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Full Name *

Email *

Phone *

Business Name *

Current Website

Your Industry

Select the industry that best describes your business.

Help us understand the details of your operation.

Which services do you offer? *

AC Installation AC Repair Furnace Installation Furnace Repair Heat Pump Systems Ductless Mini-Splits Duct Cleaning Air Quality/Filtration Smart Thermostat Installation Commercial HVAC Refrigeration Boiler Service Preventive Maintenance Plans

Do you service residential, commercial, or both? *

Residential Only Commercial Only Both (Residential Primary) Both (Commercial Primary)

What brands do you primarily install and service?

Carrier Trane Lennox Goodman Rheem American Standard Bryant York Mitsubishi Daikin LG Bosch Other

What certifications and licenses does your company hold? *

EPA 608 NATE Certified Technicians State HVAC Contractor License ACCA Member ENERGY STAR Partner Factory Authorized Dealer Status

Do you offer 24/7 emergency service? *

Yes — Nights, Weekends, Holidays Yes — Limited After-Hours No

What is your primary service area? List cities or counties. *

How many service trucks are in your fleet?

1–2 3–5 6–10 11–20 20+

What is your typical residential job revenue range?

Under $200 $200–$500 $500–$1,500 $1,500–$5,000 (System Replacements) $5,000+

Do you offer financing for system replacements?

Yes — GreenSky Yes — Service Finance Yes — Own Program No Considering It

What software do you use to dispatch, schedule, or manage jobs?

ServiceTitan Housecall Pro FieldEdge Jobber ServiceMax QuickBooks None Other

Which plumbing services do you offer? *

Drain Cleaning Water Heater Install/Repair Tankless Water Heater Leak Detection Repiping Hydro Jetting Sewer Line Repair/Replacement Trenchless Sewer Water Softeners Gas Line Work Bathroom/Kitchen Remodels Commercial Plumbing Backflow Prevention Sump Pumps

Do you specialize in residential, commercial, or both? *

Residential Only Commercial Only Both (Residential Primary) Both (Commercial Primary)

Do you offer 24/7 emergency plumbing? *

Yes — Full Emergency Dispatch Yes — On-Call After Hours No

What state plumbing license(s) do you hold? *

What water heater brands do you install?

Rheem A.O. Smith Bradford White Navien Rinnai Noritz Takagi State Other

Do you offer trenchless sewer repair?

Yes No We Subcontract It

What is your average residential job ticket size?

Under $300 (Service Calls) $300–$800 $800–$2,500 $2,500–$7,000 (Repiping/Sewer) $7,000+

Where do most of your leads currently come from? *

Google Search (Organic) Google Local Services Ads Yelp HomeAdvisor/Angi Thumbtack Referrals Repeat Customers Door Hangers Other

Do you have before/after photos of completed jobs?

Yes — Many Yes — A Few No But We Can Take Some No

What software do you use for scheduling and invoicing?

ServiceTitan Housecall Pro Jobber FieldEdge Workiz QuickBooks None Other

What roofing services do you offer? *

Residential Roof Replacement Residential Roof Repair Commercial Flat/Low-Slope TPO EPDM Metal Roofing Tile Roofing Shingle Roofing Storm Damage/Insurance Claims Gutters Skylights Roof Inspections Solar-Ready Installs

Are you an insurance restoration contractor? *

Yes — Significant Portion of Business Yes — Occasionally No

What shingle and material brands do you install?

GAF CertainTeed Owens Corning Atlas TAMKO IKO Standing Seam Metal Corrugated Metal Tile Slate Other

Do you hold manufacturer certifications? *

GAF Master Elite CertainTeed SELECT ShingleMaster Owens Corning Platinum Preferred GAF Certified Contractor None Currently

What is your contractor license number and insurance coverage? *

What is your typical residential roof replacement revenue range?

$5,000–$10,000 $10,000–$18,000 $18,000–$30,000 $30,000+ (Commercial/Premium)

Do you have before/after project photos? *

Yes — Professionally Photographed Yes — Phone Photos A Few None Yet

What is your service area? Do you storm-chase or stay local?

Strictly Local (Single Metro) Regional (Multi-County) Storm-Chase Nationally Storm-Chase Regionally

Do you offer financing?

Yes — GreenSky Yes — Service Finance Yes — Hearth Yes — Own Program No Considering It

What is your current lead generation mix? What's working?

