COMPLETE CUSTOMER INFORMATION + SEASONAL INTAKE

This includes ALL the expert-level items, plus seasonal requirements.

Basic Business Information

Business Name *

Owner Name *

Address *

City/State/Zip *

Year Established

Phone Number *

Website URL

Best Email *

Best Phone *

Preferred Contact *

Shop Profile

Shop Type (Check all that apply)

Other Shop Type

Capacity + Operations

Number of Bays

Number of Technicians

Cars Per Day Goal

Walk-ins allowed?

Wait appointments allowed?

Road tests on every job?

Services You Want to Promote

Priority Services (seasonal or profitable)

Services you do NOT want to promote

Warranties & Certifications

Shop Warranty (12/12, 24/24, etc.)

Nationwide Warranty Program

Certifications (Check all that apply)

Other Certifications

Customer Demographics

Most common customer type

Most common vehicles you see

What customers do you want MORE of?

What customer types do you NOT want?

Seasonal Information

Current month you're planning for *

Seasonal problems customers have this time of year

(We will tailor blogs, ads, socials, GBP posts to these issues.) Example: heat not working, battery issues, AC, pollen, road trips, back-to-school, etc.

Seasonal services you want to push

Local events during the month

Closures / Holidays / Schedule changes

Local Market & Territory

Primary cities you want to target

Cities you definitely do NOT want

Local landmarks customers reference

Competitors

List up to 10 competitors you want to track or outrank

Brand Voice & Style

Pick all that match your shop

Words your brand should AVOID

Words your brand LOVES

Photos & Video Permissions

Use photos of shop?

Show technicians?

Show customers?

Vehicle photos OK?

Any restrictions?

Who will send us photos each week?

Contact Name

Contact Email

Contact Phone

Access / Logins

We will request access later — this section identifies your platforms.

Google Business Profile Email

Website Platform

Facebook Page URL

Instagram Handle

Yelp Page URL

Google Ads Account

Scheduling Platform

Pricing & Promotions

Diagnostic Charge

Brake Inspection Fee

Financing Available?

Winter inspection promotional pricing

Monthly specials you want to run

Past Marketing History

What you've tried before

What worked well

What didn't work

Why you left prior agencies

Shop Goals

3–6 Month Goals

12-Month Goals

Long-term Goals

Open another locationAdd fleet accountsIncrease Euro/Hybrid work

Other long-term goals

Approval Process

Social posts approved by

Newsletters approved by

Text messages approved by

Ads approved by

How fast can you approve content?

Emergency Priority Services

If something breaks in your market, what services should we push immediately?