NEW CLIENT Step 1 of 7 0% CAPTCHAPersonal InformationName First Last Website Address Your Email Office NumberYour Cell Number Company InformationCompany Name Company License Numbers (separated by commas) Email Address for Lead Notifications (where do you want the leads to go to) Phone # for your website# of Service Techs # of Installers Total # of Employees Length of Time in Business:in yearsNumber of Locations12345Last Year's Annual Sales Location1 Street Address City ZIP Location2 Street Address City ZIP Location3 Street Address City ZIP Location4 Street Address City ZIP Location5 Street Address City ZIP Promotional InformationCompany Tagline or Slogan Company Fonts Tune-Up Retail Price Tune-Up Discount Price Featured Manufacturer Brand Unique Selling Proposition Awards or Certifications UploadsUpload your high resolution logo.(preferred file types: .eps, .ai, .png, .jpg (at least 1024 * 512)Max. file size: 512 MB.Confidentiality and Non-Disclosure Agreement Please fill out all the information below so we can generate analyses for your company.“Confidentiality of Database” Bedrock agrees to hold confidential all information pertaining to Client’s business, products, clients, client lists, marketing concepts, including contact names, addresses, and any information confidential in nature. Client and Bedrock agree to hold confidential all material and concepts which Bedrock produces for Client. Bedrock agrees to hold sacrosanct any and all information given by Client to Bedrock. Such information shall only be used for evaluation, design or programming purposes. Such information shall not be disclosed, sold, gifted, traded or distributed to any person or entity for whatever reason.Customer Database Upload(Acceptable file formats Excel (xls), txt, csv, dbf)Customer Database Upload(Acceptable file formats Excel (xls), txt, csv, dbf)Accepted file types: (xls), txt, csv, dbf, Max. file size: 512 MB.Services ProvidedWhat Services Do You Provide? (example; HVAC, IAQ, Solar, Plumbing, Electrical, etc. Separate each service with a comma). Customer BaseHow Many Customers Do You Have in your Total Database?: How Many Maintenance Club Members do you have?: How Do You Keep in Contact with your Customers?: Geographic Information Urban Suburban Rural (isolated towns or cities not part of an a larger Metropolitan Service Area) Geographic ClimateSummers generally lastFrom monthTo month Winters generally lastFrom monthTo month Marketing InformationMarketing Budget Percentage:What percentage of your annual revenue do you feel comfortable in allocating toward marketing? 2 – 3% 4 - 6% 7 – 8% 9 – 10% 11-13% 14 – 16% Marketing Attitude:How aggressive do you want to be in your marketing? 10% 25% 50% 75% 100% Revenue GoalsRevenue Actual in 2019 Revenue Goal 2020 Revenue Goal 2021 Revenue Goal 2022