What electrical services do you provide? *

Panel Upgrades/Replacements EV Charger Installation Whole-Home Generator Installation Generator Repair Wiring and Rewiring Lighting (Indoor/Outdoor) Smart Home/Automation Ceiling Fans Commercial Electrical Industrial Electrical Solar Tie-In/Interconnection Hot Tub/Pool Wiring Code Violation Corrections

Do you serve residential, commercial, industrial, or a mix? *

Residential Light Commercial Heavy Commercial Industrial

What is your state electrical contractor license number and classification? *

Do you install EV chargers? Which brands?

ChargePoint Tesla Wall Connector JuiceBox Emporia ClipperCreek Wallbox Level 2 (Brand-Agnostic) No

Do you install standby generators? Which brands?

Generac Kohler Briggs & Stratton Cummins Champion No

Do you offer 24/7 emergency electrical service? *

Yes No After-Hours On-Call Only

What is your typical job ticket range?

Under $500 (Service/Repair) $500–$2,000 (Panel Work, EV Chargers) $2,000–$8,000 (Generators, Whole-Home) $8,000+

Where do your leads come from today? *

Google Organic Google LSA Yelp Angi/HomeAdvisor Thumbtack Referrals Builder Relationships Other

Do you have any manufacturer certifications or specialty designations?

Do you work with any local builders or contractors who refer you regularly?

What type of construction work do you primarily do? *

Custom Home Builds Home Additions ADU/Accessory Dwelling Units Kitchen Remodels Bathroom Remodels Commercial Tenant Improvement (TI) Commercial Ground-Up Light Industrial Design-Build Historic Renovation Multifamily

Do you work with residential clients, commercial clients, or both? *

Residential Only Commercial Only Both

What is your contractor license number, classification, and state(s)? *

What is your typical project size range? *

Under $50K $50K–$150K $150K–$500K $500K–$2M $2M+

Do you self-perform any trades or work exclusively through subcontractors?

We Self-Perform (Framing, Concrete, Finish Carpentry) We Manage Subs for Everything Mix

Do you have completed project photography? *

Yes — Professional Photos Yes — Quality Phone Photos A Few Projects Documented None Yet

Do you offer design-build services or do clients bring you plans?

Full Design-Build In-House We Partner With Architects/Designers Clients Bring Permitted Plans

What is your bonding capacity and insurance coverage?

Do you offer financing referrals for clients?

Yes — We Guide Through Construction Loans We Refer to Specific Lenders No

How do you currently win work? *

What painting services do you offer? *

Interior Residential Exterior Residential Cabinet Painting/Refinishing Deck & Fence Staining Commercial Interior Commercial Exterior Epoxy Floor Coatings Wallpaper Removal Pressure Washing New Construction Painting HOA/Property Management Painting

Do you serve residential, commercial, or both? *

Residential Only Commercial Only Both

What paint brands do you use and prefer?

Sherwin-Williams Benjamin Moore Behr PPG Dunn-Edwards Farrow & Ball (Premium) Other

Are you a Sherwin-Williams ProXtra or Benjamin Moore Pro partner?

Sherwin-Williams ProXtra Member Benjamin Moore Pro Network Both Neither

What is your typical residential project revenue range?

Under $1,000 $1,000–$3,500 (Interior Rooms) $3,500–$8,000 (Full Interior or Exterior) $8,000–$20,000 (Full House) $20,000+ (Commercial/Estate)

How many crews do you run at peak?

1 Crew (Owner-Operator) 2–3 Crews 4–6 Crews 7+ Crews

Do you have before/after project photos? *

Yes — Many High-Quality Yes — Some Phone Photos A Few None Yet

Do you specialize in any niche?

Where do your leads come from today? *

Google Organic Google LSA Yelp Houzz Nextdoor Referrals Property Managers Repeat Clients Other

Do you use any estimating software or CRM?

Jobber Housecall Pro PaintScout Houzz Pro CompanyCam QuickBooks None

What landscaping services do you offer? *

Lawn Maintenance (Weekly/Biweekly) Landscape Design Landscape Installation Irrigation Installation/Repair Hardscape (Patios, Walkways, Retaining Walls) Outdoor Lighting Tree Trimming/Removal Sod Installation Artificial Turf Seasonal Cleanups Fertilization/Weed Control Snow Removal

Do you serve residential, commercial, or HOAs? *

Residential Light Commercial HOA/Property Management Contracts Municipal

Is recurring maintenance or project-based work your core business? *

Primarily Recurring Maintenance Primarily Project-Based (Design/Install) Both Equally

Are you a licensed pesticide/herbicide applicator? Any irrigation certifications?

