Created
December 4, 2025 17:00
-
-
Save BadAsstronaut/9a07d4aaa015cb69e77276a66f800cc2 to your computer and use it in GitHub Desktop.
CLIENT_INTAKE.md
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| # LEADGARDEN CLIENT INTAKE QUESTIONNAIRE | |
| **HOW THIS WORKS:** | |
| LeadGarden is a complete marketing system with built-in analytics, assessment tools, and conversion optimization. You provide the raw ingredients (facts, photos, brand identity), we deliver the finished product (compelling copy, design, and lead generation infrastructure). | |
| **WHAT'S INCLUDED AUTOMATICALLY:** | |
| ✓ Professional website that works perfectly on phones | |
| ✓ Quiz/assessment tool to attract leads | |
| ✓ Automatic follow-up via email, text, and WhatsApp | |
| ✓ Contact forms and booking calendar | |
| ✓ Ad tracking (so you know where customers find you) | |
| ✓ Legal pages (privacy policy, terms, etc.) | |
| **YOUR JOB:** Provide facts and raw data | |
| **OUR JOB:** Transform it into conversion-focused marketing copy | |
| --- | |
| ## BRAND IDENTITY | |
| **1. Business name** | |
| ``` | |
| [Text input - required] | |
| ``` | |
| **2. Tagline/slogan** | |
| ``` | |
| [Text input] | |
| Help text: If you have one, or describe the key benefit you provide | |
| ``` | |
| **3. Brand colors** | |
| ``` | |
| Primary color: [Color picker] or [Text input: #hexcode] | |
| Secondary color: [Color picker] or [Text input: #hexcode] | |
| Accent color: [Color picker] or [Text input: #hexcode] | |
| Help text: Hex codes preferred (e.g., #FF5733) | |
| ``` | |
| **4. Logo files** | |
| ``` | |
| [File upload zone] | |
| Note: Files will be collected in media upload flow | |
| Accepted: SVG, PNG with transparent background | |
| ``` | |
| **5. Favicon** | |
| ``` | |
| [File upload zone] | |
| Note: Square format, 512x512px minimum | |
| Accepted: PNG, ICO | |
| ``` | |
| **6. Brand voice/personality** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Professional/Corporate | |
| ○ Friendly/Conversational | |
| ○ Warm/Empathetic | |
| ○ Authoritative/Expert | |
| ○ Playful/Creative | |
| ○ Direct/No-nonsense | |
| ``` | |
| --- | |
| ## BUSINESS BASICS | |
| **7. Business owner/founder name and credentials** | |
| ``` | |
| Full name: [Text input - required] | |
| Credentials: [Text input] | |
| Help text: Example: "Jane Smith, LMFT, MBA" | |
| ``` | |
| **8. Experience level** | |
| ``` | |
| [Number input] years in business | |
| OR | |
| [Number input] years of experience in this field | |
| ``` | |
| **9. Business location and service area** | |
| ``` | |
| City: [Text input - required] | |
| State/Province: [Dropdown - required] | |
| Service area: [Text area - 2 rows] | |
| Help text: Example: "Serving all of Orange County" or "Virtual services nationwide" | |
| ``` | |
| **10. Primary contact information** | |
| ``` | |
| Email: [Email input - required] | |
| Phone: [Phone input - required] | |
| WhatsApp: [Phone input] | |
| ``` | |
| **11. Languages you serve customers in** | |
| ``` | |
| [Checkbox group - multi-select] | |
| ☐ English | |
| ☐ Spanish | |
| ☐ French | |
| ☐ Mandarin | |
| ☐ Portuguese | |
| ☐ Arabic | |
| ☐ Other: [Text input] | |
| ``` | |
| **12. Licenses, certifications, or professional affiliations** | |
| ``` | |
| [Text area - 3 rows] | |
| Help text: List all relevant credentials, one per line | |
| ``` | |
| **13. Hours of operation** | |
| ``` | |
| [Text area - 2 rows] | |
| Help text: Example: "Monday-Friday 9am-5pm PST" or leave blank if not applicable | |
| ``` | |
| --- | |
| ## COMPETITOR INTELLIGENCE | |
| **14. List 3-5 direct competitors** | |
| ``` | |
| [Repeatable field group - minimum 3, maximum 5] | |
| Competitor 1: | |
| Business name: [Text input - required] | |
| Website URL: [URL input - required] | |
| Competitor 2: | |
| Business name: [Text input - required] | |
| Website URL: [URL input - required] | |
