About Your Business

Intro & Business Background

  1. How are things going for you at the moment?

  2. What made you enquire now specifically?

  3. What are the main services you offer?

  4. What areas do you cover?

  5. What does the team look like currently?
    (Employees, vans, fitters, office staff, etc.)

Current Leads & Marketing

  1. Are leads consistent for you month to month?

  2. What’s generating most of your leads right now?

  3. What marketing are you currently doing?

  4. What’s worked best for you so far?

Pain Points & Bottlenecks

  1. What’s the main thing you’re trying to improve currently?

  2. What’s the biggest thing holding the business back currently?

  3. What’s frustrated you most about marketing in the past?

  4. If leads increased tomorrow, could you handle the extra work?

Intro & Business Background

  1. How are things going for you at the moment?

  2. What made you enquire now specifically?

  3. What are the main services you offer?

  4. What areas do you cover?

  5. What does the team look like currently?
    (Employees, vans, fitters, office staff, etc.)

Growth & Goals

  1. What type of work are you trying to get more of?

  2. What would make the biggest impact on the business over the next 12 months?

  3. What are your goals for the business over the next 12–24 months?

  4. Roughly where is the business at revenue-wise currently?