How many maintenance crews and install crews do you run?

What is your average project size for landscape installation or hardscape?

Under $3,000 $3,000–$10,000 $10,000–$30,000 $30,000–$75,000 $75,000+

Do you have a portfolio of completed projects with photos? *

Yes — Professional/Drone Photography Yes — Quality Phone Photos A Few None Yet

Do you offer commercial maintenance contracts? Typical annual value?

No Commercial Under $5K/Year $5K–$20K/Year $20K–$60K/Year $60K+ (Large HOA/Commercial)

What software do you use for routing, scheduling, or CRM?

LMN (Landscape Management Network) Jobber Service Autopilot Aspire SingleOps FieldRoutes QuickBooks None

Where do your leads come from now? What has worked best? *

What fire protection services do you provide? *

Sprinkler System Design Sprinkler Installation (New Construction) Sprinkler Inspection/Testing Sprinkler Repair Fire Alarm Installation Fire Alarm Inspection Fire Alarm Monitoring Fire Extinguisher Sales/Service Kitchen Hood Suppression (Ansul) Clean Agent Suppression (FM-200, Novec 1230) Backflow Preventer Testing Emergency/Exit Lighting Fire Door Inspection

What markets do you primarily serve? *

Commercial Office Retail Restaurants/Food Service Healthcare/Hospitals Education (K-12, Universities) Warehouses/Industrial Multifamily Residential High-Rise Data Centers Government/Municipal

What certifications and licenses does your company hold? *

NICET Level I NICET Level II NICET Level III NICET Level IV CFPS (Certified Fire Protection Specialist) State Fire Protection Contractor License AFSA Member NFPA Member UL-Listed

What is your state fire protection contractor license number? *

Do you offer 24/7 emergency service for suppression or alarm failures? *

Yes — 24/7/365 Yes — After-Hours On-Call No

What NFPA inspection codes do you perform under?

NFPA 25 (Sprinkler) NFPA 72 (Fire Alarm) NFPA 10 (Extinguisher) NFPA 96 (Kitchen Hood)

What is your typical contract or project revenue range?

Under $5K (Inspections/Service) $5K–$25K (Small Commercial) $25K–$100K (Mid-Size Install) $100K–$500K $500K+

Do you offer recurring inspection/maintenance contracts? How many active?

How do you currently win new business? *

What industries or facility types are you most experienced with?

What type of restaurant are you? *

Full-Service/Sit-Down Fast Casual QSR/Counter Service Food Truck Ghost Kitchen/Delivery Only Catering Bar/Nightclub With Food Bakery/Café

What cuisines or concepts do you operate? *

What online actions do you want customers to take? *

Make a Reservation Order Online (Pickup) Order Online (Delivery) View Menu Book Private Event Sign Up for Email Find Locations Apply for Jobs

Do you offer online ordering, and through which platforms?

Toast Online Ordering Olo Slice DoorDash Marketplace Uber Eats Grubhub Own Website Ordering None Yet

Do you take reservations, and how?

Do you have professional food photography? *

Professional Food Photography Interior/Ambiance Shots Team/Chef Photos None — Need Photographer Referral

Do you host private events or offer catering?

Yes No Planning To

Do you have a loyalty program or email list?

How many locations do you have?

What local competition are you up against, and what's your differentiator?

What platform is your store on, or which are you considering? *

How many SKUs do you carry, and how often does your catalog change? *

Do you sell wholesale/B2B in addition to direct-to-consumer? *

DTC Only Wholesale Only Both — With Separate Pricing

What are your current traffic sources and monthly order volume? *

Do you ship nationally, internationally, or locally only? *

Domestic US Only Canada International Local Pickup Only Digital/Downloadable Products

What payment and BNPL options do you offer or want?

Stripe PayPal Shop Pay Klarna Afterpay Apple Pay/Google Pay None Yet

What's your average order value and repeat purchase rate?

Do you have subscription or membership products?

What are your biggest conversion or abandonment pain points? *

What review, loyalty, or retention tools are you using?

Klaviyo Yotpo Okendo Stamped.io LoyaltyLion Smile.io None

Which best describes your situation? *

What level of government and department?

