Client Intake Form
Email
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Address (For contract)
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Which package did the client/you choose?
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Package #1 ($1997)
Package #2 ($997)
Package #3 ($497)
No Sale
Payment Plan (Custom Package)
Package Description (Custom Package)
Did the client complete the payment?
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Discovery Call Notes
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How Many Years Have You Been In Business?
0-3
4-7
8-10
10+
What are your most profitable jobs currently?
Water damage
Mold damage
Fire damage
What types of jobs do you currently quote and complete the most?
What parts of town would you like your business to dominate?
With the current teams you have in the field, how many jobs do you complete weekly?
3-5
6-10
11-15
16-20
20+
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What is the average value of each ticket or job you currently complete?
What types of jobs do you want more of?
How many employees or contractors do you currently have actually doing these jobs (not including administrative assistants or marketing positions)?
How many more jobs can your current team take on per week before you have to hire more people?
We work with companies at all different levels of profitability. Just as an approximate number would you say your profitability (after all direct costs of the job) on these jobs is 50% or more?
What percentage of your business includes jobs that bill insurance companies?
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