Welcome to Prospect Bacon!

General Information

What is your Company Name? *

Who is filling this out?

Who is the main point of contact? *

Email Address *

What is your Company Location? (As it is now) *

Website/Company URL *

Time Zone *

How long have you been in solar? *

Are you a sales org, epc, installer, or vertically integrated?

Who else needs to be added to slack (your hub for communication with our team) please list their email & phone number.

Who manages data (Lead to appointment, sales, etc.) on your team? (Name, email)

How much money are you spending a month on marketing? What other lead providers have you used and why do you no longer use them?

Campaign Information

Which State(s) are we targeting?

Which language(s) are we running ads for?

Please list the specific counties that you would like to run your ads campaign in. (Type “Statewide” to target the entire state)

Please list any specific counties or zip codes you would like to exclude from the above list

What electric companies are we targeting? (Please list all of them)

What’s the lowest credit score you can work with? *

Are you able to work with any of the options below: *

What incentives can you provide to new customers? List all great incentives here.

Should we use a Generic Page or a Company Page with company branding for your campaigns? (Facebook Only)

Facebook ONLY: Do you have a seasoned ad account you've run on Facebook before that we can use? (If not we can create one for you.)

Can we create a personal page for you using your name? (This helps drive conversions dramatically) *

If running a personal page,please attach a headshot below. (The more relatable the better)

Do you have any customer testimonials (video or screenshots) or assets (video or otherwise) of you and your team?

Are we running a branded or generic campaign? *

Please provide the logo we should use for your branded campaign *

Tech Information

Will you be using our Go High Level? *

Do you have a CRM that you already use? *

Would you like us to use your internal CRM? *

How many reps would you like added to Go High Level? *

Please list their names, emails, and phone numbers. *

Would you like an equal round robin setup for these reps? *

Please the list the Hours and Days your team is available to run booked appointments: *

In-home or virtual appointments? *

Please list where you would like to receive phone/email notifications of new leads/appointments: *

Included with our service are basic text and appointment confirmation campaigns through our CRM - Highlevel. Custom setups and additional automated calls, emails and SMS drip campaigns are available for an upcharge.

Do you want us to send emails/texts confirmations to your leads? *

Yes

Do you need any other special CRM/Software integrations? *

Yes

Is there any information that would be good for us to know about local ordinances around contacting leads on your behalf?

What area code you want to use for your campaign/s? *

Did you avail our basic or automated messaging system? *

Quality Sales Process Information

How many states can you and your business operate in? (List them)

How big of a servicing area do you have currently with the state we’re running this campaign in?

Are you willing to run this ads campaign statewide? (This has been proven to decrease cost per lead/increase lead volume)

How many languages can you service?

Are there counties we will not be targeting in this campaign you can service?

How many reps are on your team?

Do these reps call their own leads, or do you have reps setting appointments separately?

Do you prefer a 1 step or 2 step close?

1 Step

2 Step

Do you do an initial discovery call?

Yes

Do you want customers to self book appointments? *

Yes

Would you like those self books to be in home appointments or virtual calls?

In-home

Virtual

How does your team confirm self books?

How many times does your team call a lead before counting it dead?

What is the most important metric to you in a marketing campaign (CPL, CPA, LTA, LTC)

Expectations are important. What are you expecting to achieve out of this program, and what would you LOVE to achieve by the end of your 60 days?

Did you purchase our automated response system? (TARA) *

Please schedule your TARA/LLN Onboarding call:

https://go.prospectbacon.com/tara-or-lln