What accessibility compliance standard must the site meet?

Do you require a CMS non-technical staff can update?

What NAICS codes or contract vehicles do you hold?

What set-aside statuses do you hold?

8(a) Business Development HUBZone WOSB/EDWOSB SDVOSB/VOSB MBE/DBE CMMI Level 2+ ISO 9001 None

What agencies or branches are your primary targets?

Federal Civilian (USDA, HHS) DoD/Military State & Local VA DHS/FEMA Special Districts

Are you a prime contractor, subcontractor, or both?

Prime Subcontractor/Teaming Partner Both

What procurement/document features must the website support?

Online Permit Applications RFP/Bid Document Downloads Public Meeting Agendas Capability Statement Downloads FOIA Request Forms Vendor Registration

What is the decision-making and approval process for this project? *

What transportation services do you offer? *

Freight Brokerage FTL Trucking LTL Trucking Last-Mile Delivery Hot Shot/Expedited Flatbed/Oversized Refrigerated/Reefer Moving (Residential) Moving (Commercial/Office) NEMT (Non-Emergency Medical Transport) Charter/Shuttle

Who are your primary customers? *

Shippers/Manufacturers 3PLs Retailers Hospitals/Healthcare Individual Consumers (Residential Moving) Government Agencies Construction Companies

What is your DOT number, MC number, and authority type? *

What lanes or service areas do you specialize in? *

What is your fleet size and equipment type? *

How do prospects currently request quotes, and how fast do you respond?

Do you have or want freight tracking, customer portals, or TMS integration?

Existing TMS (McLeod, TMW, Samsara, KeepTruckin) Customer Tracking Portal Online BOL Generation Driver App None

What is your FMCSA safety rating?

Are you recruiting drivers/owner-operators in addition to marketing to shippers? *

Shippers Only Drivers/OOs Only Both — Need Separate Funnels

What's your average load value and contract structure?

What remodeling services do you specialize in? *

Kitchen Remodels Bathroom Remodels Whole-Home Renovation Additions Basement Finishing Outdoor Living/Decks ADU/In-Law Suite Design-Build (Full Service)

What is your average project size and budget range? *

Under $15K (Cosmetic) $15K–$50K (Mid-Range) $50K–$150K (Full Remodel) $150K+ (Luxury/Whole-Home)

What is your contractor license number and certifications? *

Do you have a showroom/design studio?

In-Home Consultations Only We Have a Showroom/Design Studio Both Virtual Available

What manufacturer or brand partnerships do you hold?

How many before/after project photos do you have? *

None Yet Under 20 (Phone Photos) 20–50 (Mix) 50+ Professional Portfolio

What does your sales process look like, from first contact to signed contract?

Do you offer financing?

No Yes — GreenSky Yes — Acorn Finance Yes — Hearth Yes — Bank Relationship Want to Add

What's your current lead source mix, and what's your biggest bottleneck? *

How far out are you currently booked?

Immediately Available 1–4 Weeks 1–3 Months 3–6 Months 6+ Months — Selective

What services do you offer? *

Weekly Mowing/Maintenance Fertilization & Weed Control Aeration & Overseeding Pest & Grub Control Irrigation Install/Repair Landscape Design & Install Tree Trimming/Removal Snow & Ice Removal Commercial Grounds Maintenance

Do you serve residential, commercial, or both? *

Residential Only Commercial Only (HOAs, Office Parks, Municipalities) Both

Are you licensed to apply pesticides or fertilizers? *

What is your service area and how many active recurring accounts? *

Do customers book or pay online? What software do you use?

What's your pricing model?

Per-Visit (Seasonal) Monthly Retainer (Year-Round) Annual Program (Pre-Paid) Package Tiers Custom Quotes Only

Are you trying to grow new accounts, upsell existing customers, or both?

Grow New Account Base Upsell Existing (Add Fertilization to Mowing Clients) Both

What is your average monthly recurring revenue per customer?

Under $100/Mo $100–$200/Mo $200–$400/Mo (Commercial/Premium) $400+/Mo

What is your Google Business Profile review count and rating?

Do you run any paid ads currently?

