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Onboarding Call Form

Company Information:

Please make sure this information matching the client's GHL Contact in Onboarding Pipeline!
Contact's Name(Required)
Please make sure this information matching the client's GHL Contact in Onboarding Pipeline!
Please make sure this information matching the client's GHL Contact in Onboarding Pipeline!


Section 1: Business Health Check

In your own words, describe where you want your business to grow, and what specific results or outcomes you expect from our marketing services (e.g., increase in leads, higher revenue, stronger online presence).
Please provide your current annual revenue and share your target revenue goal for the next 12 months.
Please break down revenue and transactions by service/product for each month or quarter.
Please share the months or seasons when your business experiences the highest volume of sales or transactions. This will help us align your marketing efforts with your busiest times.
Please describe the current workload capacity of your teams or crews and how much additional work they can take on each month, considering your current staffing and resources.


Section 2: Value Proposition

Please describe the unique qualities, services, or advantages that set your business apart from others in your industry.
How do you attract new customers to your business?
Please provide a brief description of the offer you'd like to feature in your website and marketing materials.
Please list the websites or names & locations of their top three competitors.


Section 3: Lead Handling & Communication

How do you currently handle incoming phone calls from leads? Please select all that apply:(Required)
Do you answer phone calls after hours?(Required)
How do you answer after hour calls?(Required)
What happens to calls after hours?(Required)
Please describe your process for responding to email inquiries or online form submissions.
E.g., automatic responses, follow-up reminders, lead assignments.
If yes, please specify the CRM and describe any automations or integrations.
Please estimate your average response time.


Section 4: Services Selection

𝐎𝐧𝐛𝐨𝐚𝐫𝐝𝐢𝐧𝐠 𝐓𝐞𝐚𝐦 - Please select all services that we are providing to this client: (This will trigger Production team)
ZDM Services being provided:

Website Development

E.g., generate leads, showcase portfolio, provide information.
Please provide links or describe the features you like.


SEO Services

Please list the services and geographic areas where you’d like to increase visibility.
Please provide the number of listings and their respective locations.
Please list any unverified locations.
Please list their websites or names so we can benchmark against them.


Google Ads Services

Note: This budget is separate from the management fee.
Please provide details such as demographics, location, interests, and behaviors.
Please specify the offerings you’d like to promote that can bring faster results or higher profits.


Meta Ads Services

Note: This budget is separate from the management fee.
Please describe their demographics, interests, and behaviors.
Please specify the offerings you’d like to promote that can bring faster results or higher profits.
Please describe any campaigns you'd like to run.
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