Client Assessment

Name

First Last

Company

What are the top items we can help you with?

Why did you sign up with Art Unlimited?

Best of Success
Referral from a friend
Have seen our work
Reputation in the industry
Other

What are your business goals?

What are your monthly lead goals?

What are your monthly website traffic goals?

What is the average cost of a completed job?

What is your annual advertising budget?

Summarize Your Current Marketing Activities

Online
Billboards
Phone books
Postcards/Mass mailings
PPC
Other

Other current marketing:

What kind of marketing currently produces your highest lead volume?

What are your biggest marketing challenges?

My leads aren't steady
I'm not reaching the people I want to reach
I can't figure out the ROI on my marketing
I have low ROI on my current marketing
Other

Other marketing challenges?

Top 10 Service Locations, in priority order

Top 10 Services, in priority order

What are the primary problems your customers encounter?

Snowload
Hurricanes or Strong Storms
Debris and moss growth
Old home deterioration
DIY Issues
Increasing Home Value
Warranty Issues
Other

What are the other problems?

What are your company's current online marketing efforts?

Social Media:

Facebook
Twitter
LinkedIn
Google+
Pinterest
Instagram
YouTube

Review Sites:

Houzz
Yelp
Angie's List
Porch

SEO & Newsletter Marketing:

Google Analytics
PPC Account
Newsletter Marketing

Other online marketing:

Dex, YP.com, etc.

List your top 3 competitors and their URLs:

Who are your current vendors/manufacturers/partners?

GAF
Owens Corning
Certainteed
Duro-Last
Velux

More vendors/manufacturers/partners:

What community or service activities is your company involved in?

What certifications does your company hold?

Examples: GAF Master Elite, Owens Corning Platinum Preferred, BBB, etc.

Contact Information

Primary Contact

First Last

Phone

Email

Marketing Contact

First Last

Phone

Email

Billing Contact

First Last

Phone

Email

On-Boarding Goals & Key Initiatives