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1. Product / Service Understanding

  • What are the core services/products that drive your business revenue?
  • Which services/products are most profitable for you?
  • Are there any services you want to push more but haven’t been able to?
  • What’s your current best-seller — and what’s underperforming?
  • Are there any seasonal shifts in what sells?

2. Client Value & Spending Habits

  • What’s your average transaction value per client?
  • What is your customer lifetime value (CLTV)?
  • How often do clients come back — weekly, monthly, yearly?
  • Do you have a membership, package, or subscription model?
  • What’s your cancellation or drop-off rate, if any?

3. Current Lead Flow & Response System

  • How are you currently generating leads?
  • What’s your average cost per lead?
  • How quickly are leads followed up once they come in?
  • Who handles callbacks or WhatsApp replies?
  • Is there a script or system in place when someone makes an enquiry?
  • Do your staff qualify leads or just take bookings?

4. Closing, Sales & Staff

  • What’s your current conversion rate from enquiry to sale?
  • Who’s responsible for closing deals?
  • How confident are your staff at selling over the phone or in-person?
  • Are your team incentivised to convert leads?
  • Do you have call recordings or training in place for your staff?

5. Operational Structure

  • How many team members do you have? What roles?
  • Who makes the final decisions on marketing or budgets?
  • Do you currently use a CRM, booking software, or automation system?
  • Are there any tech gaps in your workflow? (e.g., reminders, follow-ups, abandoned leads)
  • What does a typical customer journey look like in your business?

6. Marketing Experience

  • Have you worked with agencies before? How was that experience?
  • What worked and what didn’t?
  • What platforms have you advertised on — Facebook, Instagram, Google, TikTok?
  • What kind of creative has performed best for you?
  • Do you have content (images/videos) or do you need us to create it from scratch?

7. Goals & Metrics for Success

  • What does success look like for you in this campaign?
  • Do you want more leads, better leads, or just more bookings?
  • How many leads per day/week/month would you be happy with?
  • What’s your monthly revenue goal right now — and where do you want it to be?
  • Are you looking for consistent growth or a short-term push?

8. Brand, Reputation & Unique Position

  • What makes your business different from others in the area?
  • What are your biggest challenges in standing out?
  • How do you want your brand to be perceived?
  • Do you have testimonials or reviews? Any before/after content?
  • What’s one thing your clients always compliment you on?

9. Final Strategic Questions

  • If we doubled your leads next month, would your team be able to handle the volume?
  • Are you currently leaving money on the table from unconverted leads or untrained staff?
  • What would it mean for your business to generate an extra £10K/month — and what’s the bottleneck stopping
  • If we had to scale this business to 3 new cities in 12 months, what would break first?