Digital Opportunity Review — Launch Marketing

Digital Opportunity Review

A few questions before we look at your website, online visibility, customer journey, and the systems behind your marketing.

You don’t need perfect answers — tell us what you know, and skip anything optional you’re unsure of. Please don’t include passwords or sensitive customer information.

Tell us about your business

The basics — so we know who we’re reviewing and how to reach you.

Business name *

Please enter your business name.

Your name *

Please enter your name.

Email address *

Please enter a valid email.

Phone number

Website URL *

Please enter your website URL.

Business location (city / state) *

Please enter your city and state.

Geographic area you serve *

Please enter the area you serve.

In a few sentences, what does your business do? *

Please tell us a bit about your business.

What products or services would you most like customers to find or contact you about? *

Please share your main products or services.

What would you like to improve?

This helps us compare your priorities with what we see during the review.

What prompted you to request a Digital Opportunity Review? (Choose all that apply)

Our website needs improvement We are not getting enough leads or inquiries People have trouble finding us online We are not sure how well we show up on Google We want to improve visibility in AI/search platforms Our marketing feels scattered or inconsistent We need a better way to follow up with leads We want to improve internal systems or processes We are doing too much manually We are considering a website redesign We are not really sure what we need Other

If you could improve ONE thing about your current marketing or digital presence, what would it be? *

Please share the one thing you’d improve.

What is the biggest challenge your business is currently facing when it comes to attracting, converting, or following up with customers?

A quick note — we’re looking for the biggest opportunities, not a long list of everything that could possibly be changed.

Your current online presence

Do you have a Google Business Profile? If yes, share the link if you have it handy.

Which social media platforms does your business actively use? (Choose all that apply)

Facebook Instagram LinkedIn TikTok YouTube Pinterest X / Twitter Other We are not currently active on social media

Please share links to any social media accounts you’d like us to consider.

How do most new customers currently find your business? (Choose all that apply)

Google / search engines Google Maps Word of mouth / referrals Facebook / social media Paid advertising Website Existing customers Community involvement / networking Direct sales / outreach I’m not sure Other

Lead capture + customer journey

What happens after someone decides they may want to work with you — especially the steps that aren’t visible from the outside.

How can a potential customer currently contact your business? (Choose all that apply)

Phone Email Website contact form Quote / request form Online scheduling Facebook / social media message Online chat Walk-in / in person Other

When someone fills out a form or sends an online inquiry, what happens next? *

Please describe what happens next.

Who is responsible for following up with new inquiries? How quickly do you typically try to respond?

How do you keep track of leads that haven’t decided yet? (Choose all that apply)

CRM Spreadsheet Email inbox Paper / notes Calendar or task system We rely mostly on memory No formal follow-up system Other

Anything else we should know about your current lead or follow-up process?

Your systems + tools

Don’t worry if you don’t know the exact name of every tool — we’re just trying to understand the systems behind your marketing and customer process.

Do you currently use a CRM or customer management system? If yes, which one?

What other tools or software are important to running your business?

Where do you currently keep customer information? (Choose all that apply)

CRM Accounting software Spreadsheet Email Paper files Industry-specific software Multiple places Other

How are appointments or jobs scheduled?

How do you currently follow up on estimates, quotes, or proposals? (Choose all that apply)

Automatically through software CRM reminders Calendar / task reminders Email Someone manually keeps track No consistent process Not applicable

How do you currently ask customers for reviews? (Choose all that apply)

Automated request Email Text In person Social media We ask occasionally We do not currently have a process

Does your team have recurring tasks or processes that feel overly manual or repetitive? If yes, tell us about one or two of them.

Are there places where you or your employees enter the same information more than once? If yes, tell us where that happens.

A few final questions

How soon are you hoping to make improvements?

Have you worked with a marketing agency, web designer, or digital consultant before?

Is there anything you’ve already tried that worked especially well — or didn’t work at all?

Is there anything else you think would be helpful for us to know before we review your business?

No passwords or account access are needed for this review. Once we’ve had a look, we’ll share our findings and, whenever possible, schedule a short call to walk through what we found.

You’re all set

Thanks for taking the time to walk us through your business. We’ll review your website, visibility, customer journey, and systems, and follow up with what we find.