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Digital Marketing Questionnaire
Step
1
of
7
14%
General
Business Name
*
Is your business seasonal?
Work email
List any direct competitors in your service area.
What's the complete address of your headquarters / primary location located
Please be sure to include city, state and zip code.
Please list the original phone number for the business.
This is likely the number where all calls go or all DNI calls are routed.
Please list all Call Routing / Dynamic Number Insertion (DNI) numbers you have for the business.
List the source and the number, e.g. Google Business Profile – 513-231-2029
What is the email address you would like to receive leads from the website?
Ideally, this email is accessible to more than just one person.
What is the text number you would like to receive leads from the website?
Ideally, this number is accessible to more than just one person.
Who is the primary point of contact for marketing questions and reporting?
Please provide names and emails.
Business Services
List brands you have partnerships with
List brands you service and / or install.
What is the cost for a standard trip charge?
What is the hourly rate for your technicians?
List the core services you provide.
Duct cleaning, Drain cleaning, HVAC install, Tankless Hot Water install
List how your revenue was split last year
E.g. 50% service; 20% install, 30% maintenance
List additional service(s) you would like to prioritize to grow the business and increase your technician’s bookings and utilization?
Please list / describe any maintenance service plans.
Please be as detailed as possible and include the costs.
Digital Marketing
List one service area (city and / or zip code) you want to dominate.
For example, don’t say, “Dallas, TX” if you’re in your first few years of business.
List all service areas / Zip Codes you've serviced in the last 6 months.
Run a report from your CRM and export and paste in the CSV data.
Check all of the following directories you have your business listed in.
Google Business Profile
Bing Places for Business
Apple Business Connect
BBB
Yelp
Thumbtack
Yext
Angie’s list
Yellow Pages
Next Door
Facebook
Instagram
TikTok
Other
Anything else we should know about your business to help achieve your marketing goals?
Paid Search
Have you ever run Google Local Service Ads (GLSA)?
Yes
No
Have you ever run Yelp Ads?
Yes
No
Have you ever run NextDoor Ads?
Yes
No
What's your budget for total spend on advertising across all channels?
0-1,500
1,500 – 3,000
3,000 – 6,000
6,000 – 9,000
9,000 – 15,000
15,000 – 25,000
25,000 +
This includes, LSA, PPC, Yelp, NextDoor, etc.
Search Engine Optimization
What are your primary KPIs / business objectives when it comes to SEO?
Increase traffic
Increase engagement rate
Increase conversions
Increase organic sessions
Increase visibility
Increate traffic cost
Other:
Check all that apply.
Do you have any specific keyword(s) you want to rank for & expect us to deliver?
Who are a few competitors you envy for their search engine presence?
Have you ever purchased any paid links or been part of any link building schemes?
To your knowledge, has your website ever been penalized by Google?
Goals & Objectives
What are your top business initiatives in the next 90 days?
How many conversions (calls, chats, estimates, and / or sales) would you like to get in the next 3 months?
What is your average service ticket for your customers (breakdown by service if possible)?
What is your average install ticket for your customers?
This can include: change outs, replacements, and / or big jobs (> $3000)
Do you know your CAC (Customer Acquisition Cost)? If so, please share it.
To calculate this: (Sales + Marketing) / New Customers Please share for prev month, last three months, or last six months.
Estimate how much revenue per month you expect from your marketing investment?
What does a successful marketing engagement look like to you?
Discuss any other digital marketing goals & objectives you expect from this engagement.
For example, chat conversions, phone calls, leads, increased site traffic, and revenue.
Account Access
Do you have a Google Business Profile account?
Yes
No
https://business.google.com/locations
Please provide"Manager" access to it using
[email protected]
Done!
Do you have a Google Tag Manager account?
Yes
No
https://tagmanager.google.com/
Please provide "Publish" access to it using
[email protected]
Done!
Do you have a Google Analytics account?
Yes
No
https://analytics.google.com/analytics/web/
Please provide "Administrator" access to it using
[email protected]
Done!
Do you have a Google Search Console account?
Yes
No
https://search.google.com/search-console
Please provide "Owner" access to it using
[email protected]
Done!
Do you have a Google Ads account?
Yes
No
https://ads.google.com/aw/accountaccess/users
Please provide "Admin" access to it using
[email protected]
Done!
Do you have a Google Local Service Ads (LSA) account?
Yes
No
https://ads.google.com/localservices/accountpicker
Please provide your Trade License (Business License) and Certificate of Liability Insurance Document for all services you currently provide.
Max. file size: 100 MB.
We need these details for your Google LSA account. If you do two service for example HVAC and Plumbing please provide certificate of liability insurance documents for both.
Please provide "Admin" access to it using
[email protected]
Done!
Do you use any of the following call tracking software?
ServiceTitan
CallRail
CallTrackingMetrics
Invoca
Revenue.io
Aircall
WhatConverts
Other
Please provide "Standard" access to your call tracking software using
[email protected]
Done!
Do you use any of the following field management software?
ServiceTitan
Jobber
HouseCall Pro
Other
Please provide "Standard" access to your field management software using
[email protected]
Done!
If you’re using HCP, please let us know and we’ll give you a unique email address.
If there are any other accounts the Lokal team needs access to, please list them below.
Also invite
[email protected]
to access the requisite information. Accounts like Field Pulse, Service Titan, Hot Jar, etc are important for us to access to provide you the best experience possible.
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