No Paid Ads Google Local Services Ads (LSA) Google Ads Facebook/Instagram Ads Nextdoor Ads Direct Mail/Door Hangers

What security services do you provide? *

Residential Alarm Systems Commercial Alarm Systems Video Surveillance (CCTV/IP Cameras) Access Control (Key Fobs, Card Readers, Biometric) 24/7 Central Station Monitoring Remote Video Monitoring Smart Home Integration Guard/Patrol Services

Do you sell/install your own equipment or represent a national brand? *

Independent (Own Branded Equipment) ADT Dealer Vivint Dealer Brinks Dealer Alarm.com Integrator Both

What licensing do you hold? *

What is your monitoring model?

What is your typical customer contract structure?

Month-to-Month 12-Month 24-Month 36-Month (Standard ADT) Equipment Purchase + Monitoring Separate

What is your average RMR (recurring monthly revenue) per account?

Are you targeting residential, small business, enterprise, or all? *

Residential Homeowners Small Business (Retail, Restaurants) Multi-Family/HOA Mid-Market Commercial Enterprise/National Accounts Construction Site Security

How do you currently generate leads, and what's your close rate?

Do you offer free security assessments as a lead magnet?

Yes — In-Person Yes — Virtual/Phone No — Direct to Pricing Want to Add

Do you hold UL listing, CSAA Five Diamond, or other industry credentials?

What cleaning services do you offer? *

Recurring Residential (Weekly/Biweekly/Monthly) One-Time/Deep Clean Move-In/Move-Out Post-Construction Commercial Janitorial (Offices/Retail) Industrial/Warehouse Medical/Healthcare Facility Carpet & Upholstery Window Cleaning Pressure Washing

Do you serve residential, commercial, or both? *

Residential Only Commercial Only Both

Are you bonded and insured? Do you background-check all employees? *

Yes — Bonded, Insured, Background-Checked Yes — Insured Only Sole Proprietor (Not Required) In Progress

Do you use green or non-toxic cleaning products?

Yes — Exclusively (Branch Basics, Seventh Generation) Yes — Available on Request No — Standard Commercial Products Hospital-Grade Disinfectants (EPA List N)

What software do you use for scheduling, quoting, and payments?

Do customers get instant online quotes or do you call back?

Instant Online Quote (Hourly or Sq Ft) We Call Back Manual Estimate Only Want to Add Instant Quoting

What is your average recurring customer value and typical retention?

Are you a solo operator or do you have a team? What's your growth constraint?

What is your Google Business Profile review count and rating? *

Do you hold any commercial certifications?

Which pest categories do you treat? *

General Pests (Ants, Roaches, Spiders) Termites Bed Bugs Rodents/Wildlife Mosquitoes/Ticks Fumigation Commercial/Industrial

Do you offer one-time treatments, recurring plans, or both? *

One-Time Only Recurring Plans Only Both

What are your service plan intervals?

Monthly Bi-Monthly Quarterly Annually Custom Per-Client

What licenses and certifications do you hold? *

State Structural Pest Control License QualityPro Certified GreenPro Certified NPMA Member Bed Bug Free Certified WDO/WDI Inspection Licensed

Do you serve residential, commercial, or both? *

Residential Only Commercial Only Both

What commercial sectors do you serve?

Restaurants/Food Service Multi-Family/Apartments Hotels/Hospitality Healthcare Warehouses/Distribution Schools Retail

What is your average recurring contract value per year?

Under $500 $500–$1,000 $1,000–$2,500 $2,500–$5,000 $5,000+ (Commercial)

What scheduling/routing/CRM platform do you use?

PestPac FieldRoutes GorillaDesk Briostack ServiceTitan Jobber None Other

Do you offer green or organic treatment options?

Yes — Key Differentiator Yes — Not Marketed Heavily No

Do you provide real estate inspection reports (WDO/WDI)?

Yes No In Some Markets

What are your primary service lines? *

Concrete Driveways/Flatwork Decorative Concrete (Stamped, Stained, Polished) Epoxy Coatings (Garage, Commercial) Concrete Repair/Resurfacing Interior Flooring (LVP, Hardwood, Tile) Floor Grinding/Preparation Concrete Lifting/Leveling (Mudjacking, Foam) Foundation Work

Do you serve residential, commercial, or both? *

Residential Only Commercial Only Both

What commercial project types do you pursue?

Warehouses/Industrial Retail/Restaurants HOA/Multifamily Medical Offices New Construction (GC Sub) Government/Municipal

What is your average residential project value?

Under $3,000 $3,000–$8,000 $8,000–$20,000 $20,000+

Do you use specialty branded systems or products?

