Digital Marketing Intake Questionnaire

Step 1 of 5

20%

General Business Info

Business Name*

Primary Business Address*

Note: Please include street address, city, state, & zip code.

Please indicate whether your primary address is a business or a residence:

Business

Residence

Primary Business Phone*

Primary Business Email*

Primary Business Website*

Detailed Business Info

Does your business have multiple locations?*

Yes

Please enter info of your secondary locations:

Street Address Address Line 2 City State ZIP Code

Please choose all applicable business units:*

HVAC

Plumbing

Electrical

All apply

Please enter number of HVAC service trucks:

Please enter number of plumbing service trucks:

Please enter number of electrical service trucks:

How many jobs per day is each service tech expected to complete?

2.5

Not sure

Digital Marketing Goals

What is your current estimated annual recurring revenue (ARR)?*

Less than $1M

$1 – 3M

$3 – 5M

$5 – 7M

More than $7M

Not sure

How many leads for new business are you currently receiving per month?*

None

1-10

10-25

25-50

More than 50

Not sure

In what form are you currently receiving most of your leads?*

Phone calls

Form fills

Web chats

All of the above

None of these

Not sure

Approximately, what is your booking rate for new leads?

Lower than 30%

30% – 40%

40% – 50%

50% – 60%

Higher than 60%

Not sure

Booking Rate: % of leads that result in a booked job.

Approximately, what is your close rate for new leads?

Lower than 10%

10% – 20%

20% – 30%

30% – 40%

Higher than 40%

Not sure

Close Rate: % of booked leads that result in a closed revenue.

How many additional leads per month do you reasonably expect to receive from our partnership?*

25 – 50

50 – 100

100 – 250

250 – 500

More than 500

I need some guidance here

What are your top business initiatives over the next 90 days?

Examples: Keeping boards full, buying more service trucks, dominating a competitor – we want all the details!

What does a successful marketing partnership with us look like to you?

This could be anything: ARR growth, receiving X leads / month, opening another location, hiring techs, etc.

Paid Ads

Have you ever run Google Local Service Ads (LSA)?*

Yes

Not sure

Have you ever run Google Ads?*

Yes

Not sure

Have you ever run Yelp Ads?*

Yes

Not sure

Have you ever run Microsoft (Bing) Ads?*

Yes

Not sure

Have you ever run Nextdoor Ads?*

Yes

Not sure

What's your total monthly ad spend budget on advertising across all channels?*

Less than $1,000

$1,000 – $3,000

$3,000 – $6,000

$6,000 – $10,000

$10,000 – $20,000

More than $20,000

Not sure

Open to recommendations

This budget applies to all paid ads platforms.

Search Engine Optimization

Please check those directories that you know contain your business information:*

Google Business Profile

Bing Places for Business

Apple Business Connect

BBB

Yelp

Thumbtack

Angie’s list

Yellow Pages

Nextdoor

Facebook

Instagram

TikTok

Not sure

Please enter one zip code that you most want to dominate in Google (and other search engines):*

Please enter at least 5-10 additional zip codes where you would like to enhance your presence:*

Account Access

Please provide access to the backend of your website for this address: webeditor@lokalhq.com*

Done

Do you have a Google Business Profile account?*

Yes

Not sure

https://business.google.com/locations

Please provide Manager access to your listing for this address: analytics@lokalhq.com*

Done

Steps here: https://lokalhq.com/support/google-business-profile/

Do you have a Google Tag Manager account?*

Yes

Not sure

https://tagmanager.google.com/

Please provide Publish access to your account for this address: analytics@lokalhq.com*

Done

Steps here: https://lokalhq.com/support/google-tag-manager/

Do you have a Google Analytics account?*

Yes

Not sure

https://analytics.google.com/analytics/web/

Please provide Administrator access to your account for this address: analytics@lokalhq.com*

Done

Steps here: https://lokalhq.com/support/google-analytics-4/

Do you have a Google Search Console account?*

Yes

Not sure

https://search.google.com/search-console

Please provide Owner access to your account for this address: analytics@lokalhq.com*

Done

Steps here: https://lokalhq.com/support/google-search-console/

Do you have a Google Ads account?*

Yes

Not sure

https://ads.google.com/aw/accountaccess/users

If yes, please provide us with your 10-digit Google Ads ID number:*

We will use this ID number to send you a request for access that you can approve via email.See instructions on where to find your Google Ads ID number: https://lokalhq.com/support/google-ads/.

Do you have a Google Local Service Ads (LSA) account?*

Yes

Not sure

https://ads.google.com/localservices/accountpicker

Please provide Admin access to your account for this address: analytics@lokalhq.com*

Done

Steps here: https://lokalhq.com/support/google-local-service-ads/

Please upload a copy of the current license for each business unit service you provide:

Max. file size: 100 MB.

We need these details for your Google LSA account. If your business provides HVAC and plumbing service to customers, for example, you will upload a license for each business unit.

Please upload a copy of the current certificate of liability insurance document for your business:

Max. file size: 100 MB.

We need these details for your Google LSA account. Only one insurance document is needed, regardless the number of business unit services you provide customers.

Do you use any of the following call tracking software?*

ServiceTitan

CallRail

CallTrackingMetrics

Invoca

Revenue.io

Aircall

WhatConverts

Other

Not sure

Please provide Standard access to your software account for this address: analytics@lokalhq.com*

Done

Do you use any of the following field management software?*

ServiceTitan

HouseCall Pro

Jobber

FieldEdge

Other

Please provide Standard access to your field management software for this address: analytics@lokalhq.com*

Done

Important: If you’re using Housecall Pro, please let us know and we’ll give you a unique email address to use for our access.

Important Final Questions

Please provide the name of your business' primary point of contact:*

First Last

Please provide the best phone number for this person:

Please provide the best email address for this person:*

Please provide the name and email address of any additional points of contact (one per line):

If different from above, please provide the email address where new lead notifications should be sent:

If different from above, please provide the phone number where alerts for new leads should be sent:

Note: This number needs to be able to receive SMS messages.

Please use the space below to provide any additional information you feel would be useful for our team:

Industries

Get Discovered

Grow & Scale

Brand Building

Digital Marketing Intake Questionnaire

General Business Info

Detailed Business Info

Digital Marketing Goals

Paid Ads

Search Engine Optimization

Account Access

Important Final Questions