| Competitor 3: | |
| Business name: [Text input - required] | |
| Website URL: [URL input - required] | |
| [+ Add another competitor] (up to 5 total) | |
| ``` | |
| **15. What do they do well that you need to match or beat?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| ``` | |
| **16. What do they do poorly that creates an opportunity for you?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| ``` | |
| **17. What makes you different from all of them?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: This is your unique positioning - be specific | |
| ``` | |
| --- | |
| ## TARGET AUDIENCE & POSITIONING | |
| **18. Who is your ideal customer?** | |
| ``` | |
| Demographics: | |
| [Text area - 3 rows - required] | |
| Help text: Age range, income level, location, occupation | |
| Pain points: | |
| [Text area - 3 rows - required] | |
| Help text: What keeps them up at night? What frustrates them? | |
| Goals: | |
| [Text area - 3 rows - required] | |
| Help text: What do they want to achieve? What's their desired outcome? | |
| Current situation: | |
| [Text area - 3 rows - required] | |
| Help text: Where are they now? What's their starting point? | |
| ``` | |
| **19. What specific problem do you solve for them?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: Be concrete and specific | |
| ``` | |
| **20. What language/phrases do your customers use to describe their problem?** | |
| ``` | |
| [Text area - 3 rows - required] | |
| Help text: How do they talk about it with friends? What do they Google? | |
| ``` | |
| **21. What objections prevent them from buying from you?** | |
| ``` | |
| [Checkbox group - multi-select - required] | |
| ☐ Price/cost concerns | |
| ☐ Time commitment | |
| ☐ Skepticism about results | |
| ☐ Fear of change | |
| ☐ Don't understand what you do | |
| ☐ Don't think they need it yet | |
| ☐ Past bad experiences with similar services | |
| ☐ Other: [Text input] | |
| ``` | |
| **22. What's your unique selling proposition (USP)?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: The ONE thing that makes you the only logical choice. Why you, not them? | |
| ``` | |
| --- | |
| ## SERVICES & OFFERINGS | |
| **23. List all services/products you offer** | |
| ``` | |
| [Repeatable field group - minimum 1, maximum 10] | |
| Service 1: | |
| Service name: [Text input - required] | |
| What it is: [Text area - 3 rows - required] | |
| Duration/format: [Text input] | |
| Help text: e.g., "60-min session", "6-week program", "Self-paced course" | |
| Price: [Text input - required] | |
| Help text: Exact price or "Contact for pricing" | |
| Expected results/outcomes: [Text area - 2 rows - required] | |
| Help text: What specific results do clients achieve? | |
| [+ Add another service] | |
| ``` | |
| **24. Special offers, package deals, or promotions?** | |
| ``` | |
| [Text area - 3 rows] | |
| Help text: List any current or ongoing special offers | |
| ``` | |
| **25. What's your service delivery process/methodology?** | |
| ``` | |
| [Text area - 5 rows - required] | |
| Help text: How do clients work with you from start to finish? What are the steps? | |
| ``` | |
| **26. What makes your approach different from how competitors deliver similar services?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| ``` | |
| --- | |
| ## HERO SECTION CONTENT | |
| **27. Main benefit/outcome you provide** | |
| ``` | |
| [Text area - 3 rows - required] | |
| Help text: What transformation do customers experience? Provide raw facts, we'll create compelling copy | |
| ``` | |
| **28. Specific problem you solve** | |
| ``` | |
| [Text area - 3 rows - required] | |
| Help text: What pain goes away when they work with you? | |
| ``` | |
| **29. Secondary call-to-action** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Call this phone number: [Phone input] | |
| ○ Text/WhatsApp: [Phone input] | |
