OutreachVoice — client intake

If you only get three answers, get these:
1. Which job do they most want more of? (not "more customers")
2. What are they already paying for advertising, and how much?
3. Does a Google profile exist, and can they log in?

Who and where

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Owner's name, and who actually decides * If there are two of them, say which one signs.

Best phone * Email *

Town they are based in * Towns they will actually drive to Ask, do not assume. This becomes the service area on Google and the area pages on the site. Is the address a house? Matters: a home address on Google can be hidden, and most trades want it hidden. Full address Are they actually family or partners? If the name says Bros and they really are brothers, that is the best line on the website. Ask it, it is a nice question.

What they sell

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Everything they do Which job do they most want MORE of? * The single most valuable question on this form. Not "more customers". Which specific job makes them the most money and they wish the phone rang for. Which job do they NOT want? Just as useful. Stops the site attracting work they hate. What annoys them most about their week? Their words, not yours. This becomes the headline.

Free quotes? Call-out or diagnostic fee

Emergency or after-hours? Brands they install, and financing

Google

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Does a Google Business Profile already exist? * Search it on your phone in front of them. Do not take their word, most people are not sure. Which email is it under, or would be Hours

Say this out loud before you leave: Google verifies the profile by posting a card or ringing the business. They have to give you the code. You cannot do that part for them, so do not promise you can.

Verification: who is doing what

What they already have

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Domain Do they own one, and do they know where it is registered? Check whether it actually resolves before the call. Is there a site on it now? Facebook, Instagram, Yelp, HomeStars, BBB Paste the real links. Get them to open each one on their phone. ARE THEY PAYING FOR ANY OF IT? * The number that anchors your whole quote. Yelp sponsored, Google Ads, HomeStars, a lead-gen service. Ask what it costs a month and what it brings. Review counts today Write the numbers down. You will want the before picture in 90 days. Photos of their own work

Proof and paperwork

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Years in business Licensed and insured?

Tickets and certifications Gas fitter, journeyman, refrigeration, manufacturer training. Only put on the site what they can actually produce. Warranty they offer Exact terms. Overpromising a warranty is the single most common way trades get in trouble.

The deal

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What did you agree to do?

Price agreed Start date

What are they waiting on from you? What are you waiting on from them?

If texting their customers is ever on the table, they need a privacy policy carrying the mobile-data clause and provable opt-in. Do not promise SMS on the first call.

Anything else worth remembering