Partner Information

(to be completed if you purchased Conversion Navigator+ with the Business Automated Pipeline, Conversion Avenger or a Meta Marketing Package.)

Industry *

Solar

Roofing

Home Renovation

Custom Niche

Business Size *

1-10 employees

11-50 employees

51-200 employees

201+ employees

Business Owner Full Name *

Email For Notifications *

Business Email *

Business Phone *

Phone Number For SMS Notifications *

Website URL *

Facebook Business Page URL

Instagram Business Page URL

Google My Business Page URL

Company Name *

Please use the business address that matches with the registered business entity on file with the IRS or State.

Address *

City *

State *

Postal code *

Are you using any CRM or automation tools currently? *

Yes

...If Yes, Please Detail Current CRM & Automation Tools

Business Brand Tone Alignment

(to be completed if you purchased Conversion Navigator+ with the Business Automated Pipeline, Conversion Avenger or a Meta Marketing Package.)

Primary Color Code *

Secondary Color Code *

Logo *

Please upload current business logo

How would you describe your brand's personality in three words? *

Who is your ideal customer? Please describe them in detail. *

What kind of relationship do you want to build with your customers through your messaging? *

Can you share examples of brands whose communication style you admire or would like to emulate?

What are the key messages or values you want to communicate through your brand's tone?

Are there any specific phrases, jargon, or language styles that resonate with your brand or industry? *

Is there any language, tone, or approach you specifically want to avoid in your brand's communication? *

What sets your brand apart from competitors? *

How do you prefer to handle customer objections or concerns in your communication?

What action do you want your audience to take when they interact with your brand through Conversion Avenger?

Business Automation Pipeline Intake

(to be completed if you purchased Conversion Navigator+, Conversion Avenger or a Meta Marketing Package.)

Customizing your Business Automation Pipeline is a straightforward process designed to enhance the efficiency and effectiveness of your sales cycle. Our example pipeline template is grounded in industry best practices and serves as a robust starting point. By defining custom triggers—such as new lead generation or appointment bookings—we seamlessly integrate these workflows into your existing business processes. Utilizing the insights from the brand definition section, we'll personalize your SMS and email communications to resonate with your audience, ensuring a smooth transition and impactful results.

Describe how you currently generate new leads. Do you use Facebook Lead Ads, landing pages, or other methods?

What key pieces of information do you require from leads?

How do you prefer to initially engage with new leads?

Do you have a preferred welcome message or offer?

After the initial contact, how often do you follow up with leads? What is your preferred cadence?

What actions do you consider a successful outcome from lead engagement?

How do you currently manage leads that do not respond to initial outreach?

Once a lead responds, what are the next steps in your process? How do you move them towards booking an appointment?

How do you handle no-shows for appointments? What is your process for attempting to rebook?

Describe your current appointment confirmation and reminder process.

How do you collect feedback or update lead status post-appointment?

What strategies do you use for re-engaging leads that have gone cold?

How do you encourage warm leads to sign contracts or submit deposits?

How do you currently use conversion data to inform your marketing strategies?

Describe your approach to managing unresponsive leads and honoring unsubscribe requests.

META MARKETING INTAKE

(to be completed if you purchased Meta Marketing)

Business Services Offered

Identify Your Most Profitable Services

Challenges Facing Your Most Profitable Services:

What Is Your Biggest Marketing Challenge?

Can You Provide At Least One Written/Review Testimonial From Past Clients?

Yes

Can You Provide At Least One Video Testimonial From Past Clients?

Yes

What cities do you serve?

Please Upload 10 Business Photos Per Agreement *

How would you describe your pricing?

Cheap

Middle of the Road

Expensive

How would you describe the time it takes to fulfill a customer order?

Slow

Usually faster than most

We get the job done fast

There is nobody that’s faster

Describe your process when getting a new client - Write it all out below:

Are you willing to finance customers?

Yes

Update Your Company Information

Click "Next" If No Update Required