Pool Builders Onboarding Form
Business Information Testimonials: Please provide your best testimonials or links to your Google, Facebook, Houzz, Yelp, Trust Pilot reviews, or links to any video reviews you have:
Business Operations List the main area(s) you serve and your service radius
Lead Intake (We will send all form submissions to this email. Please make sure you follow up with all leads as fast as humanly possible.)
(We will direct all lead calls to this number. Please make sure you have someone trained available to answer the calls during advertising hours.)
Your Services What services do you offer?
Which of these services are the most profitable for you & why?
Which of these services are you most interested in advertising & why?
How much do you charge for each of these services?
List the different types of pools you build
Please list in order your profitability for each different pool type
How much do you charge for each different pool type?
Are you open to advertising the starting price(s) of your pools?
Please list the starting price(s) of your pools
Portfolio Images & Uploads
Targeting Describe your ideal client. Include specifics such as age, lifestyle, and any relevant characteristics, whatever comes to mind
What are some keywords or search terms your ideal customer would use to find your services on Google?
Marketing Background How many leads per month do you currently get from your online marketing per month? What percentage of those turn into customers?
What's your current close rates for cold, warm, and hot leads?
How long typically is your sales cycle? How many follow ups do you have to make on average?
What types of marketing have you done in the past? What marketing are you currently doing? What's working? What isn't?
What has been your best-performing marketing and how much are/were you spending?
What other marketing agencies/programs have you tried and what frustrations did you have with them?
What are your past or ongoing challenges or concerns when working with marketing agencies?
Goals What's your biggest goal and how would you want to improve over this coming year? What's your goal in regards to working with us?
Financial Information Your monthly budget for Google Ad Spend (this does not include our management fee)
How many customers do you need per month to keep your business growing?
How many dollars in revenue does your average customer spend with you?
What percentage of that job revenue is profit?
Additional Information Have you closed Google leads before?
How quickly can you respond to customer inquiries?
Do you have any Special Offers or Deals?
What is the the primary advantage of doing business with you over your competitors?
After this goes well, would you prefer to provide a written or video testimony?
Any requests or anything you would like to add?
Service Agreement Submit Form
