Lighthouse Apex HVAC Client Intake Form

Quick details so we can run a high-impact strategy call and fix missed calls & lead handling.

Business Name

Owner / Decision Maker Name

Email Address

Phone Number

City & State

Years in Business

Do you currently have a website?

Yes No (we rely on Google Business Profile)

✅ Not having a website is normal — many top HVAC owners rely on Google Business Profile.

Google Business Profile link (if available)

How do most customers find you today?

Google Business Profile Word of mouth Google Ads Facebook Other:

How many inbound calls do you receive per week (approx.)?

0–10 10–25 25–50 50+

What happens if a call is missed?

Voicemail only Callback later (not same day) Same-day callback Not sure

Who usually answers your calls?

Me (owner) Office staff Technicians No one consistently

Do you book appointments during the first call?

Always Sometimes Rarely

Do you follow up on missed calls or estimates?

Yes No Inconsistently

What’s your biggest issue right now?

Are you actively looking to improve how calls and leads are handled?

Yes, immediately In the next 30 days Just exploring

If this is a good fit, are you comfortable investing in a monthly solution to protect and grow revenue?

Yes Depends on value Not at this time

Anything else we should know before the strategy call? (Optional)

By submitting, you agree to be contacted about your strategy call. No spam.

Guiding your business to digital success with strategic marketing solutions tailored for U.S. businesses.

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