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 daily email alerts on Pro — 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.