GGR Discovery Call Intake

(10-15 minutes)

First Name

Last Name

Business Name

Phone

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Address

Street Address

City

State

Country

Postal code

SECTION 2: Business Context

“Just to make sure I understand the full picture—

can I ask a few quick questions about how your business is set up right now?

That way, we’re not assuming anything and can see what’s actually working well and what might be holding things back a bit.”

What type of home service business is this?

Out of curiosity, How long have you been in business?

Just starting out (0–6 months)

6 months – 2 years

2–5 years

5+ years

Who is the decision maker for the business?

Current team size?

1-5

6-10

10+

SECTION 4: Pain Point Discovery

“Okay—super helpful. So when you look at everything you’re juggling right now… are there any parts of the business that feel a little more stressful or time-consuming than they probably should be?”

Optional Follow-Up Probes

(if needed):

“Some of the business owners I speak with say they’re great at doing the work, but keeping up with the follow-up or admin side is a grind. Not sure if that’s something you’ve noticed too?”
“Have you ever had leads or jobs slip through the cracks just because there wasn’t enough time to follow up?”

What’s one area of the business that takes more time/energy than it should?

Have they lost jobs because of missed calls, slow follow-up, or lead gaps?

YES

NOT SURE

Type any notes in the custom option

What’s something they know they need to improve but haven’t had time to?

SECTION 5: Growth Goals

“That’s really helpful to hear. Just out of curiosity—when you think about where you want the business to be in the next 6 to 12 months… what does that look like for you?”

Optional Follow-Up Probes

(if needed):

“Are you mostly trying to grow steadily, or are you looking to scale things up more aggressively this year?”
“What would need to change for you to feel like you're really making progress toward that goal?”
“If nothing really changes over the next 6 months, what impact do you think that might have?”

What are their top 1–2 goals for the next 6–12 months?

What happens if nothing changes?

SECTION 6: Sales Rep Notes

Any emotional trigger or insight worth noting?

Is the prospect warm, cold, or red hot?

Are they open to receiving a custom proposal?

YES

MAYBE LATER (LONG TERM NURTURE)

✅ Closing Statement for Warm Prospect

“Awesome—really appreciate how open you’ve been today. Based on everything you shared, I definitely see a few areas where we could help you streamline, bring in more consistent work, and free up some of your time.”

“Would it be helpful if we put together a custom proposal that outlines exactly how we’d approach this for your business—step-by-step—along with pricing, deliverables, and expected results?”

(Wait for confirmation)

“Perfect. I’ll get that over to you within the next 24–48 hours. Once you’ve had a chance to review it, we’ll hop on a quick call to walk through everything, answer questions, and see if it makes sense to move forward.”

“Sound good?”

SECTION 7: Follow-Up & Handoff

Form Completed By

Tony

Best time to schedule proposal review?

Any final notes?