THE D&S MARKETING FIRM ONBOARDING FORM

Welcome to The D&S Marketing Firm Group! 👋
We’re pumped to have you on board. You just made a serious move toward growing your business with more leads, more bookings, and way more impact in your local market.

Let’s take your business to the next level. 🚀

Let’s get started with your website↓

🧩 Section 1: Business Identity

Business Name *

Owner / Primary Contact Name *

Current Business Phone for Customers *

This is the main number you want customers to call. We’ll also create a separate number inside your system for automated texts and call tracking.

Best Email for Customers *

Do you want us to set up a professional business email (ex: [email protected] )? *

Business Website URL *

Business Address *

ADD YOUR LOGO (Optional)

LOGO

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

🏡 Section 2: Service Area & Target Market

Primary Service Areas (cities or neighborhoods) *

These are the main area(s) you want to dominate.

Secondary Areas (optional)

Areas you still service but are not the priority

Maximum Travel Radius (miles) *

Main City / Market *

ZIP Codes (comma-separated) (optional)

Add zipcodes that you want to concentrate your marketing in. Leave blank if you are not sure.

🧱 Section 3: Core Services

Primary Services *

Secondary Services (Optional)

Describe Your Services in One Sentence (For ad copy) *

Average Project Size ($) *

Do you offer financing? *

If yes, describe the terms

💰 Section 4: Offer & CTA Details

Preferred Call to Action *

Typical Appointment Duration *

How long are your appointments / meetings with potential customers?

Main Offer Headline *

What's the simple promise you want on your ads/pages to get homeowners to contact you? Keep it 3–6 words. Think: What do they get right now? Examples: free visit, same-day quote, 3D design, financing, seasonal savings.

🧾 Section 5: Final Details

Average Project Turnaround Time *

Any specific areas or neighborhoods to target first?

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