Florida Plumbing & Inspection

01 — Business Overview

Full legal business name *

Primary contact name *

Your title / role

Email address *

Best phone number for business

Business address / city

Primary service area

How long have you been in business?

Number of employees (rough)

02 — Services & Jobs

Any services not listed above?

Average job value What does a typical job run — ballpark is fine

Smallest typical job

Largest typical job

What types of clients do you serve? (Check all that apply)

Homeowners Property managers / rentals Commercial businesses Contractors / new construction Restaurants / retail Municipal / government Other

How far do you typically travel for jobs?

Local only — one city / area Regional — multiple cities / counties Statewide / large territory

03 — Current Digital Presence

Current website URL

Do you have a Google Business Profile you manage?

Yes — and I get calls from it Yes — but it's neglected / outdated No Not sure

Can customers request a quote or book online today?

Yes, and it works Yes, but it's broken / not functional No — they have to call or text

What platform or CMS is your site on? (if you know)

Are you active on social media? (Check all that apply)

Do you run any paid ads?

Google Ads Facebook / Instagram Ads No paid ads currently

Monthly ad spend (rough range)

04 — Leads & Sales Process

How do most of your new customers find you? (Check your top 2–3)

Word of mouth / referrals Google search Google Maps listing Repeat / existing customers Social media Truck / yard signs Website inquiry

How do business calls come in?

My personal cell phone Dedicated business line Both

What happens when you're on a job or it's after hours? This is where most plumbing companies lose jobs — be honest.

How quickly do you typically respond to new inquiries?

Do you use a CRM or contact management system?

Yes Sort of — spreadsheets / notes No

If yes, which system?

What's your biggest sales bottleneck right now? Where do jobs stall, fall through, or never get started?

05 — Operations & Communication

How do you track jobs from quote to completion?

How do you send quotes / estimates today?

Hand-written / paper PDF / email Text message Software (Jobber, ServiceTitan, etc.) Mix of everything

Who handles the business side when you're out on jobs?

Just me — I do everything Small crew — we all juggle it Office manager / family member Answering service

What tools does your team use daily? List everything — even if it's just email and text.

What falls through the cracks most often? The thing that you keep meaning to fix but never do.

06 — Goals & Priorities

What's your #1 goal for the next 6 months? *

What would "winning" look like for this engagement? Be specific — what changes in your day-to-day?

What areas are you most interested in? (Check all that apply)

Website rebuild 24/7 AI call answering — never miss another call Automated follow-up on quotes & inquiries Lead generation — more new customers Outbound email campaigns Scheduling & job reminders Invoicing & payment follow-up Online reviews — get more 5-star reviews Command center / job dashboard — see everything at a glance

Are you open to outbound email campaigns targeting customers you've never worked with?

Yes — the more reach the better Maybe — I'd want to review the content first No — I prefer inbound only

Anything else we should know before we start?

Got it.