LeadHound
Onboarding Survey
Business name
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Phone
*
Phone number to provide homeowners
Email
*
Best email to send leads + notifications
Website
*
How long have you been in business?
*
How many years of experience do you have?
*
Where is your office located?
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Are you licensed and insured?
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Yes
No
List all the areas you service:
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Counties, cities or zip codes + radius.
What would you like your schedule to be?
*
For example: Mon-Fri 9:00 am-7:00 pm | Sat 9:00am-3PM
What is the typical duration of each appointment?
*
Choose one or more options
How much time would you like between appointments?
*
Choose one or more options
How many appointments would you like per day?
What is the minimum roof age requirement?
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10-15 years (common for storm markets)
15-20 years
20+ years
What services do you offer?
Replacement
Siding
Gutters
Skylight
Roof ventilation
Other
If other, please specify.
Do you offer repair services?
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Yes
No
If yes, what is the minimum?
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$1000
$1500
$2000
Other
If other, please specify.
What type of property do you do service for?
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Residential
Commercial
Both
What types of roofs do you service?
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Shingles
Metal
Tile
Flat
Other
If other, please specify.
Are you in an insurance market?
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Yes
No
If yes, what types of damage do you typically handle?
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Wind
Hail
Hurricane
Water/Moisture intrusion
Other
If other, please specify.
Do you offer any financing or payment plans?
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Yes
No
If yes, explain in detail.
Would you like to implement group chats with the homeowner?
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Yes
No
Group chats have the highest success rate and make it easier to get replacements if a homeowner no-shows.
If yes, which number(s) should we send lead notifications to and what role would this be?
Example: owner, project manager, office manager, scheduling team...
Give a detailed overview of the inspection process.
*