| ○ Book appointment via: [URL input] (Calendly/booking link) | |
| ○ Fill out contact form | |
| ○ Other: [Text input] | |
| ``` | |
| --- | |
| ## ABOUT/STORY | |
| **30. Why did you start this business?** | |
| ``` | |
| [Text area - 5 rows - required] | |
| Help text: Key facts about your origin story - we'll craft the compelling narrative | |
| ``` | |
| **31. Your mission, vision, or philosophy** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: Core idea or belief that drives your work - we'll refine the messaging | |
| ``` | |
| **32. Personal bio and background** | |
| ``` | |
| Education/training: [Text area - 2 rows] | |
| Career highlights: [Text area - 3 rows] | |
| Relevant experience: [Text area - 3 rows] | |
| Certifications: [Text area - 2 rows] | |
| ``` | |
| **33. What do you want customers to know about you personally?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: What differentiates you as a practitioner/business owner? | |
| ``` | |
| --- | |
| ## SOCIAL PROOF | |
| **34. Customer testimonials** | |
| ``` | |
| [Repeatable field group - minimum 3, maximum 10] | |
| Testimonial 1: | |
| Full quote: [Text area - 4 rows - required] | |
| Customer name: [Text input - required] | |
| Customer location/context: [Text input] | |
| Help text: e.g., "Small business owner, Austin TX" or "Mother of 3" | |
| Customer photo: [File upload] (will be collected in media flow) | |
| [+ Add another testimonial] | |
| ``` | |
| **35. Quantifiable proof** | |
| ``` | |
| Number of customers served: [Number input] | |
| Years of experience: [Number input] | |
| Success rate or key metrics: [Text area - 2 rows] | |
| Help text: e.g., "95% client satisfaction rate" or "Over 10,000 sessions delivered" | |
| ``` | |
| **36. Awards, recognition, or notable achievements** | |
| ``` | |
| [Text area - 3 rows] | |
| ``` | |
| **37. Case studies or success stories** | |
| ``` | |
| [Text area - 5 rows] | |
| Help text: Before/after transformations with specific results | |
| ``` | |
| --- | |
| ## MEDIA ASSETS | |
| _Note: All media files will be collected through the dedicated media upload flow. This section confirms what you have available._ | |
| **38. Photography checklist - what do you have ready?** | |
| ``` | |
| [Checkbox group - multi-select] | |
| ☐ Professional headshot (high resolution, 1MB+) | |
| ☐ Service/action shots (minimum 10 images) | |
| ☐ Workspace/location photos | |
| ☐ Product photos (if applicable) | |
| ☐ Team photos (if applicable) | |
| ☐ Before/after photos (if applicable) | |
| ☐ Lifestyle images showing customer outcomes | |
| ☐ Background images for hero sections (2000px+ wide) | |
| Photo quality: | |
| ○ I have professional photos ready | |
| ○ Please select appropriate stock images for me | |
| ○ I need a photographer referral | |
| ``` | |
| **39. Video content availability** | |
| ``` | |
| [Checkbox group - multi-select] | |
| ☐ Welcome/intro video (30-90 seconds) | |
| ☐ Service demonstration videos | |
| ☐ Customer testimonial videos | |
| ☐ Behind-the-scenes content | |
| ☐ Process/methodology explainer videos | |
| ☐ No video content available | |
| If available, provide links: | |
| [Text area - 3 rows] | |
| Help text: YouTube, Vimeo, or Google Drive links | |
| ``` | |
| **40. Certifications/licenses** | |
| ``` | |
| [File upload zone] | |
| Note: Will be collected in media flow | |
| Help text: Scanned images or PDFs | |
| ``` | |
| **41. Existing marketing materials** | |
| ``` | |
| [File upload zone] | |
| Note: Will be collected in media flow | |
| Help text: Brochures, flyers, presentation decks (for reference only) | |
| ``` | |
| --- | |
| ## WEBSITE MODULES & FEATURES | |
| **42. Which content pages do you need?** | |
| ``` | |
| [Checkbox group - multi-select - at least 3 required] | |
| ☐ Services page (detailed service descriptions) | |
| ☐ About page (story, credentials, philosophy) | |
