Business Snapshot

First Name *

Last Name *

Phone *

Email *

Business Name / Brand *

Website (if any) *

Social Media Account/s *

Please list all your social media accounts

What type of business do you run? *

What happens after someone inquires about your services? *

Do you currently use a CRM or automation system? *

Yes

No

Not Sure

Approximately how many new inquiries do you receive per month? *

What’s your biggest challenge when it comes to getting or converting leads? *

Are you the primary decision-maker in your business? *

Yes

No

If we identify gaps in your systems, are you open to implementing a structured solution? *

Yes

Maybe

Just exploring

Current monthly revenue range: *

Under 5k

5k–15k

15k–30k

30k+

Other Notes