RLP Onboarding

Client Onboarding

Email *

First Name *

Last Name *

Accounting Email *

Organization *

Website *

Owner Phone/Mobile Number (Only For Emergencies) *

Company Phone Number *

All Team Members *

Location: Address, City, State, Zip Code *

Which email(s) would you like lead, appt, reschedule & cancellation notifications sent to? *

Which phone number(s) would you like lead, appt, reschedule & cancellation notifications sent to? *

Anything else we should know about? *

Learn more about our client referral system!

Market Research - Questions

These market research questions are extremely important to us & our process. Please take your time & fill these in with as much detail as possible.

How many calls per month do you currently get from your online marketing?

How many of those leads do you consistently turn into customers?

How many calls do you expect in the next month and have you closed Facebook/Google calls before? *

Is there someone always available to take calls? *

How many customers weekly do you need to keep your business growing? *

What do you charge on average for a water damage job? *

What types of marketing have you done in the past? *

What has been your best performing marketing and how much are you spending? *

What other marketing agencies/programs have you tried and what frustrations did you have with them? (if applicable) *

Which types of jobs are most profitable for you? *

What’s your biggest goal and how would you want to improve over this coming year?

For new calls coming in, what's your current close rate?

Why should a customer choose you over other water damage/construction companies? (simple answer) *

After all this goes well would you prefer to create a written or verbal testimony? *