Internal Profits
Fractional CMO · Digital Growth Agency
🚀 Onboarding Intake
internalprofits.com · (480) 559-9399
Let's Build Your Growth System
Complete this after your strategy call — every field becomes your build file.
Patrick Menzel
Fractional CMO · Internal Profits
1
Business Details
2
Online Presence
3
Current Situation
4
Goals
✅
Intake received!
Patrick will review your details and send you a proposal to get started within
1 business day
. Keep an eye on your inbox — questions in the meantime? Reply to the email or call
(480) 559-9399
.
👤
Business Details
The specifics we need to build your system
1 of 4
Business Address
Primary Service Area
Industry / Trade
Select...
HVAC
Plumbing
Roofing
Electrical
Water Restoration / Damage
Solar
Landscaping
Painting
Flooring
General Contracting
Fabrication
Commercial Roofing
Facility Maintenance
Paving / Asphalt
Med Spa
Weight Loss Clinic
Dental
Healthcare SaaS
Other
Number of Employees
Select...
Just me (solo)
2–5
6–15
16–50
50+
Business Description
— services, ideal customer, what makes you different
Slogan / Tagline
Top 3 Competitors
🌐
Online Presence
Hosting, domain, and social profiles
2 of 4
Hosting Platform
Select...
WordPress (self-hosted)
Wix
Squarespace
Shopify
GoDaddy Builder
Webflow
No website yet
Other
Domain Registrar
Select...
GoDaddy
Namecheap
Google Domains
Cloudflare
Other
Don't know
Branding Assets You Currently Have
Logo
Brand Colors
Photos
Videos
SSL
Lead Form
Re-Brand Needed
Social Media & Directory Profiles
⭐
🔵
📸
💼
▶️
⭐
⚙️
Current Situation
Tools, tracking, and what's happening right now
3 of 4
CRM / Software Currently Using
Select...
None / spreadsheets
Jobber
ServiceTitan
HubSpot
Salesforce
GoHighLevel
Housecall Pro
Other
Call Tracking Setup
Select...
No tracking at all
CallRail
Google Forwarding Numbers
Other
Business Email Setup
Select...
Google Workspace
Microsoft 365
Still using Gmail / Yahoo
No professional email
Years in Business
Select...
Less than 1 year
1–3 years
3–7 years
7–15 years
15+ years
What's NOT Working Right Now?
What IS Working Best Right Now?
Keywords / SEO Focus Areas
— what should customers be searching to find you?
Preferred Management Style
Hands-off — handle everything for me
Collaborative — I want regular input
DIY + Guided — teach me as we go
🎯
Goals & Timeline
30-day, 1-year, and long-term vision
4 of 4
🔥 First 30 Days
📈 30 Days – 1 Year
🚀 1–2 Year Vision
Notes for Onboarding
— anything else Patrick should know before building your system?
📋
What happens after you submit
Patrick reviews every intake personally. You'll receive a custom proposal within
1 business day
— including your recommended package, month 1 investment, and onboarding start date. Questions before then? Call or text
(480) 559-9399
.
Ready to get started?
Submit and expect your proposal within 1 business day.
🖨️ Print
Submit & Get My Proposal →
Internal Profits, LLC · © 2026
(480) 559-9399
internalprofits.com
