Which lead sources should a moving company owner write down for a buyer?

Start with a full inventory. Go through the last season’s bookings and ask where each customer heard of you. Group them into sources: your website and search results, review sites, real estate or property contacts, employers who relocate staff, past customers and anything paid. Be careful to separate leads from booked jobs.

Then describe each source honestly. Who maintains it and what does it cost in time or money? Does it depend on one relationship, such as a friendly agent, or on the owner’s name? Note which sources are growing and which have faded. A buyer will give more weight to sources that run without you.

Finally, add the practical handover detail: logins, account owners, referral contacts and any agreements that need to carry over. Write short notes on what works, such as the way you answer enquiries quickly. Keep the list current and share it with your accountant, who can match it to revenue. A clear list shows a buyer how the next season’s work is likely to arrive. Include seasonality in your notes, since lead sources often rise and fall across the moving year. A buyer reading a list that ignores the slow months may expect a flow that never arrives in winter.

Key takeaways

• Go through last season’s bookings and record how each customer found you.
• Describe the cost, upkeep and dependence of every source.
• Prepare accounts, logins and referral contacts for the handover.