| ☐ FAQ page | |
| ☐ Testimonials/Reviews page | |
| ☐ Process page (how you work with clients step-by-step) | |
| ☐ Contact page | |
| ☐ Pricing page | |
| ☐ Blog | |
| ☐ Resources/Downloads (guides, checklists) | |
| ☐ Portfolio/Gallery (before/after, project showcases) | |
| ``` | |
| **43. FAQ questions** | |
| ``` | |
| How many FAQ questions will you provide? [Number input] | |
| Option: | |
| ○ I'll provide my FAQ questions now: [Text area - 10 rows] | |
| ○ LeadGarden can draft common FAQs based on my industry | |
| ``` | |
| **44. Blog preferences** | |
| ``` | |
| [Radio buttons - single select] | |
| ○ Yes - write [Number input] starter posts for launch | |
| ○ Yes - but I'll add content later (launch with empty blog) | |
| ○ No blog needed | |
| ``` | |
| --- | |
| ## CONTACT & BOOKING | |
| **45. Contact form fields needed** | |
| ``` | |
| [Checkbox group - multi-select] | |
| ☑ Name (always included) | |
| ☑ Email (always included) | |
| ☐ Phone | |
| ☐ Message/Comments | |
| ☐ Service interested in (dropdown) | |
| ☐ Preferred contact method | |
| ☐ Budget range | |
| ☐ Timeline/urgency | |
| ☐ Company name (for B2B) | |
| ☐ Other: [Text input] | |
| ``` | |
| **46. External booking/scheduling link** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Yes - I have a booking link | |
| URL: [URL input] | |
| Help text: Calendly, Cal.com, Acuity, etc. - This will be linked from /meet page | |
| ○ No - use contact form only | |
| ``` | |
| **47. Where should contact form submissions go?** | |
| ``` | |
| Primary email: [Email input - required] | |
| CC email: [Email input] | |
| SMS notification: [Phone input] | |
| Help text: Get text message when someone submits form | |
| ``` | |
| --- | |
| ## TECHNICAL SETUP | |
| **48. Domain name** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ I own this domain: [Text input] | |
| ○ I need to purchase a domain | |
| Preferred name: [Text input] | |
| ○ LeadGarden will manage domain registration and setup | |
| ``` | |
| **49. Google Business Profile** | |
| ``` | |
| [Radio buttons - single select] | |
| ○ Yes - already set up | |
| Business name on Google: [Text input] | |
| ○ No - need setup assistance | |
| ○ Not applicable to my business | |
| ``` | |
| **50. What keywords do customers use to find services like yours?** | |
| ``` | |
| [Text area - 5 rows - required] | |
| Help text: List 5-10 search terms people would Google. One per line. | |
| Example: | |
| "marriage counselor near me" | |
| "couples therapy orange county" | |
| "relationship help" | |
| ``` | |
| **51. Social media accounts** | |
| ``` | |
| Facebook: [URL input] | |
| Instagram: [Text input - handle only] | |
| LinkedIn: [URL input] | |
| Twitter/X: [Text input - handle only] | |
| TikTok: [Text input - handle only] | |
| YouTube: [URL input] | |
| Other: [Text input] | |
| ``` | |
| **52. Existing website** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Yes - replacing existing site | |
| Current URL: [URL input] | |
| Help text: We'll review for content migration | |
| ○ No - this is my first website | |
| ``` | |
| --- | |
| ## ADVERTISING & TRACKING PIXELS | |
| _Provide these IDs if you're running paid advertising. We'll install tracking for proper attribution._ | |
| **53. Facebook/Meta Pixel** | |
| ``` | |
| Pixel ID: [Text input] | |
| Help text: Format: 123456789012345 (15-16 digits) | |
| ``` | |
| **54. Google Analytics 4** | |
| ``` | |
| Measurement ID: [Text input] | |
| Help text: Format: G-XXXXXXXXXX | |
| ``` | |
| **55. Google Ads** | |
| ``` | |
| Conversion ID: [Text input] | |
| Help text: Format: AW-XXXXXXXXX | |
| Conversion Label: [Text input] | |
| ``` | |
| **56. TikTok Pixel** | |
| ``` | |
| Pixel ID: [Text input] | |
| ``` | |
| **57. LinkedIn Insight Tag** | |
| ``` | |
| Partner ID: [Text input] | |
| ``` | |
| **58. Twitter/X Pixel** | |
| ``` | |
| Pixel ID: [Text input] | |
