First Name *

Last Name

Email *

Where do you keep your customer contacts now? *

A spreadsheet, your phone, a contact system, all of the above — just tell us what you've got.

What is the biggest frustration with your customer list right now? *

Does anything happen automatically when a new contact comes in, such as an email or a reminder? *

If we fixed one thing about your customer list, what would make the biggest difference? *

Can your system or other reliable records tell us who is a customer, a past customer or someone who has not bought yet? *

What is your business name, and what services do you provide? *

About how many contacts do you have, and where are they stored? *

Rough guess is fine — for example, 'about 300 in a spreadsheet, another 100 in my phone.'

Do you track where people are in your follow-up — like inquiry received, quote sent, booked, or paid? *

We review your request before sending a payment invitation. $500 includes up to 500 contacts across your spreadsheet and/or contact system, label cleanup, up to five contact groups we agree on, one follow-up stage review, unclear records flagged for your review, your Next 3 Improvements, a personalized recorded walkthrough and a step-by-step guide. Your records need to show most contacts as customers, past customers, or leads — it doesn't have to be perfect. Typical turnaround is 3–5 business days once we have what we need. Extra imports, larger lists, and automatic sorting for new contacts are quoted separately. Not included: moving to a new system, rebuilding missing information, websites, funnels, complex automation, or ongoing support. Do not submit passwords or customer records here.