, communication, results

Goals and budget

What success looks like and what they can invest

Growth goals and what they expect from us(Required)

Desired outcome in 6 to 12 months(Required)

Current yearly revenue(Required)

Please enter a number greater than or equal to 0.

Target yearly revenue, next 12 months(Required)

Please enter a number greater than or equal to 0.

Monthly ad budget (Google and Meta)(Required)

Please enter a number greater than or equal to 0.

Comfortable monthly management investment

Ideal start date

Sales process and capacity

How they sell, and how much more work they can take

Services or products that bring in the most revenue(Required)

And the best-fit job size

Busiest months or seasons(Required)

Busiest season notes

Capacity to handle more customers(Required)

Crew or team workload, and how much more they can take on each month

Sales process(Required)

Who handles leads and estimates, the steps, and how long from lead to signed job

Average job value ($)

Please enter a number greater than or equal to 0.

Close rate (%)

Please enter a number greater than or equal to 0.

Value and competitors

What sets them apart and who they compete with

What makes them different from competitors(Required)

How they win new customers

Free consultation

Free estimate

Special offer

Other

Other way they win new customers

Offer details to feature

Top 3 competitors(Required)

Name, website, and city for each

Lead handling and CRM

What happens to a lead after it comes in

Lead handler name(Required)

Who receives new leads

Lead handler email(Required)

Lead handler phone(Required)

How phone calls are handled(Required)

In-house

Answering service

Other

Other way phone calls are handled(Required)

Answers calls after hours(Required)

Yes

How email and form leads are handled(Required)

Lead handling automations(Required)

For example automatic responses, follow-up reminders, lead assignments

CRM in use(Required)

Average response time to new leads(Required)

Other CRM(Required)

CRM connected to calls and forms(Required)

Is it connected, and how

Services and audit

What they want from us, and the trigger for the 72 hour audit

Services interested in(Required)

Google Ads

Meta Ads

SEO

Website design and hosting

Not sure yet

Marketing audit requested

Auto-checked when Google Ads, Meta Ads, SEO, or Not sure yet is selected

Marketing audit requested

Websites, profiles, and accounts to audit(Required)

URLs, Google Business Profile link, ad account names

Anything specific the audit should answer

Discovery call notes and agreed next steps(Required)

Fathom recording link

Fit read from the call owner

Fit notes

Budget fit, decision maker, urgency