| ``` | |
| **59. Pinterest Tag** | |
| ``` | |
| Tag ID: [Text input] | |
| ``` | |
| **60. Affiliate Network Tracking** | |
| ``` | |
| [Repeatable field group - maximum 5] | |
| Partner 1: | |
| Network name: [Text input] | |
| Tracking ID: [Text input] | |
| Partner 2: | |
| Network name: [Text input] | |
| Tracking ID: [Text input] | |
| [+ Add another affiliate network] | |
| ``` | |
| --- | |
| ## LEGAL & COMPLIANCE | |
| **61. Privacy policy type** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Standard (covers contact forms, analytics, cookies) | |
| ○ E-commerce (adds payment processing, customer data handling) | |
| ○ Healthcare-adjacent (adds health information disclaimers) | |
| ○ I'll provide my own custom privacy policy | |
| ``` | |
| **62. Terms of service type** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Standard service business terms | |
| ○ E-commerce terms (adds refunds, shipping, returns) | |
| ○ Digital products/courses (adds licensing, access terms) | |
| ○ I'll provide my own custom terms of service | |
| ``` | |
| **63. Cookie consent banner** | |
| ``` | |
| [Checkbox group - multi-select] | |
| ☐ EU/GDPR compliance required | |
| ☐ California/CCPA compliance required | |
| ☐ Both GDPR and CCPA | |
| ☐ None needed (U.S. only, no special requirements) | |
| ``` | |
| **64. Industry-specific disclaimers needed** | |
| ``` | |
| [Checkbox group - multi-select] | |
| ☐ Medical/Health ("not a substitute for professional medical advice") | |
| ☐ Financial ("not financial advice") | |
| ☐ Legal ("not legal advice") | |
| ☐ Results disclaimer ("individual results may vary") | |
| ☐ FTC affiliate disclosure | |
| ☐ Earnings disclaimer | |
| ☐ Professional services disclaimer | |
| ☐ None needed | |
| ``` | |
| **65. Upload existing legal documents (if providing your own)** | |
| ``` | |
| [File upload zone - accepts PDF] | |
| Privacy Policy: [File upload] | |
| Terms of Service: [File upload] | |
| Other legal documents: [File upload] | |
| ``` | |
| --- | |
| ## EMAIL & TEXT MESSAGE SETUP | |
| _We'll set up professional email and text messaging for your business - you just need to tell us what to say._ | |
| **66. What email address should customers see messages from?** | |
| ``` | |
| Sending email: [Email input - required] | |
| Help text: Example: [email protected] or [email protected] | |
| Display name: [Text input - required] | |
| Help text: Example: "Jane Smith" or "Smith Counseling" | |
| ``` | |
| **67. What phone number for text messages and WhatsApp?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Use my current business number: [Phone input] | |
| ○ Get me a new business number (we'll set it up) | |
| ○ I don't want text/WhatsApp messaging | |
| ``` | |
| **68. Do you have a professional business email already?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Yes - I have email like [email protected] | |
| ○ No - I use Gmail/Yahoo/Hotmail for my business | |
| ○ No - please set up professional email for me | |
| ``` | |
| **69. Automatic follow-up messages** | |
| _When someone takes your quiz or fills out your contact form:_ | |
| ``` | |
| How should we follow up with them automatically? | |
| [Checkbox group - multi-select - required] | |
| ☐ Send them an email | |
| ☐ Send them a text message | |
| ☐ Message them on WhatsApp | |
| ☐ All of the above (recommended - gets best response) | |
| When should they get the first message? | |
| [Radio buttons - single select - required] | |
| ○ Right away (immediately) | |
| ○ Wait 15 minutes | |
| ○ Wait 1 hour | |
| ○ Next business day morning | |
| ``` | |
| **70. Follow-up message series** | |
| _We'll send a series of helpful messages over 2 weeks:_ | |
| ``` | |
| [Checkbox group - multi-select - at least 3 required] | |
| ☐ Day 1: Send their quiz results | |
| ☐ Day 3: Share helpful tips based on their results | |
