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Service Website & Intake Funnel Setup Request

This form helps EcoNexus understand how your current service page, website, intake form, offer structure, and client handoff path work today.

You do not need technical language. Short answers are fine. Please describe what actually happens when someone is interested in your service.

Do not send private, confidential, or highly sensitive material. If examples are useful later, use fake, redacted, or low-risk examples only.

Submitting this form does not start paid work. Scope, payment, timing, and deliverables are confirmed before any assessment or setup work begins.

1. Contact Details

Name

Work email

Organization name

Company website

Role

Example: Founder, Owner, Operations Manager, Consultant, Agency Lead, Practice Manager

Organization type

Example: consulting firm, agency, local service business, professional services, solo operator, nonprofit, internal team

2. Current Website or Service Page

Current website, profile, or service page URL

If you do not have one yet, write “No current website.”

What does this page currently need to help people understand?

Example: what you offer, who it is for, pricing, trust, process, next step, intake, booking, client delivery.

What best describes the current situation?

What best describes the current situation?
A
B
C
D
E
F

3. Offer and Buyer Clarity

What service or offer are you trying to sell?

Describe the service in plain English.

Who is the ideal buyer or client?

Example: small businesses, property owners, agencies, consultants, families, executives, nonprofits, operations teams, local customers.

What should a serious buyer understand before they contact you?

Example: what you do, what you do not do, pricing expectations, service area, process, timeline, requirements, trust signals.

4. Intake and Follow-Up Path

What happens today when someone wants to request help?

Example: they call, email, fill out a form, message on social media, book a call, or contact you through multiple scattered channels.

What information do you need from a serious lead before you can respond properly?

Example: project type, location, budget, timeline, problem, files, website link, preferred contact method.

Where does the handoff usually break down?

Example: unclear next step, too many back-and-forth messages, missing information, weak form, no follow-up process, wrong-fit leads, slow quoting.

5. Pain, Cost, and Trust Issues

Where is the current page or intake path costing time, trust, or sales?

Be practical. What causes confusion, delays, weak leads, repeated explanations, or lost opportunities?

What questions do people keep asking before they are ready to move forward?

Example: pricing, process, availability, scope, timeline, service fit, what happens next.

What would make this feel successful after cleanup?

Example: clearer offer, fewer repeated questions, better leads, easier quoting, stronger trust, more qualified requests.

6. Service Interest, Timing, and Budget

Which service are you most interested in?

Which service are you most interested in?
A
B
C
D
E

How soon do you want this addressed?

How soon do you want this addressed?
A
B
C
D

Preferred next step

Preferred next step
A
B
C
D

7. Confirmation

Please confirm before submitting:

Acknowledgements

Acknowledgements