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
Roughly how much revenue do you think you lose each month to the leads you never got back to?
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More than $5,000
$2,000 to $5,000
Under $2,000
No idea, and that bothers me
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 one task take you and your team?
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More than 10
5 to 10
2 to 5
Under 2
Of that repitive work, which would you hand over first?
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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
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
What is an average client worth to you per month?
More than $1,000
$500 to $1,000
$150 to $500
Under $150
Which tools does your business run on today? (Select all that apply)
Calendar or booking
Payments
CRM or pipeline
Course or membership platform
Email marketing
Project or task management
None of these yet
Which tools do you use most?
What would you want us to build first?
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Knowing that, is this a decision you can make in the next two weeks?
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Yes
Yes, after one conversation
Not right now
Continue to scheduling