| ☐ Day 5: Tell them a success story from a past client | |
| ☐ Day 7: Give them a special offer to work with you | |
| ☐ Day 14: Remind them to book a call or retake the quiz | |
| Want to change this? Describe what you prefer: | |
| [Text area - 3 rows] | |
| ``` | |
| **71. What's the main thing you want people to do after getting your messages?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Book a free consultation call with me | |
| ○ Schedule an appointment for my service | |
| ○ Buy a product or package | |
| ○ Just stay in touch for now (I'll follow up personally later) | |
| ○ Learn more about what I do | |
| ``` | |
| --- | |
| ## LEAD MANAGEMENT & COMMUNICATIONS | |
| _LeadGarden handles multi-channel lead communication. We integrate email, WhatsApp, and SMS to manage conversations from first contact through conversion._ | |
| ## HOW YOU WANT TO MANAGE LEADS | |
| _Tell us how you want to handle new customers who reach out._ | |
| **72. How do you want to be notified when someone contacts you?** | |
| ``` | |
| [Checkbox group - multi-select - at least 1 required] | |
| ☐ Email me at: [Email input] | |
| ☐ Text me at: [Phone input] | |
| ☐ WhatsApp me at: [Phone input] | |
| ☐ Just let me check the dashboard when I want to | |
| How often? | |
| [Radio buttons - single select] | |
| ○ Instantly - every time someone contacts me | |
| ○ Once per hour - bundle them together | |
| ○ Once per day - morning summary at 9am | |
| ○ I'll just check the dashboard myself | |
| ``` | |
| **73. When should YOU personally reach out to new leads?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Right away - I want to talk to everyone immediately | |
| ○ After they've gotten my automatic messages (after Day 7-14) | |
| ○ Only if they score high on the quiz (70% or higher) | |
| ○ Only when they do something specific: [Text input] | |
| Help text: Like "Click the booking link" or "Reply to my email" | |
| ○ I'll handle it all myself - just collect their info | |
| ``` | |
| **74. Do you want different leads sent to different people?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ No - I handle everything myself | |
| ○ Yes - send different leads to different people/emails based on: | |
| [Radio buttons - single select] | |
| ○ Their quiz score (high/medium/low) | |
| ○ Which service they're interested in | |
| ○ Their budget level | |
| [If yes, show routing fields] | |
| ``` | |
| **75. Communication style for automatic messages** | |
| ``` | |
| How should automatic messages sound? | |
| [Radio buttons - single select - required] | |
| ○ Professional ("Dear Jane, Thank you for your interest...") | |
| ○ Friendly ("Hey Jane! So glad you took the quiz...") | |
| ○ Simple and direct ("Hi Jane - Here are your results:") | |
| ○ Warm and caring ("Hi Jane, I understand how important this is...") | |
| Use emojis in texts and WhatsApp? | |
| [Radio buttons - single select] | |
| ○ Yes - it feels more personal 😊 | |
| ○ Sometimes - just for emphasis | |
| ○ No - keep it professional | |
| How fast do you respond to people? | |
| [Text input - required] | |
| Help text: This shows in your auto-reply. Example: "within 24 hours" or "same day" | |
| ``` | |
| **76. Business hours** | |
| ``` | |
| When should automatic messages go out? | |
| Business hours: [Time input] to [Time input] [Timezone dropdown] | |
| Which days? | |
| [Checkbox group - multi-select] | |
| ☐ Monday | |
| ☐ Tuesday | |
| ☐ Wednesday | |
| ☐ Thursday | |
| ☐ Friday | |
| ☐ Saturday | |
| ☐ Sunday | |
| If someone contacts you outside business hours: | |
| [Radio buttons - single select] | |
| ○ Send automatic messages anyway | |
| ○ Wait until next business day to send | |
| ○ Send email immediately, but wait on texts/WhatsApp | |
| ``` | |
| **77. Do you use any other systems to track customers?** | |
| ``` | |
| [Radio buttons - single select] | |
| ○ No - I'll use LeadGarden to manage everything | |
