How do you currently manage your backend operations?

I have structured systems in place that allow my business to run smoothly with minimal intervention.

I have some systems but often find myself manually handling things I wish were automated.

My backend is messy and I spend too much time on daily operations instead of growth.

What systems? I’m always in survival mode, handling things on the fly.

How do you feel about automating tasks in your business?

I already have automation in place and it’s working well for me.

I’ve tried automation, but I’m not sure if I’m using it effectively.

I want to automate but don’t know where to start or which tools to use.

The idea of automation feels overwhelming, so I stick to doing things manually for now.

How do you currently manage client and lead follow-ups?

I have an automated system in place that nurtures leads and clients without manual effort.

I follow up with leads but it’s inconsistent and sometimes things fall through the cracks.

I follow up when I can, but there’s no real system—it happens when I remember.

I know I’m leaving money on the table, but I haven’t put a follow-up system in place yet.

How prepared is your business to handle rapid growth?

I have systems in place that allow for seamless scaling without major disruptions.

I can handle growth, but I know my systems would need adjustments to keep up.

If my business grew suddenly, my current setup would create bottlenecks and overwhelm.

I can barely keep up with where I am now—growth would feel chaotic.

When was the last time you optimized your workflows and backend processes?

I regularly review and improve my workflows to stay efficient.

I’ve made updates in the past, but I know I need a more strategic approach.

I haven’t optimized anything because I don’t know where to start.

What is a workflow?

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