New Client Intake Questionnaire – everyone fills this out

1.  Best email address and phone number at which to reach you: bfrey831@gmail.com 408.859.4668 mark@tricountyinsulation.com 831.901.2687

2.  Official / legal name of your business: Tricounty Insulation and Acoustical Contractors A division of Statewide Insulation Inc.

3.  Other names your business has operated under: None

4.  Business name you currently use or plan to use for your Google+ Local page (AKA Google Places page): Tricounty Insulation and Acoustical Contractors

5.  Full physical street address of your location.  Please include suite #, if applicable.  (Note: Using P.O. boxes, UPS boxes, or “virtual offices” for any of your locations is NOT allowed in Google.  Please let me know if your address is any one of these.)

Santa Clara Location: 910 George Street, Santa Clara, CA 95054 Phone: 408-567-9955 Fax: 408-567-9555

6.  Is that the only location of your business?  If not, please list the addresses of your other locations – as well as any old

addresses.  Please also indicate which locations, if any, are not physical addresses where you actually meet customers.Santa Cruz Location: 1900 F Commercial Way, Santa Cruz, CA 95065 Phone: 831-475-2205 Fax: 831-475-8243

Santa Maria Location: 715 Arctic Ave., Santa Maria, CA 93454 Phone: 805-332-3480 Fax

7.   Do you share this street address with any other businesses, or do you use this address for other Google pages?In either case, please specify the suite # of the Google page you’d like me to work on.

NO

8.  If I mailed a letter to this exact address, would you be able to receive it easily? YES

9.  Where do you do business with your customers: at your address or at theirs? THEIRS

10.  Roughly how long has your business been located at that address?  (2 years, 2 months, 2 weeks?)Company has been is business since 1979. At the Santa Cruz location for ~25 years… which has been the corporate headquarters however Santa Clara is much larger today and houses the infrastructure. ~In Santa Clara for 10 years

11.  Office phone number (should use a local area code): see number 6 above

12.  Is this number for a standard landline - or is it a cell number, or does it forward, or do you track calls on it? These 3 location all have land lines

13.  Do you use this phone number for any other locations or other businesses you own? No… not specifically. They all have their own unique numbers

14.  Do you use call-tracking numbers in any of your online marketing efforts?  If so, please specify the number(s).NO

15.  Other phone numbers you may have used in the past for your business:1-800-2INSUL8 1-800-247-7858

16.  Have you ever paid for advertising of any kind (e.g. with YellowPages)?  Please specify.Yellow Pages; construction “Blue Book”

17.  Your website URL: WWW.tricountyinsulation.comAlso check www.tricountyinsulationsantacruz.com as YP was working on an updated version of the site

18.  Is this the only website you use for this business?  If not, please list the names of all your other sites.

We have other URLs… www.insulategreen.com and the santa cruz version of the main site.

19.  Do you have any other website URLs that “forward” or “redirect” to the above website URL(s)?

Not functioning

20.  Do you currently have the ability to make changes to your website whenever you’d like?NO

21.  Who bought your website hosting and domain name?

Mark… the owner or his nephew Steve who works at the company

22.  Has your website ever been penalized by Google?  (If you’ve had dramatic drops in traffic, you may have been penalized.)NOT THAT WE KNOW OF

23.  Are you currently considering revamping your site or building a new one in the foreseeable future?

YES!

24.  Has your Google Places page ever been “suspended” or otherwise penalized, to your knowledge?

NO

25.  Do you currently have access to your Google+ Local page?  (In other words, could you make edits to your page right now?)

NOT SURE

26.  What are 1-10 local search terms for which you’d most like to get visible in Google?  (These are only to give me an idea of your goals; I’ll let you know which terms I think you can get visible for.)

MOST YOU KNOW… BUT TRY “DRAFT” OR “COMFORT” GREEN INSULATION

27.  If you had to pick ONE most-important service or local search term to get visible for, what would it be? INSULATE

28.  What is the specific city / geographical area you’d like to be visible in, ideally?We need to target SF Bay Area Monterey Bay Are and Central Coast Area and that is how we should list the three locations… not Santa Cruz, Santa Clara, Santa Maria

29.  How do you currently attract most of your customers / clients / patients?  (E.g. word-of-mouth, AdWords ads, etc.)We chase new building permits use the “Blue Book” repeat customers referrals

30.  Does your site have any page-one rankings on Google?  If so, please specify at least a  few keywords you currently rank for.NOT THAT WE KNOW FO

31.  Have you listed your business on third-party sites like Yelp, Angie’s List, etc.?  If so, who has the login info for those listings?Yes… Mark has these but I can get them

32.  If I said that you should ask some of your customers / clients / patients to write reviews for you, how willing would you be to ask them?  (Let’s use a scale of 1-10: 1 meaning you refuse to ask, 10 meaning you’re totally motivated.)

10

33.  If I suggested that you write a few pages of info about your services, would you or someone in your company be willing to write those pages (with my guidance)?

YES

34.  Have you ever tried to “build links” to your website?NO

35.  Have you worked with any SEO companies in the past?  If so, what was your experience?

NO

36.  What keeps you up at night?  What’s been your biggest marketing challenge?

ACCOUNTABILITY, FOLLOW UP AND FOLLOW THROUGH

GROWING OUR BUSINESS….