| ○ Yes - I use: [Dropdown] | |
| - HubSpot | |
| - Salesforce | |
| - Pipedrive | |
| - Monday.com | |
| - GoHighLevel | |
| - Other: [Text input] | |
| Help text: We can sync your leads there automatically | |
| ``` | |
| ○ Send email immediately, but wait for WhatsApp/SMS | |
| ``` | |
| --- | |
| ## YOUR QUIZ/ASSESSMENT TOOL | |
| _This quiz is how you'll attract new customers. Answer these questions so we can build it for you._ | |
| **78. Do you want to include the quiz tool?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Yes - build me a quiz (RECOMMENDED - this is how you get leads!) | |
| ○ No - skip the quiz (not recommended) | |
| ``` | |
| --- | |
| ### QUIZ SETUP | |
| **79. What would your ideal customer want to find out about themselves?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: Examples: | |
| "How ready are you to buy a home?" | |
| "How healthy is your relationship?" | |
| "Is your business ready to grow?" | |
| "How well are you managing your money?" | |
| ``` | |
| **80. What kind of quiz is this?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Helping them achieve a goal | |
| ○ Helping them solve a problem | |
| ○ Checking if they're ready for something | |
| ○ Testing what they know | |
| ○ Finding out their personality/type | |
| ``` | |
| **81. What struggle or desire do your customers have?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: What's the gap between where they are now and where they want to be? | |
| ``` | |
| **82. What are they secretly worried about that they're not dealing with?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: What keeps them up at night about this topic? | |
| ``` | |
| --- | |
| ### QUIZ CATEGORIES | |
| **83. What 3-7 areas will your quiz measure?** | |
| ``` | |
| [Repeatable field group - minimum 3, maximum 7 - required] | |
| Category 1: | |
| Name: [Text input - required] | |
| Help text: Example: "Nutrition", "Marketing", "Communication" | |
| Category 2: | |
| Name: [Text input - required] | |
| Category 3: | |
| Name: [Text input - required] | |
| [+ Add category] (up to 7 total) | |
| Examples: | |
| - Fitness: Nutrition, Exercise, Sleep, Mindset | |
| - Business: Marketing, Operations, Team, Finance, Leadership | |
| - Relationships: Communication, Trust, Intimacy, Conflict Resolution | |
| ``` | |
| **84. What tells you someone is doing well in each category?** | |
| ``` | |
| For each category you listed, what are 3-5 things that show they're doing good: | |
| [Dynamic fields based on Q83 categories] | |
| Category 1 - [Category name]: | |
| [Text area - 4 rows - required] | |
| Help text: One thing per line. Example for "Sleep": "Gets 7-8 hours per night" | |
| Category 2 - [Category name]: | |
| [Text area - 4 rows - required] | |
| [Repeat for each category] | |
| ``` | |
| **85. How long should the quiz be?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ Short and sweet (10-15 questions) - good for people finding you on social media | |
| ○ Medium (20-30 questions) - good for people who already know you | |
| ○ Detailed (40-50 questions) - good for serious customers ready to buy | |
| ``` | |
| --- | |
| ### QUIZ RESULTS & ADVICE | |
| **86. What do the three different score levels mean?** | |
| ``` | |
| HIGH SCORE (70-100%): | |
| What to call it: [Text input - required] | |
| Help text: Examples: "Urgent", "You're ready!", "Doing great", "All set" | |
| What it means: [Text area - 3 rows - required] | |
| MEDIUM SCORE (40-69%): | |
| What to call it: [Text input - required] | |
| Help text: Examples: "Needs work", "Getting there", "Room to grow" | |
| What it means: [Text area - 3 rows - required] | |
| LOW SCORE (0-39%): | |
| What to call it: [Text input - required] | |
| Help text: Examples: "Just starting", "Take action soon", "Good news - easy fixes!" | |
| What it means: [Text area - 3 rows - required] | |
| ``` | |
