First Name
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Last Name
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Phone
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Email
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Business name
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Website
Your primary social media profile (IG, YT, Linkedin etc)
Where is your revenue right now?
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Recurring, predictable month to month
Recurring, but it moves a lot
Project by project, no recurring base
Just starting, no steady revenue yet
Where do clients and leads actually reach you? (Select all that apply)
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My website
WhatsApp
Instagram
Facebook Messenger
Telegram
Email
A community platform
A CRM or pipeline tool
Where does the repetitive work pile up most?
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Answering leads and following up
Onboarding new clients
Day-to-day client support
Chasing people who go quiet
Admin: scheduling, payments, records
How many hours a week does that take you and your team?
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More than 10
5 to 10
2 to 5
Under 2
Where does your methodology live today? (Select all that apply)
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Video courses
Recorded client calls
Written frameworks or SOPs
Blog, book, or podcast
Community or membership content
Mostly in my head
Community platform: which one?
CRM or pipeline tool: which one?
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