What industry are you in?

My industry is:

Coaching / Consulting

Marketing or Creative Services

Home Services / Trades

Professional Services (legal, financial, real estate, etc.)

Healthcare / Wellness

E-commerce

Nonprofit / Community Organization

Other

Other (please specify)

How long have you been in business?

My business is:

Under 1 year

1–3 years

3–7 years

7+ years

What is your current monthly revenue?

My business revenue is:

Under $10K/month

$10K–$30K/month

$30K–$100K/month

$100K+/month

What’s your #1 priority for the next 90 days?

My #1 priority is:

Q1 — Lead Capture

How consistently does your business capture new leads across all channels

(website, social, calls, DMs, referrals)?

Select One:

We capture everything automatically — nothing slips by us.

We catch most leads, with a few occasional misses.

It’s hit-or-miss depending on the channel.

Honestly, it’s pretty manual — lots of stuff gets lost.

Q2 — Follow-Up Speed

When someone shows interest, how quickly and reliably do they hear back from you?

Choose One:

Instant or near-instant — our follow-up doesn’t wait for us.

Usually within a reasonable time.

Depends on the day and who’s available.

If things get busy, follow-up can definitely lag.

Q3 — Follow-Up Automation

How much of your follow-up is automated versus manually done by you or your team?

Choose One:

Mostly automated — our system handles it.

A mix of automation and manual touch.

More manual than automated.

Entirely manual — everything is done by hand.

Q4 — Lost Opportunities

How often do inquiries “fall through the cracks” because someone got busy or forgot?

Choose One

Rarely ever — our system keeps us on track.

Occasionally, but not a major issue.

Happens more than we’d like to admit.

Pretty often — a lot slips through.

Q5 — Tools & Systems

How well do the tools you use (CRM, email, forms, calendar, spreadsheets) integrate with each other?

Select One

Very well — everything talks to everything.

Some connections, some manual steps.

Lots of gaps; we juggle between tools.

Nothing connects — everything lives in its own world.

Q6 — Internal Organization

When you need key business information (pipeline, tasks, client updates), how easy is it to find?

Please Choose One:

Very easy — everything is centralized.

Usually easy, with occasional digging.

We can find it, but it takes time.

Scavenger hunt every time.

Q7 — Operations & Repetition

How much time does your business spend each week performing tasks that feel repetitive or could be automated?

Please Select One:

Very little — we’ve automated most recurring work.

A fair amount, but manageable.

A lot — it eats up hours.

Most of our week feels repetitive.

Q8 — Client Experience Consistency

How consistent is the experience your clients receive from start to finish?

Make your choice:

Very consistent — our process is predictable.

Mostly consistent with small variations.

Inconsistent depending on workload or team member.

Not consistent at all — it changes all the time.

Q9 — Team Independence

If you stepped away for two weeks, how smoothly would your business operate without you?

Choose:

Very smoothly — the system would run.

Mostly okay with a few bumps.

Some things would slow down significantly.

The wheels would come off fast.

Q10 — Workflow Standardization

How standardized is your process from lead → conversion → onboarding → delivery?

Your choice:

Fully documented and followed every time.

Mostly standardized with a few exceptions.

We have steps, but not clearly defined.

No real standard — we improvise a lot.

Q11 — AI Readiness

How prepared does your business feel for adopting AI-driven tools and automations in the next 12–18 months?

You choose:

Very prepared — we’re already implementing.

Open and ready, just need clarity.

Curious, but not sure where to start.

Not prepared at all.

Q12 — Competitiveness

Compared to other businesses in your industry, how “future-ready” do you feel your overall operations are?

Your choice is:

Ahead of most.

On par with competitors.

Somewhat behind.

Clearly behind — we need to catch up.

Let's get some answers.→