| **87. What advice for people who score LOW (0-39%)?** | |
| ``` | |
| Give them 3 first steps to take: | |
| [Text area - 5 rows - required] | |
| Help text: Simple actions, not marketing copy. One per line. | |
| ``` | |
| **88. What advice for people who score MEDIUM (40-69%)?** | |
| ``` | |
| Give them 3 first steps to take: | |
| [Text area - 5 rows - required] | |
| ``` | |
| **89. What advice for people who score HIGH (70-100%)?** | |
| ``` | |
| Give them 3 first steps to take: | |
| [Text area - 5 rows - required] | |
| ``` | |
| --- | |
| ### WHO YOU WANT AS CUSTOMERS | |
| **90. What helps you know if someone is a good fit to work with you?** | |
| ``` | |
| [Checkbox group - multi-select - required] | |
| ☐ Whether they can afford my services | |
| ☐ How soon they need help | |
| ☐ If they're the one making the decision | |
| ☐ Where they're at right now | |
| ☐ What specific problems they have | |
| ☐ How big their company is (for business clients) | |
| ☐ Where they live | |
| ☐ Their age or life stage | |
| ☐ Other: [Text input] | |
| ``` | |
| **91. How do people usually become your customers?** | |
| ``` | |
| [Text area - 4 rows - required] | |
| Help text: What steps do they take? | |
| Example: "See my Facebook ad → Take quiz → Book free call → Sign up for my program" | |
| ``` | |
| --- | |
| ### WHAT QUIZ-TAKERS GET | |
| **92. What do people get right after taking your quiz?** | |
| ``` | |
| [Checkbox group - single select - required] | |
| ○ PDF report with their personalized results | |
| ○ Free 15-30 minute call with me | |
| ○ Downloadable guide or checklist | |
| ○ Video training | |
| ○ Discount code | |
| ○ Access to special resources | |
| ○ Other: [Text input] | |
| ``` | |
| **93. What offer do you make to people based on their score?** | |
| ``` | |
| People who score LOW (0-39%) get offered: | |
| [Text area - 3 rows - required] | |
| People who score MEDIUM (40-69%) get offered: | |
| [Text area - 3 rows - required] | |
| People who score HIGH (70-100%) get offered: | |
| [Text area - 3 rows - required] | |
| OR | |
| ☐ Everyone gets the same offer: [Text area - 3 rows] | |
| ``` | |
| **94. Do you have success stories that match different quiz results?** | |
| ``` | |
| Story for LOW scorers: | |
| [Text area - 3 rows] | |
| Help text: Example: "How Sarah went from struggling to confident in 3 months" | |
| Story for MEDIUM scorers: | |
| [Text area - 3 rows] | |
| Story for HIGH scorers: | |
| [Text area - 3 rows] | |
| Help text: Example: "How Mike took his business from good to great" | |
| ``` | |
| --- | |
| ## FINAL DETAILS | |
| **95. Who will update the website after we launch it?** | |
| ``` | |
| [Radio buttons - single select - required] | |
| ○ I will (we'll show you how) | |
| ○ LeadGarden will handle updates for me | |
| ○ Someone on my team: [Text input - their name] | |
| ○ Not sure yet | |
| ``` | |
| **96. Anything else we should know?** | |
| ``` | |
| [Text area - 5 rows] | |
| Help text: Tell us anything else about your business, your customers, your goals, or special requests | |
| ``` | |
| --- | |
| ## WHAT HAPPENS NEXT | |
| Once you submit this form, here's what we'll do: | |
| 1. **Review your answers** (we might ask a few follow-up questions) | |
| 2. **Request your photos and files** through our easy upload system | |
| 3. **Build your website and quiz** | |
| 4. **Write all your marketing copy** | |
| 5. **Set up all your emails and text messages** | |
| 6. **Show you drafts for approval** | |
| 7. **Launch your complete system** | |
| **Questions?** | |
| Email: [email protected] | |
| --- | |
| **READY TO GET STARTED?** | |
| ``` | |
| [Primary button - large] | |
| Submit My Information → | |
| ``` | |
| _By submitting, you're giving LeadGarden permission to build your website and set up your marketing system._ |
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment