GBP Client Discovery Sheet

1. Business basics

Business name (exactly as on signs/license)

Legal name / DBA (doing business as), if different

Owner / decision maker

Best phone (for Google)

Owner cell

Email for account and invoices

Street address (shown or hidden?)

Show address Service area only

Cities / ZIP codes served

Hours (incl. emergency / after hours)

Year started

Employees

Contractor license # / Insured / Bonded

Licensed Insured Bonded

Website (who owns the domain?)

2. Google access and current listings

Google profile status

Unclaimed Claimed by owner Claimed by someone else No profile

Google account that owns it

Will add us as Manager (owner stays Owner)

Yes Needs help

Verification options (video, postcard, phone)

Duplicate or old listings / old phone numbers

Other listings: Facebook, Yelp, BBB, Angi, Nextdoor, Apple Maps, Bing

Current reviews (count / stars / newest date)

Count

Stars

Newest date

Current photos (count) / Owner replies to reviews?

Yes No

3. Services and money

Top 3 services (most wanted)

Most profitable job / average ticket

Rough profit margin (to figure break-even)

Jobs they don't want

Busy and slow seasons / How booked out now

Target cities or neighborhoods to grow in

Words customers use to search ("roof repair Payson")

Primary Google category / extra categories

4. Competition and goals

Top 3 local rivals (names)

Who they lose jobs to, and why

What makes them different (warranty, speed, family-owned, veteran-owned, etc.)

Financing / free estimates / emergency service / languages spoken

Goal for 90 days (calls per month, specific jobs, top-3 map spot)

How leads come in now (calls, texts, web form, referrals)

Other marketing / vendors / monthly spend now

Do they track calls from Google today?

Yes No

5. Reviews, photos and content

Will text happy customers a review link?

Yes Wants us to draft the text

Recent customer list for review requests (count)

Logo / Cover photo / Team photo / Truck photo

Logo Cover photo Team photo Truck photo

Before-and-after job photos (how many, where stored)

Certifications, awards, brands carried

Approves posts and replies before they go out?

Yes We handle it, monthly summary

Best way and time to reach them

Text Call Email

6. Fit check (from the ideal-client guide)

High-ticket home-service trade Profile thin, stale, or unclaimed Under ~20 reviews Rival with many more reviews Owner-operator who wants more work

Red flags

Franchise-controlled profile Already optimized Booked out Low rating from real service problems Won't ask for reviews Unhappy with current vendor (could be a fit)

7. Account setup and next steps

Plan

$99 one-time setup + $99/mo, month to month Founding Client (setup discounted or waived for a testimonial) $49 setup offer

Website add-on interest

None Starter Pro Later

Agreement signed / Card autopay via Stripe set up

Agreement signed Card autopay via Stripe set up

Testimonial OK (Founding Clients)

Yes No

Follow-up date

Next action