🏢 Brand & History
Who you are and how you got here.
3. How did the business start? (1-2 sentences) MUST
💰 Pricing & Services
What you charge and what's included.
13. Top 3 most-requested services + typical price range MUST
⭐ Customers & Reputation
What customers say and how you prove it.
17. Top 3 customer wins (project + outcome) — we can quote them on schema.org HIGH
19. Best year of business so far and what made it different? OPT
⚙️ Operations
How calls become jobs.
25. Top customer complaint (be honest — fixes our recommendations) OPT
📸 Content & Assets
What we can publish for you.
29. Industry certifications/affiliations (PHCC, NECA, ACCA, manufacturer authorizations) HIGH
30. Any "as-seen-in" media coverage to surface? (links) OPT
📣 Marketing
Where your customers come from today.
32. Top 3 lead sources by volume MUST
🌐 Website & Tech
What we need to deploy fixes.
41. Any 3rd-party tools embedded (CallRail, ServiceTitan widget, chatbot)? OPT
🎯 Goals
Where we're going.
42. Single biggest pain right now (one sentence) MUST
43. What does success look like in 6 months? MUST
46. References we can show this Discovery to? (other clients in your area) OPT