Let's Get Your Website &
Online Presence Working FOR You!

This intake form gives us everything we need to build your site, write your content, and start ranking in your market. Take your time — you can save and return anytime. Most contractors finish in 20–30 minutes.

~20–30 minutes to complete

Progress auto-saves as you type

Your info is secure and private

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Let's Start Here

Enter your company name to save and resume your progress from any device

Company Name * Used to save your progress — must match exactly if you return to finish later

Your Name * Whoever is filling this out — can be an admin or the owner

Business Information

Legal name, contact info, hours, and your company story

Legal Business Name *

DBA (if different) Leave blank if same as legal name

Owner First Name *

Owner Last Name *

Primary Phone *

License Number(s) * State HVAC, plumbing, or electrical license

Street Address *

City *

State *

ZIP Code *

Year Founded *

Company Tagline * One line that captures what you do — e.g., "Georgetown's trusted HVAC team since 2013"

Business Hours *

Day	Open	Close	Closed
Monday			Closed
Tuesday			Closed
Wednesday			Closed
Thursday			Closed
Friday			Closed
Saturday			Closed
Sunday			Closed

Emergency Service Available? *

Company Story * Tell us how you started, what makes you different, your team, and your ties to the community. Write in your own words — this goes on your About page. 2–4 paragraphs is perfect.

Active Trades

Select every category your company actively offers

Select all that apply. Service checklists for each selected trade will appear in the next section.

Cooling

Heating

Plumbing

Electrical

Commercial

Revenue Mix

Current revenue split and 12-month growth targets — must total 100%

Approximate percentages are fine — we use this to understand where your business is now and where you want to grow. Both columns must add up to 100%.

Current Revenue Mix

Total: 0% (must equal 100%)

Target Mix in 12 Months

Total: 0% (must equal 100%)

Why is the mix shifting? Any context on growth goals, capacity, or new services?

Service Area & Target Towns

The 5 towns where you most want new customer calls

Think leads, not history. For each town ask yourself: "I want leads from this town." Pick communities where your ideal customer lives and where you can realistically respond quickly — not just where you've worked before. Fast-growing suburbs and underserved markets near your base are gold.

Primary Lead Towns * Exactly 5 — enter city name and select state

Town 1

Town 2

Town 3

Town 4

Town 5

Additional Towns You Serve Optional — towns you drive to regularly but not your top 5 priorities. One per line, include state abbreviation (e.g., "Hutto, TX")

County / Region Name e.g., "Williamson County" or "Front Range"

Certifications & Trust Signals

Only mark what you can verify — these appear on your site

NATE Certified Technicians BBB Accredited Business Carrier Authorized Dealer Trane Comfort Specialist Lennox Premier Dealer Rheem Pro Partner Angi Certified HomeAdvisor Approved Mitsubishi Diamond Contractor

Other Certifications, Awards, or Recognitions Chamber membership, manufacturer awards, local recognition, etc.

Equipment Brands You Install / Service These appear as logos on your site. List brand name and your dealer designation if applicable.

Financing Options

Financing availability significantly increases conversion rates

Do you offer financing? *

Current Digital Presence

Existing website, Google Business Profile, and social profiles

Current Website URL Leave blank if you don't have one

Website Platform

Google Business Profile Email Login The Google account that manages your GBP

GBP Verification Status

Facebook Business Page URL

Google Search Console Access

Review Profiles List any active profiles with URLs (Yelp, Angi, HomeAdvisor, Houzz, etc.)

Reviews & Goals

Your best reviews and what success looks like to you

Copy and paste 3–5 of your best Google or Yelp reviews below. These go on your website immediately and help establish credibility with new visitors while your new reviews accumulate.

Review 1 — Paste full text + reviewer name + platform

Review 2

Review 3

Review 4 (optional)

Review 5 (optional)

Primary Goal for This Website * Select up to 2

More calls in general — grow the business More leads for a specific service Rank above specific competitors Break into a new market / town Replace a poor-performing existing site

Preferred Communication *

Reporting Preference

Past Agency Experiences Any bad experiences with SEO/marketing agencies we should know about?

Anything Else We Should Know? Specific concerns, services you want to grow most, anything we haven't asked

You're All Set

Click submit and we'll have your site strategy ready within 48 hours. You'll hear from us directly with next steps.

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We've Got Everything We Need

Your intake is complete. We'll review your information and have your site strategy ready within 48 hours. Expect to hear from us by email or your preferred contact method.

Questions in the meantime? Reach us at aaron@aaronayotte.com

Save a copy for your records

Download a PDF summary of everything you just submitted — useful for your records and for sharing with your team.

techTOCEO

Tradesmen Transformed. CEO Unleashed.

Client Intake Submission

TechToCEO Agency — getstarted.techtoceo.net — aaron@aaronayotte.com