Are you bringing in a steady stream of new leads each month?
Yes
No
If yes, approximately how many new leads do you generate each month?
Do you have an automated email and text message sequence for new leads?
Yes
No
Do you have any missed calls during or after business hours?
Yes
No
Do you have a system in place to organize and manage leads in a pipeline?
Yes
No
No, but we use spreadsheets
Do you have a system to track whether your staff calls new leads within five minutes?
Yes
No
Do you use AI in your business?
Yes
No
If yes, what do you use it for, and what is it called?
Can new leads book a call or appointment with you online?
Yes
No
Do you send automated email and text reminders for appointments?
Yes
No
Do you have a system in place to re-engage past customers and bring them back?
Yes
No
Do you use an app that consolidates all your business communications—calls, emails, SMS, social media, and web chats—into a single inbox?
Yes
No
Are you interested in implementing any of the things you responded 'No' to for your business?
Yes
No
Your First Name
*
Last Name
*
Organization
*
Position
*
Website
*