Local LEAD CAPTURE TRUST BRIDGE ROADMAP QUESTIONNAIRE

Trust Bridge Roadmap

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Trust Bridge Roadmap QUESTIONNAIRE

Purpose of this Form
This form helps our system understand your heart and message so we can craft personalized communications that truly connect with your future clients.

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Please set aside about 15 focused minutes to complete it. Some questions are optional, but others are essential for us to create the best possible content for you.

Full Name *

Position/Role *

Business Name *

Website *

Business Address

Email *

Phone *

Preferred Reply Channel *

Primary Booking Link

Best Times for Calls

Identity & Operations

What does your business offer? *

Who is your target market? *

Service Area *

List specific ZIPs/neighborhoods served *

Seasonality (optional)

Holidays

Specific months

Seasons

Capacity

Typical Response Time + Hours you take calls

Mission, Vision, Objectives

Mission *

Vision *

Objectives (12–18 months) *

Share Your Heart - No instructions, simply share why you are passionate about what you do and how your serve your clients *

Brand Experience & Guardrails

How should people feel when they interact with your brand? *

Top 3 brand values *

Tone *

Words to avoid / must-use phrases

Competitor comparisons

Visual preferences

Brand Assets (Optional)

Upload logo

Upload brand guide

Extra links

Lead Journey - Awareness

"I've got a problem"

Main pain/frustration your ideal client faces *

What’s at stake if they don’t act? *

Common misunderstandings/mistakes at this stage *

Situations that make this urgent (seasonal/events/deadlines)

Lead Journey - Interest

"I wonder what's out there?"

What makes your approach unique? *

What surprises people when they learn about you? *

Likely keywords/questions prospects search

Upcoming offers/events/promotions to align with

Lead Journey - Consideration

"Which company can I trust?"

Why do customers choose you over others? *

Top 3 objections (ranked) + your best human responses *

What builds trust quickly for you? *

Focus *

Lead Journey - Decision

"I feel confident choosing them"

First/next step offer (consult, estimate, audit)—what’s included? *

How do you keep the process simple & transparent? *

Upload reviews/testimonials/proof

What do you want prospects to feel/know at decision? *

Pricing transparency *

Any guarantees/warranties/risk reversal?

Lead Journey - Advocacy

"I want others to experience this, too"

How do you stay connected post-purchase? *

Referral/thank-you/ambassador program

Stories you’d love clients to share *

How you show appreciation/celebrate best clients

Faith - Forward Preferences (optional)

Where do you want biblical language present?

Phrases to use/avoid for faith alignment

Share your heart on this topic as you prefer

Tech Stack, Routing, & Consent

Lead routing (who gets notified first?) *

Backup contact if no reply in X hours

Source tagging needed

Email consent *

I consent to receive helpful emails and can opt out anytime.

SMS consent *

I consent to receive helpful texts and can opt out anytime.

Proof & Permissions

May we use your logo/photos/testimonials publicly? *

Yes

No

If Yes, upload or link to approved assets

Review platform that matters most

Goals & Measurement

Primary KPI that defines success *

Current benchmarks (estimates OK)

Monthly new reviews target

Content Timing & Offers

Special timing, offers, or seasonal promos

Max touch frequency you’re comfortable with *

Max touch frequency you’re comfortable with Custom *

Anything else to add?

Open field for nuances, requests, industry specifics

Thank you for completing your form. Please press Submit to send your results for us to build your Trust Bridge Roadmap

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Your detailed responses helps us personalize your messages so it feels like you and is focused on serving rather than selling.