Penntek Polyaspartic Rust-Oleum RockSolid ArmorGarage Brickform Scofield Ardex None/Generic

What certifications or associations do you hold?

ACI (American Concrete Institute) ASCC Member Decorative Concrete Council (DCC) State Contractor License OSHA-10/30 None

Do you have before/after project photos? *

Yes — Extensive, Organized by Type Yes — Some Photos No — Starting Fresh

How do most of your leads come in today? *

Google Search/Maps Referrals From GCs/Builders Angi/HomeAdvisor/Thumbtack Yard Signs/Door-to-Door Repeat Customers Social Media

Do you do concrete, flooring, or both under one roof?

Concrete Only Flooring Only Both In-House We Sub Some Trades

What is your service radius from your base?

Under 25 Miles 25–50 Miles 50–100 Miles Statewide (Follow GC Relationships)

Which services do you offer? *

Tree Removal Tree Trimming/Pruning Stump Grinding/Removal Emergency Storm Work Tree Health Assessments/Consulting Cabling and Bracing Land Clearing Lot Clearing (New Construction) Firewood Sales

Are you ISA Certified? Do you have a Board Certified Master Arborist? *

Yes — ISA Certified Arborist(s) Yes — Board Certified Master Arborist No — Working Toward It No

What is your insurance coverage? *

General Liability Workers' Comp Umbrella Policy We Provide Certificates of Insurance

Do you handle emergency/storm response? *

Yes — 24/7 Emergency Yes — Business Hours Only No — We Refer Out Storm Work

Do you serve residential, commercial, or both?

Residential Only Commercial Only Both — Including Municipalities/HOAs

What is your average job size?

Under $1,000 (Trimming/Stumps) $1,000–$5,000 (Single Removals) $5,000–$15,000 (Large/Multiple Trees) $15,000+ (Land Clearing/Commercial)

Do you work with municipalities, HOAs, or utilities?

Municipal Tree Work HOA Contracts Utility Line Clearance (ANSI A300) None

What equipment do you own?

Bucket Trucks Cranes Chippers Stump Grinders Skid Steers Log Trucks

How do customers find you today? *

Google Search/Maps Referrals Nextdoor Storm Chasing/Door Knocking Insurance Referrals Just Getting Started

What is your service area and team size? *

What fence materials do you install? *

Wood (Privacy, Picket, Split Rail) Vinyl/PVC Chain Link Ornamental Iron/Aluminum Steel (Commercial/Industrial) Composite Farm & Ranch/Agricultural Automatic Gate Systems

Do you serve residential, commercial, agricultural, or a combination? *

Residential Commercial (Retail, HOA, Office Parks) Industrial/Security Agricultural/Ranch

Do you install or service automatic gates and access control? *

Yes — Major Service Line Yes — Basic Operators Only No

If gates: which brands/systems do you install?

LiftMaster FAAC Elite Gates DoorKing Viking Access Linear Multiple Brands

What is your average residential project value?

Under $2,000 $2,000–$5,000 $5,000–$12,000 $12,000+

Do you have a state contractor license?

What is your typical estimate-to-install timeline?

Same Week 1–2 Weeks 2–4 Weeks 4+ Weeks (Commercial)

Do you offer fence repair in addition to new installation?

Yes — Significant Revenue Yes — But Prefer New Installs No — New Only

Do you have a showroom, samples, or visual portfolio?

Physical Showroom Portfolio on Social Media No — Quote From Site Visits Only

How do most of your leads come in? *

Google Search/Maps Referrals Angi/HomeAdvisor Builder/GC Relationships HOA Property Managers Other

What are your primary service lines? *

New Garage Door Installation (Residential) New Door Installation (Commercial) Spring Repair Opener Install/Repair Cable/Track Repair Emergency Service Commercial Rolling Doors/Fire Doors Custom Wood/Carriage House Doors Smart/Connected Opener Upgrades

Which opener brands do you install and service?

LiftMaster Chamberlain Genie Overhead Door Wayne Dalton Sommer Craftsman All Major Brands

Which door brands do you carry or are a dealer for? *

Clopay Wayne Dalton Amarr Overhead Door CHI Overhead Doors Carriage House Door Martin Door Custom/Fabricated

Do you offer same-day or emergency repair? *

Yes — Same-Day Guaranteed Yes — Same-Day Most Calls Next Business Day Only No Emergency Service

What is your typical residential repair ticket?

