Sterling Revenue Engine Intake Form

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1. Legal Business Name *

2. DBA (if different)

3. Primary Contact — Name *

3. Primary Contact — Title

3. Primary Contact — Phone

3. Primary Contact — Email *

SMS Consent

By checking this box, I agree to receive SMS text messages from Sterling Media House about my inquiry, order, appointments, and project updates. Message frequency varies. Msg & data rates may apply. Consent is not a condition of purchase. Reply STOP to unsubscribe, HELP for help. See our Privacy Policy (sterlingmediahouse.com/privacy) and Terms (sterlingmediahouse.com/terms).

4. Secondary Contact — Name

4. Secondary Contact — Phone

4. Secondary Contact — Email

5. Service Area

What cities, counties, or radius do you serve?

6. Years in Business

7. License / Insurance Numbers (if applicable — roofing, electrical, HVAC, etc.)

8. Current Website URL (if any)

9. Do you have an existing logo and brand colors?

Yes — we'll provide files
No — we need SMH to create branding

10. In your own words — what makes your business different from competitors?

11. Choose your brand tone:

Professional / Corporate
Friendly / Local
Aggressive / Bold
Other

12. Are there any words or claims you legally CANNOT make? (e.g., "licensed" if not licensed)

13. Who is your target customer?

Residential
Commercial
Both

14. What is your typical job value? (average ticket size)

15. List all services you offer, ranked by priority/profitability:

16. Any services you want to STOP getting leads for?

17. Current specials, financing options, or guarantees to promote?

18. What's the primary goal of your new site?

Generate phone calls
Generate form fills / quotes
Sell products / book online
Showcase portfolio / credibility
Other

19. What sections do you need on the page?

Hero / intro
About Us
Services (list all)
Contact
Gallery / Portfolio
Testimonials / Reviews
Other

Since this is a single-page site, these will be sections/anchors, not separate pages.

20. Should your existing website stay live, redirect, or be replaced?

Stay live (we'll build separately)
Redirect to new site
Replace entirely

21. Do you have existing content we can use? (copy, service descriptions, about page text)

Yes — we'll send files
No — need SMH to write it

Your 60-second AI homepage video. Your Sterling Revenue Engine includes a 1-minute AI-produced video for the top of your website, built to get visitors to pick up the phone and call you.

There's no filming, no cameras, and nothing to schedule. Just answer the few questions below. We handle everything, you approve it, and we deliver (about an 8-day turnaround).

22. What's the #1 thing you want viewers to know about your business?

23. What phone number should the video tell viewers to call?

24. Voiceover voice preference

Male
Female
No preference

25. Besides your website, where else might you use the video? (optional)

Google Business Profile
Facebook & Instagram
TikTok / Reels / YouTube Shorts
YouTube
Email or text follow-up

26. Do you have photos or short clips of your work, team, vehicles, or location you'd like included?

Yes — I'll upload them in the Asset Upload step
No — use professional stock visuals

27. Any videos you like the style of? (links, optional)

28. What is your current call volume?

29. What's your biggest phone pain point?

Missed calls
Slow follow-up
After-hours coverage
Too many spam/tire-kickers
Other

30. Business Hours — Open

30. Business Hours — Close

30. Days Open

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

31. How should the AI handle calls?

Answer all calls (primary receptionist)
After-hours / overflow only
Screen and forward qualified leads to a live person

32. What is an "emergency" that should ALWAYS go to a human immediately?

33. What scripts or FAQs should the AI know?

34. Who receives new leads/bookings?

One person
Dispatch team
Round-robin to multiple techs

34. Who receives new leads/bookings — Name (if "One person")

35. What calendar system do you use?

Google Calendar
Calendly
Jobber
Housecall Pro
ServiceTitan
None — need a booking system set up
Other

36. Do any jobs require a manual quote instead of instant booking?

Yes
No — all can be booked instantly

36. Do any jobs require a manual quote — Which? (if "Yes")

37. What do we currently have access to (or can get access to)?

Google Business Profile
Google Ads account (or can create one)
Domain registrar / hosting (for DNS changes)
Social media accounts (Facebook, Nextdoor, Yelp)
Current CRM / scheduling software

38. Current phone system / number

38. This number stays or do we need a new tracking number?

This number stays
We need a new tracking number

39. Social media handles for monitoring — Facebook

39. Social media handles for monitoring — Instagram

39. Social media handles for monitoring — Nextdoor

39. Social media handles for monitoring — Yelp

39. Social media handles for monitoring — Other

40. Billing contact — Name

40. Billing contact — Email

40. Billing contact — Phone

41. Preferred payment method

Stripe (we'll send link)
ACH / Bank Transfer
Credit Card
Invoice / Check

42. How often do you want reporting?

Weekly
Monthly
Dashboard self-serve (Insights)
Only when I ask

43. Who should receive reports?

Owner only
Owner + Office Manager
Other

44. Target go-live date (MM / DD / YYYY)

44. Flexible on date?

ASAP — no specific target date

45. Any hard deadlines?

46. Preferred communication method

Text
Email
Slack (we'll invite you)
Phone calls

47. Anyone else on your team who needs visibility into the backend — Name 1

47. Anyone else on your team who needs visibility into the backend — Email 1

47. Anyone else on your team who needs visibility into the backend — Name 2

included? Phone 37.

47. Anyone else on your team who needs visibility into the backend — Email 2

Upload Logo, Photos, Footage, or Documents

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Logo files, brand colors/fonts doc, photos, existing website copy, and videos if you have them.

Or link to Google Drive / Dropbox

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Sterling Revenue Engine Intake Form