Question 1 of 8
Question 1
What industry is your practice in?
Other Professional Service
Question 2
How many leads or inquiries do you get per month?
Include calls, form submissions, emails, walk-ins, and referrals.
Question 3
How fast does someone respond to a new lead?
78% of buyers choose the first business that responds.
Question 4
Do you follow up with leads that don't respond?
80% of deals close after the 5th follow-up. Most businesses stop after 1.
Yes, automated follow-up sequence
Question 5
What does your online presence look like?
Your website, social media, and review profiles.
Strong — updated site, active socials, 50+ reviews
Decent — have a website, some reviews
Basic — outdated site, few reviews
Minimal — barely any online presence
Question 6
How do you handle repetitive tasks?
Scheduling, data entry, reporting, client updates, etc.
Fully automated with software
Some tools, mostly manual
Almost everything is done manually
Question 7
What's your team size?
Question 8
What's your biggest operational bottleneck?
The one thing that, if solved, would unlock the most growth.
Not enough leads / clients
Slow response time / losing leads
Too much admin / manual work
Can't scale without hiring more
Client retention / repeat business
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