Under $200 $200–$400 $400–$800 $800+ (Major Repair or Replacement)

Do you serve commercial clients (warehouses, auto dealers, fire stations)?

Yes — Significant Revenue Yes — Occasionally No — Residential Only

Are you a Clopay Master Authorized Dealer or hold factory certifications?

Yes — Clopay Master Authorized Yes — Other Factory Certification No

What software do you use for scheduling and dispatch?

Do you have a showroom with door styles and hardware?

Yes — Physical Showroom No — Digital Catalogs and Samples

How much of your revenue is repair vs. new installation?

Mostly Repair (70%+) Split 50/50 Mostly New Installation (70%+)

What products do you sell and install? *

Replacement Windows (Residential) New Construction Windows Entry Doors (Steel, Fiberglass, Wood) Sliding/Patio Doors French Doors Storm Doors Impact/Hurricane Windows & Doors Skylights Commercial Storefront/Curtain Wall

Which window brands do you carry or are certified to install? *

Andersen Pella Marvin Milgard Simonton/PlyGem Jeld-Wen Harvey Alside Sunrise Windows We Manufacture Our Own

Do you sell impact/hurricane-rated products?

Yes — Major Focus Yes — Offered But Not Primary No

What energy efficiency programs apply to your products?

ENERGY STAR Certified Installer NFRC Rated Inflation Reduction Act Tax Credit Eligible Utility Rebate Programs Passive House Standard None

What is your average residential project value? *

Under $3,000 (Single Window/Door) $3,000–$10,000 (Partial) $10,000–$30,000 (Whole-Home) $30,000+ (High-End/Custom)

Do you hold AAMA InstallationMasters certification?

Yes No

Do you offer financing? Through which lender?

Yes — GreenSky Yes — Synchrony Home Yes — In-House Terms No

What percentage is replacement vs. new construction?

Mostly Replacement (70%+) Split 50/50 Mostly New Construction (70%+)

Do you serve commercial clients?

Yes — Significant Yes — Occasionally No — Residential Only

Do you have a showroom with operating displays?

Yes — Full Showroom Yes — Limited Samples No — In-Home Consultations Only

What solar and related services do you offer? *

Residential Solar Panels Commercial/Industrial Solar Battery Storage (Tesla Powerwall, Enphase IQ, Franklin WH) EV Charger Installation Solar Panel Cleaning/Maintenance Solar + Roofing (Integrated) Solar Monitoring

Which equipment brands do you install?

SunPower (Maxeon) Panasonic Q CELLS REC Group Enphase Microinverters SolarEdge Optimizers Tesla Powerwall Enphase IQ Battery Franklin WH

Are you a certified/authorized installer for any manufacturers?

SunPower Elite Dealer Enphase Platinum Installer Tesla Certified Installer SolarEdge Preferred Panasonic PRO Diamond Q CELLS Q.PARTNER None

How do you primarily sell? *

In-Home Design Consultations Online Instant Quote Tool Door-to-Door Canvassing Referral/Word of Mouth Events/Home Shows Purchased Leads (EnergySage, Solar.com)

What financing options do you offer? *

Cash Purchase Solar Loan (Mosaic, GoodLeap, Sunlight Financial) Lease Power Purchase Agreement (PPA) All of the Above

What is your average residential system size and installed price?

Under $20,000 $20,000–$35,000 $35,000–$60,000 $60,000+ (Large/Battery+Solar)

What licenses and certifications does your team hold? *

NABCEP PV Installation Professional NABCEP PV Technical Sales State Electrical Contractor License State General Contractor License OSHA-10/30

What states or utility territories do you operate in? *

How do you differentiate from national installers (Sunrun, SunPower direct, Titan Solar)?

What software do you use for system design and proposals?

Aurora Solar Solargraf Helioscope OpenSolar Scanifly Manual/Paper Other

What types of properties do you manage? *

Single-Family Homes Small Multifamily (2–4 Units) Apartment Complexes (5–50 Units) Large Multifamily (50+) Short-Term Rentals (Airbnb/VRBO) Commercial (Retail, Office, Industrial) HOA/Community Associations

Who are your target clients? *

Individual Landlords/Investors Real Estate Investors (Flippers/BRRRR) HOA & Condo Boards Institutional/Commercial Owners

What is your current portfolio size and growth target?

