YOUR NAME
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FIRM NAME
*
EMAIL
*
PHONE
*
1. How are you currently converting new leads into signed cases?
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We have a structured system with landing pages, follow-up, and tracking
We have some pieces but it's not consistent
We rely on manual follow-up / calls
We don't have a real system in place
2. What happens immediately after a new lead comes in?
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Instant follow-up + automated reminders
Delayed follow-up
Missed calls / inconsistent response
No clear process
3. Do you currently use any form of AI or automation to qualify and respond to leads?
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Yes, consistently
Some automation but not optimized
No, everything is manual
4. How do you track performance from lead → consultation → signed client?
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We have clear reporting by source
We track some of it
We don't have accurate reporting
5. How often do you review and optimize your intake + marketing performance?
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Weekly with structured reporting
Occasionally
Rarely / never
6. What is your current monthly marketing investment?
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Less than $2,000
$2,000–$5,000
$5,000–$15,000
$15,000+
7. Are you looking for a long-term partner or one-off work?
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One-off project
Not sure
Long-term partner (monthly contract options)
8. Our partnerships start at $1,500/month with limited availability. Are you ready to move forward if it's a fit?
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Yes
No
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