BuildLeadz — Client Onboarding

Section 01

Your Business

Contact details and account setup. This goes directly into your CRM profile.

Full name *

Business name *

Website URL *

Email address *

Phone number *

What types of projects do you build? Select all that apply. *

Custom new builds Knockdown rebuilds Extensions & additions Luxury renovations Dual occupancy Bathroom / kitchen renos

Minimum project value ($AUD)

Maximum project value ($AUD)

Average project value *

This sets our lead qualifier threshold in the ad funnel.

Section 02

Your Ideal Client

This builds your customer avatar and sets your campaign targeting. Be specific — vague answers produce vague ads.

What age range are most of your best clients? *

30–40 40–50 50–65 Mix of the above

What is the typical household income or profession of your ideal client? *

e.g. "Dual income household, combined $250K+. Typically business owners, lawyers, GPs, or finance professionals."

List the exact suburbs your best clients have come from *

This directly sets your campaign geo-targeting. Don't say "North Shore" — say "Mosman, Hunters Hill, Lane Cove, Willoughby". Up to 10 suburbs.

In one sentence — why do clients choose you over another builder? *

Not a list. One clear sentence. e.g. "We're the only builder in the Hills District who hands clients a fixed-price contract before they pay a cent."

What are the top 3 fears or frustrations your clients have BEFORE finding you? *

Think about the last 5 clients you signed. What were they stressed about before they met you?

What does a client's life look like 12 months after completing a project with you?

Describe the transformation — emotional, lifestyle, practical.

Section 03

Your Competition

We research these directly. If you've ever lost a quote to someone, they're a competitor. Include any builders you see advertising on Facebook or Instagram in your area.

Your 5 biggest local competitors — name and website *

These are the exact businesses we'll research and benchmark you against.

How do competitors typically win business that you lose?

e.g. "They're cheaper", "More Google reviews", "Been around longer". Be honest — this tells us where to position you.

What do you do that NO competitor in your area does? *

Process, guarantee, communication, technology, a specific build type. If you're unsure, write "unsure" — we'll help you create it.

Section 04

Your Offer & Sales Process

This shapes your lead funnel and sets the pipeline benchmarks in your CRM.

What do you offer a prospect to get them on a call or meeting? *

e.g. "Free site inspection and concept plan", "No-obligation feasibility report". If nothing formal, write "none currently".

Out of every 10 qualified enquiries, how many do you convert to a signed contract? *

How long does it typically take from first enquiry to signed contract? *

Where do most of your current clients come from? Drag to rank in order. *

Drag to put your #1 source at the top.

1

Word of mouth

2

Past clients

3

Referral partners (broker, architect, etc.)

4

Social media (Facebook / Instagram)

5

Google search

6

Other

Section 05

Your Current Bottlenecks

This tells us exactly where your CRM automations need to plug the gaps. Be honest — the more direct you are, the faster we fix it.

Walk us through what happens in the first 24 hours after you get an enquiry today *

Who responds? How? Call, email, text? How fast? What if they don't reply?

What is the most common reason a qualified lead goes cold or ghosts you? *

Went with a cheaper quote Too slow between consult and proposal Not enough follow-up Financing fell through Just not ready yet Not sure

Do you have any system for following up leads who didn't book? *

Anything else we should know before we start? (Optional)

Current campaigns running, previous agencies, specific goals, anything that's burned you before.

By submitting, you confirm the information is accurate. Our team will review this within 24 hours and be in touch.

Let's build your pipeline.

You're all set.