Under 50 Units 50–200 Units 200–500 Units 500+ Units

What is your fee structure?

Percentage of Rent Flat Monthly Fee Per Unit Leasing/Placement Fee Maintenance Markup Combination

What property management software do you use? *

Do you handle short-term rental management (Airbnb/VRBO)?

Yes — Primary Focus Yes — Alongside Long-Term No

Do you have in-house maintenance staff or coordinate vendors?

Full In-House Maintenance Dedicated Vendor Network Combination

Are you a licensed real estate broker or PM company? *

Licensed Broker With PM Division Licensed Property Management Company Under a Broker's License No License (Exempt State)

What markets/cities do you operate in, and do you plan to expand? *

What is your primary lead source for new owner clients? *

Referrals From Real Estate Agents Google Search/Maps Investor Meetups/BiggerPockets Cold Outreach to Landlords Social Media No Formal Lead Gen — This Is the Problem

What type of facility do you run? *

Personal Training Studio Semi-Private Training Group Fitness Studio CrossFit / Functional Fitness Yoga / Pilates Studio Boxing / Martial Arts Full-Service Gym Boutique Studio Strength & Conditioning Wellness Center Recovery / Spa Services

Which services do you offer? *

1-on-1 Personal Training Semi-Private Training Group Classes Open Gym Access Nutrition Coaching Online / Virtual Training Youth Programs Senior Programs Corporate Wellness Recovery Services Massage / Bodywork Supplements / Retail

How do clients pay you? *

Monthly Membership Class Packs / Punch Cards Per-Session Drop-In Long-Term Contracts Pay-As-You-Go Annual Memberships

What's your most common first-time offer? *

Free Trial Class Free Consultation Discounted Intro Pack Free Assessment Tour & Walkthrough No Set Offer

What software do you use for scheduling and member management?

Mindbody Mariana Tek Wodify TrueCoach Trainerize PushPress Glofox Zen Planner TeamUp ClassPass Square Appointments None Yet Other

How many locations do you operate? *

1 2–3 4–10 10+

What city or area do you primarily serve? *

How many trainers, instructors, or staff work at your gym?

Just Me 2–4 5–10 10–25 25+

Roughly how many active members or clients do you have today?

Under 25 25–50 50–100 100–250 250–500 500+

What makes your gym different from the big-box and franchise options nearby?

How do you want pricing shown on the website? *

Show Full Pricing Publicly Show "Starting At" Prices Contact for Pricing (Hidden) Free Trial First, Then Pricing on Call Not Sure Yet

How should your class schedule appear on the site?

Live Embed from Scheduling Software Static Weekly Grid (We Update Manually) Link Out to External Schedule (Mindbody, etc.) No Schedule Page Needed Not Sure Yet

How many trainers or coaches do you want featured on the site? *

1–3 4–6 7–10 10+ Just an "About Us" — no individual profiles

Do you have bios and headshots ready for your team?

Yes — All Ready Some Ready, Some Need Help No — Need to Create Them No Photos, but Have Bios

Do you have member success stories, before/after photos, or testimonials?

Before/After Transformation Photos Written Testimonials Video Testimonials Member Success Stories / Case Studies Google Reviews We Can Pull From Nothing Yet — Need Help Gathering

Describe your industry and what your business does. *

What are the main services or products you offer? *

Do you serve consumers, businesses, or both? *

Consumers (B2C) Businesses (B2B) Both

What is your service area or market? *

What licenses, certifications, or credentials do you hold?

Do you have professional photos of your work, products, or team?

Yes — Professional Quality Yes — Phone Photos No — Need Help With This

Who are your main competitors, and what makes you different?

Where do your customers come from today? *

Google Search/Maps Referrals Social Media Paid Ads Direct/Walk-In Other

What is your Google review count and rating?

What specific outcomes do you want from a new website or digital marketing? *

Your Goals

What are you looking to achieve?

What services are you interested in? *

Web Design SEO Lead Generation All of the Above

What's the main goal of your website? *

Generate Leads Drive Phone Calls Online Bookings / Appointments Sell Products / E-Commerce Build Brand Authority Showcase Portfolio / Past Work Educate Visitors / Content Hub Recruit / Careers

Monthly Budget Range

How did you hear about us?

What's the biggest challenge your business faces online right now?

You're all set.

We've got everything we need to get started on your website. Will is going to review your answers and follow up with next steps.

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