Free template · Discovery & Audit Templates
Pre-Audit Intake Form Email
Email requesting info before a marketing audit for trades clients, URLs, service areas, ad access, and competitor names so your audit isn't generic.
Send this intake email before delivering audits to trades prospects. Saves rework and signals professionalism before the foot-in-door audit offer converts to a retainer.
Intake email
Subject: Quick info for your local SEO + GMB audit Hi Greg, Before I finalize the local SEO + GMB audit for Greg's Garage Doors by March 8, please reply with: 1. Website URL + Google Business Profile link 2. Top 3 cities you actually dispatch to 3. Two competitors you lose jobs to most often 4. Average ticket on your main service line 5. (Optional) View-only access to Google Analytics Takes 5 minutes, makes the audit specific to your market, not a generic PDF. Thanks, [Your name]
Reminder (2 days before due)
Quick bump on the intake for Greg's Garage Doors, need those five items to hit March 8 delivery. Even partial info helps; reply with what you have and we'll fill gaps on the call.
Turn research into callable leads
These tools help you plan offers and pitches. DealRaw gives you the list: phone numbers, emails, neglect scores, saved lists, and email alerts on Monthly. filter by city and trade.
Related templates & tools
📬 Local SEO Audit Delivery Email
Email template delivering a local SEO audit to a trades prospect, summarizes top findings, attaches the report, and books the review call in plain contractor.
📊 Discovery Call Scorecard Export
Scorecard template to rate trades prospects after a discovery call, fit, budget, urgency, and decision-maker access so you stop chasing bad leads.
🗺️ GMB Gap Analysis Report Intro
Opening paragraphs for a Google Business Profile gap analysis report, categories, photos, posts, reviews, and Q&A compared to top local trades competitors.
FAQ
- Is this template free to use?
- Yes. All DealRaw freelancer templates and calculators run in your browser with no account required. Customize the output and paste into your CRM, email, or proposal doc.
- How is this different from the guides?
- This page gives you ready-to-use copy. The related guide "The Foot-in-the-Door SEO Audit Offer Trades Owners Pay For" covers strategy, timing, and when to use it. complementary, not duplicate content.
- Can I use this for HVAC, plumbing, and other trades clients?
- Yes. These resources are built for US home-service and trades operators. HVAC, plumbing, pest, landscaping, roofing, and similar verticals where owners answer the phone and buy on ROI math.